Automating Data Refresh with Scheduled Jobs
Last updated April 17, 2024
Introduction: Automating data refreshes is crucial for ensuring that your visualizations and dashboards in Chartbrew always reflect the most up-to-date information. Scheduled jobs allow you to automate the process of fetching new data from your data sources at regular intervals, ensuring that your data remains current and accurate. In this guide, we'll explore how to set up and configure scheduled jobs for automating data refreshes in Chartbrew.
Step-by-Step Guide:
- Navigate to Scheduled Jobs: Log in to your Chartbrew account and navigate to the "Scheduled Jobs" page from the dashboard menu.
- Create a New Scheduled Job: Click on the "Create Scheduled Job" button to initiate the creation of a new job for automating data refreshes.
- Select Data Source: Choose the data source for which you want to schedule a data refresh. This could be a connected database, API, or any other data source.
- Define Refresh Frequency: Specify the frequency at which you want the data refresh to occur. You can choose from options such as daily, weekly, monthly, or custom intervals based on your data update requirements.
- Set Refresh Time and Date: Specify the time and date when you want the scheduled data refresh to occur. Choose a time when the system activity is low to minimize disruptions to your workflow.
- Configure Data Parameters: Configure any additional parameters or settings related to the data refresh, such as filters, query parameters, or data sampling options, to ensure that the refreshed data meets your specific requirements.
- Enable Notifications (Optional): Optionally, enable notifications to receive alerts when the scheduled data refresh is successfully completed or if any errors occur during the process. Notifications can help you stay informed and address any issues promptly.
- Save and Activate Scheduled Job: Once you've configured all the necessary settings for the scheduled job, click on the "Save" or "Activate" button to activate the job and schedule the data refresh.
- Monitor Job Status: Monitor the status of your scheduled job to ensure that the data refreshes are occurring as expected. Check the job logs for any errors or issues that may require attention.
- Adjust Settings as Needed: Periodically review and adjust the settings of your scheduled job as needed to accommodate changes in your data sources or update requirements. You can modify the refresh frequency, timing, or parameters to optimize the data refresh process.
- Seek Help if Needed: If you encounter any difficulties or have questions about setting up and configuring scheduled jobs for automating data refreshes, don't hesitate to consult the Chartbrew Help Center or reach out to our support team for assistance.
That's it! You've successfully set up and configured a scheduled job in Chartbrew to automate data refreshes and ensure that your visualizations and dashboards always reflect the latest data.
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