Scheduling refresh for datasets

Schedule automated dataset refreshes, manage linked updates, and receive delivery reports to keep your data, dashboards, and Business Views accurate and up to date.

Scheduling a refresh keeps your dataset current without manual updates. It ensures your data—and any linked dashboards or business views—stay accurate, aligned, and ready for decisions in real time.

1. Under Data → Prepare → Schedule, you can find the following window for scheduling the refresh of the selected dataset.

Scheduling refresh for file-based dataset

• Refresh Mode: Replaces existing data with new data. Overwrites the old dataset.

• Linked Datasets: If enabled, refreshing this dataset also refreshes any child or derived datasets that depend on it.

Large parallel refreshes can overload the system, so recommended practice is refreshing key datasets individually or in a controlled manner.

“Linked datasets” can auto-refresh if the parent dataset changes, but this is often turned off by default to avoid a chain reaction of massive refreshes.

• Refresh all BVs with Dataset refresh: If enabled, any Business View built on this dataset gets refreshed automatically.

• Drag & Drop a File: For file-based datasets (CSV, XLSX, etc.) you can upload a new version in the same schema to refresh content (limit up to 2GB). Click on Upload to manually trigger an upload process for the replacement data.

• Schedule refresh: For other datasets, you can perform an instant refresh, schedule a one-time or periodic refresh. For more details, check out this page.

Schedule refresh

• Delivery Report: If enabled, sends a delivery report for the refresh task. Provide the following details:

  • To: Specify the recipient(s) of the email (mandatory).

  • CC/BCC: Add additional recipients if needed.

  • Subject: Enter a subject for the email notification (mandatory).

  • Email Message: Provide additional details or notes to include in the delivery report.