Scheduling Refreshes

Periodically fetch fresh data to keep your users up to date.

You can schedule your notebooks and dashboards to refresh automatically, ensuring users always have up-to-date insights without needing to run analyses manually.

1. Why Schedule a Notebook?

• Users can manually click Run All to refresh data, but:

  • Large analyses may take a long time to execute.

  • Running queries on demand can be costly.

• Scheduling allows automatic refreshes at predefined intervals, ensuring fresh data is available without delays.

2. Setting Up a Schedule

• You need at least Analyst permissions to schedule a notebook.

• In the top right corner, click the Schedule button.

• A tray will open, allowing you to configure:

  • Time & Day of the Week (e.g., every Friday at midnight).

  • Time Zone to run the schedule in.

• Click Confirm to finalize the schedule.

3. Notifications and Logs

• Upon scheduling, you'll receive a confirmation message.

• You’ll be notified via email when:

  • The analysis successfully runs.

  • The analysis fails (with details on what went wrong).

• To view previous runs, use the logs button in the bottom left of the schedule tray.

Scheduling ensures your users always have the latest data when relevant without manual execution!