Manage workbook refresh options

Sigma refreshes Workbook data every time an individual opens or refreshes the workbook. If you would like a workbook's data to refresh without user action, you can set a custom refresh schedule. The Sigma Team recommends this option if you are primarily displaying the workbook on a screen that people may reference without interacting with it. Data elements can also be refreshed individually. Important: Sigma does not store data. Every refresh re-queries the data in the warehouse. Setting an auto-refresh may burden the connection and result in significant warehouse costs.

Requirement

  • To set up a refresh schedule, you must have Can EditΒ access to the individual workbook.

Set Up a Refresh Schedule

  1. Click the caret (β–Ό) icon button to the right of the refresh button in your workbook's header.
  2. Select Data refresh.
    Screen_Shot_2022-02-02_at_11.57.27_AM.png
    The Data Refresh Settings modal opens.
  3. If the feature is not yet active, click Enable.
    Screen_Shot_2022-01-31_at_1.46.11_PM.png
  4. Use the Query data every and Between fields to select the frequency and timeframe.
    Screen_Shot_2022-01-31_at_1.46.51_PM.png
  5. Click Save.
  6. If you are ready to publish your changes, click the Publish button in the workbook header.Β 
    Screen_Shot_2021-07-13_at_11.21.33_AM.png

Refresh Individual Data Elements

  1. Select the data element.Β 
  2. Click the More menu at the top right corner of the element.
  3. Click Refresh data.Β Β 
    Screen_Shot_2021-09-24_at_4.46.34_PM.png