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. This option is ideal 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.

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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 Edit access to the individual workbook.

Set up a refresh schedule

1. Click the caret () to the right of the refresh button in your workbook's header.
2. Select Data refresh. The Data refresh settings modal opens.
3. If the feature is not yet active, click the Enable toggle.
4. Adjust the Query data every field to specify how often the workbook should refresh.
5. [optional] Enter times in the Between fields to limit the refresh schedule to a portion of the day. Sigma uses the browser's timezone when evaluating whether the refresh schedule should be in effect.
6. Click Save.

Refresh individual data elements

1. Select the data element. 
2. Click More at the top right corner of the element.
3. Click Refresh data.