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.

Contents

Requirement
Set Up a Refresh Schedule
Refresh Individual Data Elements
Related Resources

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 (▼) 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. 
    Screen_Shot_2021-07-13_at_11.21.33_AM.png

Refresh Individual Data Elements

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

 

Related Resources

Set a Cache Duration


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