Workbook Refresh Options

Workbook data is refreshed 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. We recommend this option if you are primarily displaying the workbook on a screen that people may be referencing without actively interacting with.

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.

Summary of Content

Requirements
Set Refresh Schedule
Refresh Individual Data Elements
Related Resources

Requirements

  • To use this feature, you must have Can Edit access to the individual workbook.

Set 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
    This will open the Data Refresh Settings modal.

  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 time-fame of the workbook's custom auto-refresh.
    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. Hover your cursor over your target data element. 
  2. Click the vertical ••• icon button in 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