How Does Refreshing Data Work?
VividCharts can refresh data in several different ways for a scaled report, slide deck or filterable slide deck.
Daily - A scheduled job that runs daily
On-demand - Data refresh can be triggered manually by a user with the appropriate roles and access.
Running a Filter on a Report - When a report has filters applied, the data to generate the report is queried and updated. When filters are not actively applied to those reports, the source data for that report falls back to the daily or on demand captured data.
Who can configure the frequency of the data refresh?
| Role Required | Access Level |
Slide Deck | Builder | Edit |
Filterable Slide Deck | Builder | Edit |
Scaled Report | Builder | Edit |
Snapshot Report | Not available. Snapshot reports do not allow for data refreshing |
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Who can refresh data on demand?
Beginning with the 1.5 release, a new role was introduced called Refresher (x_vivid_vc_core.refresher).
The refresher role is required for a user to be able to refresh data on demand for any VividCharts asset. The following conditions are required for a user to have access to on-demand refreshing.
| Roles Required | Access Level | Logged In |
Entire Scaled Report | x_vivid_vc_core.refresher x_vivid_vc_core.builder | Edit Access on the Scaled Report | Yes |
Filtered Scaled Report List | x_vivid_vc_core.refresher
| View access on the Scaled Report | Yes |
Set | x_vivid_vc_core.refresher | View access to the Scaled Report | Yes |
Single Scaled Report | x_vivid_vc_core.refresher | View access to the Summary | Yes |
Multi-Scaled Report View (click "Open in Viewer") | x_vivid_vc_core.refresher | View access to the Summary | Yes |
Slide Deck | x_vivid_vc_core.refresher | View access to the report | Yes |
Filterable Slide Deck | x_vivid_vc_core.refresher | View access to the report | Yes |
Snapshot Report | Not available |
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What are the levels of the data refresh?
Data refresh can be set on different levels of the VividCharts application. With these different levels comes different behavior when the on-demand data refresh is triggered.
Entire Scaled Report - All reports within that scaled report
Filtered Scaled Report - All reports within that Scaled Report that meet the current configured filter conditions.
Set - Only reports contained within the Summary Set. For example, if a scaled report contains 10 reports and a set is created from that scaled report that only contains 2 of the reports, refreshing on the Set level will only refresh the 2 reports contained in the Set. The other 8 reports will not have their data refreshed.
Single report from Scale Report - The single report currently being viewed.
Regardless of the level of refresh, new data will be gathered via a live query The live queries occur when Filterable Slide Decks have a filter applied to the report.
How do I know when data has been refreshed?
Depending on the object being viewed, timestamps can display in different locations showing the date and time of the most recent refresh. However, a newly created report will not have a timestamp until its data is refreshed. Timestamps will also not appear in edit mode.
On a report the timestamp will be in the top right corner.
When a refresh is in progress, it will indicate who triggered the refresh.
When available, the data will be injected into the report automatically and the timestamp will update. The "New data loaded" tag will disappear after 5 seconds.
On the cards of a Scaled Report List hovering over the icon will display who executed the refresh.
