How to Refresh my Data and Charts

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By default, your charts load data from the data source, when the dashboard is opened. Once opened, the dashboard will not refresh again.

Whether or not you get fresh data when you open the dashboard depends on your data source’s refresh schedule. To learn how to refresh your data source manually or establish automatic updates, read information below.

From this article, you’ll learn:

Also, you can check the specifics of updating each type of data source:

Manual Refreshing

Manual refreshing is available on any Slemma pricing plan.

You can manually refresh any created data source, or all the dashboard’s data at once.

  • To refresh all charts on your dashboard manually, right click the dashboard and choose Refresh now option from the menu. This will refresh data in all dashboard’s data sources. Note that it can take some time (you’ll see a waiter).
  • To refresh a dataset, right click the dataset/integration and choose Refresh now option from the menu. This will update data in all the charts based on this data source.

Scheduled Refreshing

Daily refreshing is available starting from Small Business plan.

Hourly refreshing is available starting from Client reporting plan.

Slemma can automatically refresh your data. Starting from Small business plan, all integrations, regardless of data source type, have a default refresh rate at 00:00 local time. All datasets created from these integrations will have this default refresh rate, unless the default is changed.

There are two ways to view/change data refresh schedule:

  • From the data source’s context menu. Right click an integration or dataset and select Schedule refresh. Change settings in the appeared menu.
  • From the dashboard’s context menu – here you can view or edit schedules of all the data sources used in this dashboard. Right click a dashboard and select Schedule refresh. You’ll see the list of all integrations and datasets used in the dashboard. Refresh any data source right now, or change the refresh schedule for a desired source.

Specifics of each data source type

Refreshing data from Local File

The only way to update dataset created on the local file is to reload it manually. For this, right click the dataset on the Data sources page (or click on the three dots button) and select Refresh now. You will be redirected to the Dataset editor. Сlick on the Choose a file button at the top right corner, find the updated file on your hard drive and click Open. The data from file will be displayed in the Dataset editor. You can now set the import options, change field types, rename fields etc. For more info on import options, head over to this article. Click Done when ready.

Please note that if you don’t want to break your existing charts built on this dataset, do not change the data source structure (add/remove/rename columns).

Refreshing data from file by URL

You can update your dataset built on a file by URL manually, or you can set automatic updates.

Refreshing data from Cloud Storage

Starting from Small business plan, all cloud storage integrations have a default refresh rate at 00:00 local time. All datasets created from these integrations will have this default refresh rate, unless the default is changed.

Any time you can update your data from the cloud storage file manually:

  • Right click a dataset and choose Refresh now option from the menu. This will update data in all the charts based on this dataset;
  • Right click an integration and choose Refresh now option. This will first update data in all the datasets based on this integration, and then recalculate all the charts based on these datasets.

Click here to see how to change refresh schedule.

Updating dataset structure

The Refresh now and Schedule refresh options are both reloads only values, not the entire structure of the table. If you’ve changed the structure of your data source (add/remove/rename columns), you need to update the structure in Slemma either. To do that, right-click the dataset and select Edit from the context menu. From the Dataset editor, click the Update field list from Cloud button.

After that, the auto updates will refresh data (values) according to the new structure of the table.

Please be careful with structure changing! It may break the existing charts (e.g. if a chart uses the columns that have been removed or column titles that have been changed).

Refreshing data from Databases

Starting from Small business plan, all database integrations have a default refresh rate at 00:00 local time. All datasets created from these integrations will have this default refresh rate, unless the default is changed. 

Any time you can update your data manually, or change refresh schedule.

Refreshing data from Cloud Services

Starting from Small business plan, all SaaS integrations have a default refresh rate at 00:00 local time. When creating an integration, you can change the frequency and time on the DATA REFRESH tab of Integration settings window.

All datasets created from these integrations will have this default refresh rate, unless the default is changed. 

Any time you can update your data manually, or change refresh schedule.

Incremental Updates for Cloud Services

Incremental updates are available for Pipedrive, Jira, Braintree and Zendesk connectors only.

Incremental updates allow you to refresh only data that has been added (changed) since the last dataset update, without requiring to reload the dataset in full.

This type of dataset refresh goes faster than the usual full updates.

 During incremental update, Slemma loads new elements to your dataset and refresh the elements which were changed. But values, deleted from the source, will still remain in your Slemma dataset. To remove such values, from the dataset, use Refresh all data option from the dataset menu. If you delete values from the source on regular basis, we recommend to not select this option.

To set incremental updates for your connector, from the integration’s context menu, select Integration settings and on the Data refresh tab, enable the  Incremental updates option.

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