Back Office: Refresh analytics datasets

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This document describes how to refresh datasets manually and on a schedule.

  • You can refresh datasets only with an author role.
  • To always keep your analyses up to date, we recommend setting up an automatic data refresh.

Set up a schedule to refresh an analytics dataset automatically

  1. In the Back Office, go to Analytics.
  2. On the Analytics page, go to Datasets.
  3. Click the dataset you want to refresh data for. This opens the dataset’s details.
  4. Click the Refresh tab.
  5. Click the ADD NEW SCHEDULE button.
  6. In the Create a refresh schedule window, select Full refresh.
  7. For Time zone, select a time zone according to which you want to set up a schedule.
  8. For Start time, choose a date and time to start refreshing the dataset.
  9. For Frequency, select how often you want to refresh the dataset.
  10. If you selected Weekly or Monthly in the previous step, for Refresh on, select a day to refresh the dataset on.
  11. Click Save. This closes the window and displays the added refresh schedule in the Schedules pane.

Refresh an analytics dataset

  1. In the Back Office, go to Analytics.
  2. On the Analytics page, go to Datasets. This opens the Datasets section.
  3. Click the dataset you want to refresh data for. This opens the dataset’s details.
  4. Click the Refresh tab.
  5. Click REFRESH NOW.
  6. In the Refresh type window, select Full refresh.
  7. In the Confirm refresh window, click REFRESH This refreshes the page. A new refresh entry is displayed in the History pane. You can check the status of the refresh in the Status column.