The last topic that we are going to discuss about in the section is how do these kids dashboard Refresh
the already discussed about the report's scheduling and how do we email the schedule to report I'll
put.
Do and two others right.
So no we just like how do we do dashboard scheduling.
So when you talk about the dashboard information and there are basically two types.
One is a manual refresh that you can go manually click on the refresh button that Ecuador would automatically
get refreshed.
And the other is scheduling did afresh.
OK so now let's understand what the concept of refresh is all about.
Say for example like I created a port and that goes for all opportunities and the v create a dashboard
as well for that.
So at the time of me creating the report on the dashboard there several one opportunities in the system.
And then later on after a hundred more opportunities got added to the system.
So now the report would be like two hundred opportunities in the national to show like 200 opportunities
right.
So that a Bayesian of the information as for the current information that is in the system that happens.
Wonder if you get to let a fresh Florida manually refresh.
So when you refresh your dashboard it should be updated information as it does then and this system
to perform a manual refresh.
You have that option pretty much with all the dashboards who have the option out here.
So when you click on refresh the dashboard would automatically get refreshed.
If you bring in the updated information as it is data in the system that signal the dashboard has garnered
threat and what information we have here.
It does the current deletion of what does that that is that in the system right now.
All right.
So this is about the manual refresh.
But how do we schedule this dashboard Refresh on a regular basis immediately next to the refresh button.
There should be a problem which gives you an option for scheduling that afresh.
But this being a devil operation we do not have that option of scheduling dashboard Refresh.
But ideally in real time when using the sandbox has been using the production environment you have the
option for scheduling refresh as well.
So let me quickly show you that the option of the refresh dashboard Refresh from one of the sandbox
environments.
So this is a sandbox environment.
And just plug it up this dashboard.
This is just a dashboard that I created.
So the whole object of me creating this desk dashboard is for us to understand the concept of refresh.
So we'll hear you have a drop them click on schedule to refresh this a little reports even here like
you have the similar options pulleys that use it.
And please do mode one point that one of the dashboard readily give specified as the specified user
only those dashboards can be scheduled for a refresh.
The other dashboards then like you mentioned the option is a log Vin user those dashboards cannot be
scheduled for this scheduled to refresh.
So this here that I use that is me and you can e-mail the dashboard as to me or to others but really
like go to a specific lead is just one do you.
So that's fine.
But in case you want to e-mail it to others then you go to ensure that vigilant folder that you have
placed the dashboard that should be a public folder and the access should be shared with other users.
And how do we grant this access to other users we just see in a moment after we are done with this and
scaling refresh.
This is basically the options for us to schedule that a fresh ad what frequency like we want to basically
do that refresh once done go and click on Save and the very similar to reports like once you get into
the bead photo board.
Once you schedule a report off our dashboards Lantus to let a fresh once a job is done.
You'll be able to see those dogs which are currently in progress and thus get you into jobs auction.
So setups get you on the job you'll be able to see a reports on dashboards which basically guide you.
OK so now let's understand the concept ofa creating folders and providing access to others eager to
report.
I actually have created a desk folder.
This is the best grand.
This is a dashboard folder.
And here you have options.
Share edit and delete delete the S for deleting the folder.
Editing is for editing the properties and it gives you want to provide access to others for this particular
folder.
Then you have the option of shit.
So once you click on shared age last you like to whom on like it has to have access to.
So if you want to share with other users you can use other users and then I really like a couple of
users out here so it was just showing me this list.
But otherwise it only to tell you all the all the users that are there organization and you can provide
access to them.
Say for example I want to provide access to their best use it so click on it.
So it is shared with access to it.
So then you want to email the dashboard output to other users to ensure that the dashboard is placed
in a folder in a public folder and share it.
Access is given to other users.
So this is the concept dashboard Refresh.
How do we delete manually and how do we automated by scheduling.