Power User Training Exercise
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      Lesson 24: Build a workflow to refresh a dashboard

      Dashboards need to be told when to refresh based on when data is refreshed.

      Training Guide

      Dashboards are refreshed using Workflows.  In order to refresh the workflow, we are going to have to build a new Workflow.

      • Navigate to workflows.

      • Select Add Workflows.

      The workflow will refresh the dashboard if the data is changed in the Pivot Table. 

      • Open the Pivot Tables by selecting the carrot.

      • Drag and drop the two pivot tables that make sense to refresh.
      1. Static Data Set - in case wells are added or deleted
      2. Production And Completion Dashboards Visualization - update the production on new or deleted wells.

      • Select the P# Scripts carrot.

      • Drag and Drop the Value Summary Script to run underneath the Pivot Tables.

      Updating Power BI is an external activity.

      • Click the carrot next to External Activities.

      • Drag the RefreshPowerBiReport to the end of the workflow.

      Notice that the External Activities is missing an input argument.  An input argument establishes a constant in the platform to perform the function.  In the exercise, the input argument is the name of the dashboard, "Haynesville Training."

      • Click the orange alert triangle.

      • Select the red Power BI Report Name.

      • Type the Value "Haynesville Training."  The name needs to be an exact match of the dashboard name.

      • Select Save.

      • Enter a name. In the exercise, name it "Training Dashboard Refresh."

      • Select Save.

      In the Workflow list, make the Workflow public.

      • Select the user Icon.

      • Select Make Public.

      In order to make the workflow run automatically, it needs to have a schedule. Create a schedule for the workflow.

      • Click the ellipse next to the workflow and select View Schedules.

      • Click Add New Schedule.

      • Select the frequency and scope.
      • Click Save.

      • Name the Schedule "Dashboard Refresh."
      • Select Save.

      • Activate the Workflow by clicking Inactive.  Notice that the activity turns blue and Active.

      • Run the workflow by either:
        • Clicking the ellipse and select Run.
        • Select the Schedules tab and click on the green arrow.

      The gateway for all uploaded dashboards needs to be refreshed from the Datagration team.  In order to actually run the workflow correctly, the gateway needs to be established and the connection needs to be addressed by the Datagration team.  

      Best Practice is to inform your Datagration Contact that you have added a new Power BI dashboard.  

      Congratulations, you have completed building the space!

      But we still need to finish the exercise to determine which wells we should sell.