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.
- Static Data Set - in case wells are added or deleted
- Hist And Fcst Gas Rate - update the production on new or deleted wells.
Add the Value Summary Script.
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 establish 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 triangle with the !.
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 Dashboard list, make the Workflow public.
Select the user Icon.
Select Save.
Create a schedule for the workflow
In order to make the workflow run automatically, it needs to have a schedule.
Next to the workflow, there is a clock.
Click the Clock.
Click Add New Schedule.
Name the Schedule "Dashboard Refresh."
Select Save.
Activate the Workflow by clicking Inactive. Notice that the activity turns green and Active.
Run the workflow by clicking on the blue play button.
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.