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Procedure documentationScheduling a Daily Data Refresh for Dashboards Locate this document in the navigation structure

Procedure

Each time a user opens a dashboard, SAP Business One loads and displays the latest data in real time. For data-intensive dashboards, such as Sales Analysis and Customer Receivables Aging, this can impact system performance. As your database grows or the number of employees who use dashboards increases, you may also notice a decrease in the performance of dashboards. During peak usage time, when users navigate from one dashboard to another and thus cause the dashboard to reload real-time data, they may report delays of several minutes or more. To minimize the impact on system performance during peak business hours, the system administrator can choose to change the data reload from real time to a scheduled data reload. In addition to the automatic data refresh settings you make here, a user can also refresh data in real time while viewing a dashboard by choosing the Refresh Data button in the dashboard. However, this user-triggered data refresh is not available for the Service Call Status dashboard and the Cash Flow dashboard.

Note Note

After you enable the data cache and the scheduled daily data refresh, the settings here apply to all dashboards which support scheduled refresh, including the SAP-defined dashboards and the imported ones.

For SAP-defined dashboards, the settings would impact only the Sales Analysis and the Customer Receivables Aging dashboards. The Service Call Status dashboard and the Cash Flow dashboard, for which data is always refreshed every 60 minutes, would not be affected.

End of the note.

To enable and schedule a daily data refresh for a dashboard, proceed as follows:

  1. From the SAP Business One navigation panel, choose   Modules   Administration   Setup   General   Dashboard Manager  .

  2. In the Dashboard Manager window, from the menu on the left side, select a dashboard package.

    Information about the dashboard package you selected appears on the right side of the window.

  3. To enable the scheduled data refresh function for dashboards, choose the Data Refresh Settings button.

    The Data Refresh Settings window appears. By default, the data cache and the data refresh settings are disabled.

  4. To enable the server cache, choose the Enable Data Cache checkbox.

    The data refresh settings are enabled for data entry.

  5. To set the time of day at which you want the data refresh to start, on the right of the Refresh Data At column, select one or more checkboxes to schedule your daily data refresh. To select or deselect all the 24 checkboxes that correspond to the 24 hours of a day, click the column header area.

    Note Note

    If you do not make any changes after you select the Enable Data Cache checkbox, the default setting is used: refresh data at 00:00 every day.

    End of the note.
  6. To save the data refresh settings, choose the OK button.

    You receive a message that the operation was successful, and the window is closed.

    If you select the Enable Data Cache checkbox and you do not select any checkbox for daily refresh time settings before you choose OK, you receive the following message: To define the daily refresh times for the dashboard, select one or more checkboxes.

    Note Note

    To enhance the performance of dashboards, only displayed data would be cached when you choose to enable the data cache. This means that the data in unloaded sub-charts of a dashboard would not be cached. Therefore, when you load dashboards before the first automatic data refresh takes place, you may note data inconsistencies between the sub-chart data and the main chart data. To solve this issue, you can choose the Refresh Data button or wait until the next automatic data refresh finishes.

    End of the note.

More Information

Working with Dashboards