UPCOMING WEBINAR: The Roadmap for Market Researchers in the Age of AI Users can set up their dashboards to update automatically, including automatically updating data sources, R outputs, exporting data, and republishing dashboards with updated data. The sections below cover your options for automatic updating.
- Method - Automatically update data
- Method - Automatic publishing of online documents (i.e., dashboards)
- Method - Automatically update R calculations
- Method - Automatic data exporting
Requirements
- A Displayr document
- Automatically updating data sources or automatically publishing a dashboard requires Server time for private dashboards and API on your account and will consume that time. Each event (updating and publishing) will consume that time separately.
Method - Automatically update data
If you have imported your data via URL, SQL, R Code, the Displayr API, Displayr Cloud Drive, or a built-in API integration (e.g., Qualtrics, Forsta, etc.), you can set a schedule to update the data automatically. After the data is initially imported, you can connect it to a schedule, and your data and outputs will update automatically. Go to How to Set Up Schedules in Displayr for instructions on how to set up and use schedules.
Please note that automatically updating data does not cause the published document to automatically update; the section below describes updating the published document (dashboard).
Method - Automatic publishing of online documents (i.e., dashboards)
You can automatically republish a dashboard using a schedule. See how to automatically republish your dashboard using a schedule for the steps to set this up.
Please note: Automated publishing requires Server time for private dashboards and API on your account and will consume that time.
Method - Automatically update R calculations
R outputs, calculations, and variables can be automatically updated using a schedule. For information about how to set up a schedule, see How to Set Up Schedules in Displayr.
You can learn more about these functions at How to Automatically Update Calculations, Variables, and Data Sets Using R.
Method - Automatic data exporting
Sometimes it's helpful to have a document that automatically exports results. For example, you may want to have another Displayr document automatically import data computed using Displayr. See the method described here: Create a Separate Data Preparation Document.
Next
How to Set Up Schedules in Displayr
How to Create Dashboards with Real-Time Updating
How to Automatically Update R Outputs on a Schedule