How to Implement a Workflow Solution in Order to Automatically Update Data in a Displayr Dashboard

This article describes how to implement third-party workflow solutions in order to be able to seamlessly update your Displayr dashboard when there is no direct API connection to the survey data.

A key benefit of using Displayr is that you can create a workflow, whereby you can set up a scheduled refresh of the data, which will automatically update the data connected to the dashboard even if a direct connection from Displayr to the survey platform is not available.

There are four basic options for automatically updating data in a Displayr document. These are via Schedules, URL, SQL, R Code, and the Displayr API. These are discussed in more detail in How to Automatically Update Dashboards in Displayr.

In this article, we will be focusing on integrating the URL option with a third-party cloud-based workflow app. A workflow app is a tool that allows you to automate tasks involved in a business process. These automated workflows, otherwise known as flows, will allow Displayr to connect to and automatically update data where a direct connection to the survey platform is not available. It is assumed that the survey platform being used can automatically generate one or more data files and send those data files via email as an attachment.

Microsoft Power Automate or Zapier are examples of workflow apps. Each has its own strengths and weaknesses. Microsoft Power Automate integrates directly with Office 365 apps. This makes it an easy choice for those working with Office 365 products. Zapier, on the other hand, tends to be the go-to choice for people looking to automate their workday while using Google’s productivity suite. There are a plethora of workflow apps on the market, and whilst the interface, the approach, and the terminology may be different for each app, in essence, they all perform the same function: getting your favorite apps to talk to one another.

Requirements

A Displayr document

Method

Step 1: Create a flow triggered by an event

The event is triggered by an email arriving in your inbox that has properties matching specific criteria, such as the email's subject heading or the email's sender. The flow then extracts the email attachment and saves it to a predefined location that syncs with a cloud app, for example, OneDrive, Dropbox, etc. The filename of the data file needs to be named the same throughout so that when the flow extracts the attachment, it overwrites the previous data file.

Step 2: Select the data you want to share

In this example, we saved our data set on OneDrive Personal. For more information on using other cloud data storage apps, please see How to Import Data or Tables via URL.

1. Go to the OneDrive website and sign in.
2. Select the data file you want to share.
3. Click the Share icon that appears to the right of the file name:
4. Click the Link settings cog next to Copy link.
5. Select Anyone and click Apply.
6. Click Copy link to copy the link to your clipboard.

This URL is not a direct download link. A direct download link is a URL that will immediately download the file when pasted into your web browser. For Displayr to download fresh data when it loads your document then you will need a direct download URL.

Step 3: Create a direct download URL

The easiest way to do this is to copy the link. The URL will be a direct path to the file.

1. Paste the link in Chrome (or another browser).
2. Click download, and download the file as normal.
3. While still in Chrome, go to Menu > Downloads or press Ctrl + J to open the download window, and you should see the direct link that was used.
4. Right-click on the file that was downloaded and select copy link address. Many browsers show the actual download URL in the Downloads section. In these, you can start the download and cancel it right away, then copy the URL from the download history.

Step 4: Create a new document in Displayr

1. In the Data Sources area, click . The following dialog box will appear on screen:

2. Select URL.

3. Paste the URL direct download link previously created into the URL (web address).

4. Click OK.

5. Back in the main Displayr user interface, you may want to rename the file by selecting the data file, right-clicking, and selecting Rename. For example, see below:

Step 5 - Automatically update your data

If you want to automatically pull in updated data from the URL, you need to set up a Schedule. You can view, update, or add a schedule to your data set by clicking Schedules in the toolbar when your data set is selected.

See How to Set Up Schedules in Displayr for more information and details about how to set up a schedule to automatically update your data.

Once you set up a schedule, you will need to make sure you connect the data set to a schedule. You can check this by clicking Schedules in the toolbar and seeing the data sets and objects included in the schedule.

Note: If the relevant files are located within a Displayr Cloud Drive folder with configured access, ensure your document also has access to this folder by including the user groups that can access it in either the permissions of the document's folder or the document itself. See How to Manage User Groups and Permissions in Displayr and How to Use the Displayr Cloud Drive for more details.

Next

How to Create Dashboards with Real-Time Updating

How to Set Up Schedules in Displayr