Reviewing Table Refreshes
Review past data updates, their status, and any errors that occurred.
Updating & Refreshing Tables
Refresh a table manually or turn on automatic updates to keep its data current.
A table is a copy of data imported into Dashbreeze. If the original data changes, the table does not change until it refreshes.
Select Sync data when you want the latest data now. For a connected app or database, you can also schedule automatic refreshes.
Choose how the table refreshes
Manual refresh
Manual refresh is available for every type of table. Dashbreeze does not refresh it on a schedule. You must open the table and select Sync data each time you want an update. For an uploaded file, you must also choose the new file to import.
Automatic refresh
Dashbreeze refreshes the table on a schedule. Automatic refresh is available only for connected apps and databases. You can still use Sync data at any time.
Turn on automatic refresh
- Open the table.
- Open the Sync Mode panel.
- Change Mode from Manual to Automatic.
- Choose how often the table should refresh.
- Select Save.
Available schedules depend on your plan:Some faster schedules may show an Upgrade label. Choose an available frequency or check your plan for a shorter interval.
Uploaded files are manual only:Excel, CSV, JSON, and Parquet files are not connected to the file on your computer. Dashbreeze cannot check them for changes. Select Sync data and upload the new file when you want to update the table.
What a refresh does
A refresh does more than download new rows. Dashbreeze updates the table and everything that uses it.
1
Get source data
Dashbreeze reads the latest rows and columns.
2
Update the table
The new imported copy replaces the previous copy.
3
Apply transformations
Saved filters, joins, formulas, and other steps run again.
4
Update blocks
Connected charts, KPIs, gauges, and tables use the new result.
If a joined table depends on the refreshed table, Dashbreeze also rebuilds that joined result. Its connected dashboard blocks then receive the update.
What can change after a refresh
Rows and values
New rows can appear. Removed source rows can disappear. Edited values can change charts and totals.
Columns
New columns can appear. Renamed or removed source columns can affect transformations and blocks that use them.
Keep source names consistent
Keep column names the same when possible. For Excel files, also keep the worksheet name the same. Dashbreeze uses these names to find the data during the next refresh.
Renamed or missing columns can cause errors:A transformation or block may use a specific source column. If that column is renamed or removed, Dashbreeze may no longer be able to run the step or load the block.
If a refresh doesn't run
A refresh can fail when a connection expires, a password changes, access is removed, or the source no longer exists. A database query or a changed column can also cause a failure.
Workspace members are notified:When a refresh fails, every member of the workspace receives an email and an in-app notification. The email names the table and workspace, warns that the data may be out of date, and includes a link to review the issue.
- Open the table and select Activity Log.
- Read the error shown for the failed refresh.
- If the connection stopped working, reconnect it from Integrations.
- Fix any renamed columns, deleted worksheets, or database query errors.
- Select Sync data again.
