How-to
How to refresh cube data automatically in Hubviz
Schedule a cube refresh in Hubviz Studio, choose between running on this computer or in the cloud and follow the sync history.
Have the cube fetch the data again and send it to Hubviz Web at the time you choose. Your team sees up-to-date dashboards without anyone publishing by hand.
When to use it
- The data changes every day (sales, orders, entries) and the dashboard needs to keep up.
- You don’t want to depend on someone opening Hubviz Studio and clicking send.
The setting lives in each cube, on the Sync tab.
This computer or the cloud
The first choice is where the refresh runs.
| This computer | Hubviz Cloud | |
|---|---|---|
| Who runs it | The Hubviz Studio installed on this computer | The Hubviz servers |
| Computer must be on | Yes, with Hubviz Studio open | No |
| Reaches internal network data | Yes, such as databases with no internet access | No. The source must be reachable from the internet |
| Requires from the connection | Nothing | Connection saved in the cloud |
| Available in the browser | No | Yes |
| Plan | All | Paid plans. The Free plan does not refresh in the cloud |
Turn on the refresh
-
In the project side menu, under Cubes, open the cube.
-
Click the Sync tab.
-
In When and where, turn on Refresh automatically.
-
In Where to sync, pick This computer or Hubviz Cloud.
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In Update Frequency, pick the period in Every and the time in At.
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Save the cube with Ctrl + S.
Tab options
| Option | What it does |
|---|---|
| Data refresh | Shows where the refresh runs (This computer, Hubviz Cloud or Off) and, in Next at, the time of the next run. |
| Sync now | Refreshes now, outside the schedule. |
| Refresh automatically | Turns the cube’s schedule on or off. |
| Where to sync | This computer or the cloud. See the table above. |
| Update Frequency | The period and the time. Clear removes the frequency. |
| Sync history | Each run, with When, Source, Status and Details. Filters: All, Local, Cloud and Errors. |
Period
| Every | Fields that appear | Example |
|---|---|---|
| hour | Hour and minute | Hour on “Every” and minute 15: runs at 00:15, 01:15, 02:15… |
| day | Hour and minute | Every day at 06:00 |
| week | Day of the week, hour and minute | Monday at 07:30 |
| month | Day of the month, day of the week, hour and minute | Day 1 at 05:00 |
| year | Month, day of the month, day of the week, hour and minute | January 2 at 03:00 |
Each field can stay on “Every” (all values) or take one or more values. Below the fields, Hubviz describes the frequency in words so you can check it.
The minimum frequency is 1 hour. When you change the period, check the new fields: switching to week, for example, resets hour and minute to “every hour” and “every minute”, and Hubviz shows the warning The minimum frequency is now 1 hour. Adjust the schedule before saving.. Pick the day, hour and minute before saving.
In projects with more than one company, the tab asks whether the frequency applies to all of them (Set an update frequency for all companies in the project) or whether each company has its own (Set an update frequency for each company in the project).
Example: sales refreshed every morning
Aurora’s Sales cube reads the ERP, which only exists on the internal network. The board opens the dashboard at 8 a.m.
| Option | Value |
|---|---|
| Refresh automatically | On |
| Where to sync | This computer, on the finance team’s computer, which stays on |
| Update Frequency | Every day, at 06:00 |
The Opportunities cube, which reads the CRM through the API, uses Hubviz Cloud every hour: the API is on the internet and the connection is saved in the cloud.
If the cloud option is blocked
| Notice | What to do |
|---|---|
| This connection is saved only on this computer. To sync in the cloud, change the connection storage to Cloud. | Edit the connection and set Storage to Cloud. See where the connection is kept. |
| The Free plan cannot automatically sync cubes in the cloud. | The cloud requires a paid plan. See Plan and billing. |
In the browser, This computer is disabled with the notice Syncing on this computer is only available in the installed Hubviz Studio.
Refreshing on this computer
A local schedule applies to the computer where it was turned on. If you open the cube on another computer, you see the notice Scheduled locally, but it is not active on this computer. and the Enable on this computer button. Keep it active on one computer only, one that stays on at the scheduled times.
To see every cube scheduled on this computer, open Send Data Logs in the top menu and click the Scheduled Cubes tab. There you turn each cube’s Local schedule on and off.
Check that it worked
- In Sync history, use the Errors filter to find failures. The Details column has the error message.
- With no runs yet, the list shows No sync runs found.
- Common errors: the connection password changed, the database is down or, in the cloud, a source that only exists on the internal network.