Dashboard Pre-refresh

1. Overview

1.1. Function Description

The dashboard pre-refresh function can pre-load dashboards that users need, that is, before users access dashboards, the system will automatically load and refresh data in advance to ensure that users can see the latest data when opening dashboards without waiting for data loading.

This function can significantly improve user experience, reduce user waiting time, and allow users to obtain required information more quickly. It can be set according to user needs and preferences, setting pre-refresh time intervals, pre-refresh data scope, etc.

Note: Pre-refresh settings are disabled by default (enable as needed).

1.2. Application Scenarios

If you are facing the following situations, it is recommended to use the pre-refresh function:

Scenario 1: During peak commuting hours, user data viewing needs are concentrated on some dashboards, and when concurrency is too high, tasks are crowded;

Scenario 2: Leaders may only focus on a few dashboards, with short data viewing time, but the waiting time even exceeds the data viewing time;

Scenario 3: Dashboards for regular leadership reporting, where waiting is required during reporting, which is a waste of meeting time.

1.3. Usage Instructions

2. Usage Guide

Function entry: Enter the [Management Center] page, then click [System Settings] - [Advanced Settings] - [Pre-refresh Settings] to configure pre-refresh.

2.1. Enable Global Pre-refresh

Click the [Page Pre-refresh] switch to enable the pre-refresh function.

2.2. Set Global Pre-refresh Time Range

By setting the global pre-refresh time range, the system can trigger early dashboard refresh when corresponding datasets are updated within the time period specified by users, achieving early loading of dashboard data.

Note: The time range cannot exceed 10 hours.

2.3. Add Pre-refresh Pages as Needed

Add dashboard pages for pre-refresh as needed. This supports individual dashboards and batch selection under folders. After checking target pages, you can click OK to proceed to the next step.

Note:
1. Please do not set too many pre-refresh pages and corresponding users, otherwise it will affect users' real access and cause untimely page refresh.
2. If the target pages contain multiple tabs, only the content of the first tab will take effect.

2.4. Configure Pre-refresh Rules for Pages

After adding pages, you can edit the page's refresh time range (default is global time range, after modification, it takes effect according to the page's refresh time range), refresh priority (only effective for extracted datasets), and corresponding users/user groups that need refreshing.

Users or user groups that need pre-refresh need to be manually checked.

Note:
1. If users/user groups are removed from the page's permission list, they will no longer take effect for these users/user groups.
2. Users can also edit the page's refresh time range and refresh priority (only effective for extracted datasets).

2.5. Pre-refresh Page Management and Maintenance

In the above process, we described the addition and editing of pre-refresh pages. Now we will further explain page management and maintenance. Currently, we support the following four operation items:

Operation Item	Description
Edit	Supports users clicking the [Edit] button of pages at any time to adjust current page pre-refresh configuration.
Delete	Supports deleting current pre-refresh pages, operation is irreversible. Note: If dashboard pages are deleted, the pre-refresh page configuration will also be synchronized and deleted. Even after recovering dashboard pages from the recycle bin, the current pre-refresh page configuration will not be restored and needs to be reconfigured.
Refresh Records	Displays each refresh page, corresponding refreshed users and datasets that triggered updates, submission start time and end time of pre-refresh tasks (only represents task submission completion, not refresh completion), records are retained for 30 days
Refresh	Supports manual refresh for pages, which will prioritize the current page to the first position for pre-refresh; not affected by refresh time range or refresh cutoff time.