Refresh Dashboard

Syncfusion Dashboard Designer allows you to configure the scheduled refresh of dashboard. Either the whole dashboard or specific widgets in a dashboard can be refreshed automatically based on a timer.

How to enable automatic refresh for a Dashboard?

To enable auto refresh, navigate to the Dashboard menu and click the Refresh Settings… to open the Refresh Settings dialog. The refresh settings window can also be opened by using the keyboard shortcut Ctrl+ Shift+ R.

Select the dashboard for which you need to set the refresh settings.

Choose Enable Auto Refresh.

By default, the auto refresh will be applied to all widgets present in the dashboard report.You can select/unselect the widgets based on your requirement. The selected widgets will alone be refreshed in the viewer.

Click OK to save your changes.

How to set the timer for automatic refresh?

The time Interval for automatic refresh is 30 seconds, by default. To set a different time interval, click the Set Timer.

Now the Set Timer window will be opened.

You can select the required Mode and set the time settings based on your requirement.

Mode available in set timer window

The available modes are Hourly,Daily,Weekly, Monthly and Yearly.

Hourly mode

In hourly mode, you can set the refresh interval time from seconds to hours.

Daily mode

The dashboards will be refreshed on every selected day.

Weekly mode

You can select the week interval and days of the week by using the weekly mode.

Monthly mode

You can select the specific date and month interval for refresh interval or you can select the last day of the month as the timer value.

Yearly mode

The Yearly mode allows you to set the month, date and year interval.

After setting the timer values click the Set to apply the changes.

How to enable automatic refresh for particular widgets in a dashboard?

The automatic refresh for particular widgets alone can be configured through the Refresh Settings dialog.

Select Enable Auto Refresh in the dialog and then select Widget(s).

Select the widgets that you needed to refresh automatically…

Set timer option for widgets

Now, click the settings to set the timer for the selected widget.

Click the Set Timer shown in the menu.

Now, the Set timer window will be shown and you can set the required time for refresh.

Now ,the the time interval will be shown next to the widget as follows.

Apply timer from option for setting the timer value in widgets

This option allows to use the same timer value applied to other widgets. Click the settings to get the menu option.

Select the widget from which you want to apply the timer value.

Now,the timer value will applied to Organization Category widget from Categories with the least demand.

Click OK to apply the refresh settings and save your dashboard report.

How to enable automatic refresh only for any record insertion or deletion in the associated database?

Automatic refresh will keep track of changes in the data even it is an update to existing record. To refresh only on new insertion or deletion of records,

Enable the auto refresh settings for the dashboard or widget and set the required timer value.

Click the Refresh only on for insertion/deletion of row(s) to apply the changes.

Now click OK to apply the settings and save your dashboard report.

NOTE

The User Interface shown in this document is applicable for the 3.1 Dashboard Designer version.If, you are using a lower version of the dashboard designer application the UI and options may differ.

How to enable client-side caching

The Enable Client-Side caching option enables or disables the client-side cache. If the option is enabled, it maintains the client-side cache for the master - slave widget interactions made in the dashboard viewer/server. So, when there is an interaction in the dashboard, and if the same filters were already used in the same dashboard, data will not be fetched from the server again. It will be used from the client-side cache memory, so the dashboard loads faster. If the option is disabled, it does not maintain the client-side cache for the interaction data.

To enable the Client-Side Caching option check the option like shown in the following screenshot. Un-checking the option will disable the caching.