Notifying Data Source Owners on Extract Mode Refresh Failures in Bold BI
Introduction
In the realm of business intelligence, keeping dashboard data current is essential for accurate decision-making. Bold BI’s data source refresh feature plays a pivotal role in ensuring that the data on dashboards is up-to-date. However, refresh processes can encounter issues, leading to failures that need to be promptly addressed. This article guides you through the process of setting up notifications for data source refresh failures in Bold BI.
Understanding Data Source Refresh in Bold BI
Bold BI utilizes extract mode data sources to optimize dashboard performance. This involves extracting data from various sources, such as databases and Web APIs, and storing it in a data store database. This method reduces query times and enhances the responsiveness of dashboards.
Scheduled refreshes are set up to periodically update the data, but these refreshes can fail for reasons such as connectivity issues or structural changes in the data source. When a refresh fails, it is crucial to notify the data source owner to take corrective action.
Enabling Notifications for Refresh Failures
To help maintain the integrity of your data, Bold BI provides an option to send email alerts to the data source owner when a refresh fails. Follow these steps to enable this feature:
- Navigate to the data sources listing page within Bold BI.
- Identify and select the extract mode data source for which you have scheduled refreshes.
- Click on the “Actions” button associated with the selected data source.
- Choose the “Refresh Settings” option from the dropdown menu.
- In the refresh settings dialog, find and enable the
send failure notification to owneroption.
- To disable notifications in the future, simply uncheck the same option.
By enabling this option, the data source owner will receive an email alert with the error message and a link to the data source refresh history, allowing for quick identification and resolution of the issue.
Conclusion
Setting up data source refresh failure notifications is a proactive measure to ensure the reliability of your dashboards in Bold BI. By following the steps outlined above, you can configure these notifications and maintain the accuracy and timeliness of your data.
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