Refresh Data in Entire Workbook

[michael_vetter]

I'm extremely new to ArcGIS Insights and I created a new workbook and I'm ready to share it. I was reading in the documentation that when you share a page there is the ability to create a schedule so that the data on that page is refreshed. Is there a way to do something similar for the entire workbook? Thanks in advance.

[KateMaclachlan]

Hi Michael, 

Unfortunately at this time you can only schedule individual pages. If doing so at a workbook level is something you need if you can add an idea to https://community.esri.com/t5/arcgis-insights-ideas/idb-p/arcgis-insights-ideas that would be great and can help push things along 🙂 

Thanks,

Kate

[michael_vetter]

Thanks for the quick response Kate! This might be a dumb question, but when a user opens the workbook does the data refresh as the workbook loads or does the data become static as soon as I share the workbook?

[KateMaclachlan · Accepted solution]

Hi Michael, 

Definitely not a dumb question! There is some nuance here. So for a shared workbook as a whole, it won't refresh if you just open it or reload the broswer. I believe the shared workbook will always show the last saved state of a workbook. So If you've shared your workbook, then as an editor gone in and edited or refreshed and clicked save, the shared workbook should update. But it won't pull any data updates just upon opening and loading the shared workbook (unless the editor has done an update and saved) so in a sense it becomes static. Unless - you have cross-filters or predefined filters on some of the pages, then in that case any data using cross filters or pre-defined filters should  update with data updates when re-loaded or refreshed (for feature layers or database data, excel/csv or other uploads dont have that live connection). 

One sort of workaround for getting the scheduled updates for a workbook, would be to share each page of your workbook individually - set a schedule - and embed those pages into another format such as a story map. 

Here is a blog which helps guide you on embedding insights if that is a route you want to take.
"Share your Insights analysis using ArcGIS StoryMaps"

I hope this helps, I know its a bit convoluded. 

Thanks, 

Kate

[michael_vetter]

Just to make sure I read your response correctly, the workbook does not update when it loads or refreshes except if I have data that are using cross filters or pre-defined filter then it should update the data if I reload the workbook.

Thanks again for the explanation!

[KateMaclachlan]

Yes, I think you summed it up correctly 🙂