Can't set scheduled update within Insights desktop

[KaufmannC_Pasco]

Hello!

I have run into an issue and this may be completely user error but for some reason the scheduled update option is completely greyed out on any data I publish within Insights as a report. This includes content added from the following file types: gdb.zip, feature class from either Enterprise Portal or AGOL, database table from either Portal or AGOL, and even a tutorial dataset from one of the trainings on insights main webpage. I am an admin of my organization with licensing assigned and everything I am publishing is shared publicly.

Enterprise Portal Version 11.1

Insights Desktop Version 2023 1.185920

[AkshayHarshe · Accepted solution]

Hi @KaufmannC_Pasco , 

Thanks for your question. I am guessing you are trying to share it with your portal org. Unfortunately, the scheduling capability is not available when you are using the ArcGIS Insights Desktop product. For several reasons, but mainly the scheduling API on your portal/online is not accessible in the Insights desktop product. It is possible to schedule this page by logging in to your portal but it will be unlikely that it will update your data depending on where it is coming from and what tools you have run. (It gets more complex from here) which is why you would be better off creating and sharing the report from your Enterprise or Online

Do let me know your workflow and what you are trying to achieve and maybe I can answer some of your questions. 

Akshay

[KaufmannC_Pasco]

Hello @AkshayHarshe ,

Sorry for the late response. I was finally able to find the time to test this and this was indeed the case. It gives me the option to schedule an update while using the Enterprise Portal version unlike the Desktop.

Is there any differences between the two version that working in one or the other is more beneficial? Currently we are planning to create a Fire Department calls of service workbook that will be using an exported Excel table converted into a map layer for lat/long. This data will be updated either once a day or weekly depending on the Fire Chiefs decision.

[AkshayHarshe]

Hi @KaufmannC_Pasco ,

If you are looking to use scheduling an Insights report that updates at a certain interval to show the newest data then, then the Enterprise version will be most convenient. If you often find the editing workbook disconnected then you can use the Insights Desktop version and share the workbook with your connected org by reference. You can then create a report from this workbook.

There is not much of a difference between ArcGIS Insights desktop and Enterprise, except you can connect to multiple organizations in the desktop application and cannot use scheduling. Also, some operations might be faster or slower depending on where the data is coming from.

For your data to be refreshed in a shared report it is important that it is coming from the updatable source. i.e. Databases, Feature services. If you are using Excel you may want to have some data pipeline to make that into a FS or a database table which you can access in insights. The scheduler cannot re-fetch the Excel data from your disk or SharePoint locations.

Please see Scheduled Updates for published reports for more information. Hope that helps, let me know if you have any questions