INSYNTIVEAcademy
IDEN
Sign inSign up freeSign up

Module 07 · Publish & share

Share & schedule refresh

Give access and keep numbers current.

Step by step7 minLesson 21 of 21 Free

  1. Step 1: Build a Dashboard by pinning visuals, then use Share to grant access.

  2. Step 2: Set up Scheduled refresh (and a gateway for on-premises data) so data updates automatically.

    Tip: Without scheduled refresh, a published report is frozen at publish time.