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(DOCSP-31737) [Charts] Refresh Behavior Section (#617)
* (DOCSP-31737) [Charts] Refresh Behavior Section * (DOCSP-31737) Conversions to procedures. * (DOCSP-31737) Edits. * (DOCSP-31737) Edits. * (DOCSP-31737) Edits. * (DOCSP-31737) Edits. * (DOCSP-31737) Edits. * (DOCSP-31737) Edits. * (DOCSP-31737) edits. * (DOCSP-31737) Indentation error fix. * (DOCSP-31737) Indentation error fix. * (DOCSP-31737) Indentation error fix. * (DOCSP-31737) Indentation error fix. * (DOCSP-31737) Indentation error fix. * (DOCSP-31737) Error fix. * (DOCSP-31737) Error fix. * (DOCSP-31737) Error fix.
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source/dashboard-refresh.txt

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@@ -28,21 +28,27 @@ behavior is to refresh when data is one hour stale.
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To configure refresh settings for a dashboard:
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1. Select a dashboard from the :guilabel:`Dashboards` page.
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.. procedure::
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:style: normal
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#. Click the :guilabel:`Refresh` icon at
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the top of the dashboard.
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.. step:: Select a dashboard from the
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:guilabel:`Dashboards` page.
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#. Click :guilabel:`Refresh Settings` from the dropdown.
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.. step:: Click the :guilabel:`Refresh` icon
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at the top of the dashboard.
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#. Select your data staleness tolerance from the dropdown.
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|charts-short| supports the following staleness tolerances:
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.. step:: Click :guilabel:`Refresh Settings`
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from the dropdown.
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- An increment of time between 1 minute and 30 days, or
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- Infinity. If you select infinity, your chart doesn't automatically
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refresh.
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.. step:: Select your data staleness tolerance
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from the dropdown.
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#. Click :guilabel:`Save`.
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|charts-short| supports the following staleness tolerances:
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- An increment of time between 1 minute and 30 days, or
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- Infinity. If you select infinity, your chart doesn't automatically refresh.
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.. step:: Click :guilabel:`Save`.
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Manually Refresh Data
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---------------------
@@ -63,11 +69,17 @@ backing your charts and render your charts with the latest data.
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To manually refresh dashboard data:
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1. Select a dashboard from the :guilabel:`Dashboards` page.
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.. procedure::
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:style: normal
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.. step:: Select a dashboard from the
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:guilabel:`Dashboards` page.
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#. Click the :guilabel:`Refresh` icon.
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.. step:: Click the :guilabel:`Refresh`
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icon.
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#. Select :guilabel:`Force Refresh` from the dropdown.
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.. step:: Select :guilabel:`Force Refresh`
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from the dropdown.
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Manually Refresh a Single Chart
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
@@ -77,60 +89,65 @@ chart and render that chart with the latest data.
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To manually refresh a single chart:
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1. Select a dashboard from the :guilabel:`Dashboards` page.
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.. procedure::
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:style: normal
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#. Mouse over the upper right corner of the desired chart and click the
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ellipsis button (:icon-mms:`ellipsis`).
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.. step:: Select a dashboard from the
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:guilabel:`Dashboards` page.
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#. Click :guilabel:`Force Refresh`.
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.. step:: Hover over the upper right corner of the desired chart and click the
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ellipsis button (:icon-mms:`ellipsis`).
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.. step:: Click
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:guilabel:`Force Refresh`.
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Refresh Behavior
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----------------
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- When |charts-short| refreshes dashboard data, only charts with data
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older than your specified staleness tolerance are refreshed.
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|charts-short| does not refresh the entire dashboard at once.
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When |charts-short| refreshes dashboard data, only charts with data
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older than your specified staleness tolerance are refreshed.
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|charts-short| does not refresh the entire dashboard at once.
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- .. include:: /includes/fact-refresh-persistence.rst
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.. include:: /includes/fact-refresh-persistence.rst
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- Hover over the timer at the bottom of the chart to view more
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information.
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The refresh details displayed on your charts depend on your chart viewing method
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and the failure status of your last refresh:
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.. figure:: /images/charts/refresh-timer.png
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:figwidth: 650px
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:alt: Chart refresh timer.
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.. list-table::
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:widths: 33 66
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:stub-columns: 1
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:header-rows: 1
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What you see depends on where you view the chart and if the last
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refresh failed:
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* - Viewing Method
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- Details You See
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.. list-table::
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:widths: 33 66
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:stub-columns: 1
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:header-rows: 1
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* - Authenticated Dashboard
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-
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- The error code that describes why the refresh failed, if
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applicable.
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- Time since the last refresh occurred.
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- Time until the next automatic refresh occurs.
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* - Viewing Method
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- Details You See
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* - Dashboard Accessed with a Public Link
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-
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- Time since the last refresh occurred.
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- Time until the next automatic refresh occurs.
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* - Authenticated Dashboard
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-
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- The error code that describes why the refresh failed, if
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applicable.
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* - Embedded using an iframe or the SDK
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-
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- The :ref:`embedding error code <embedded-errors>` that
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describes why the refresh failed, if applicable.
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- If the chart is configured to automatically refresh:
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- Time since the last refresh occurred.
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- Time until the next automatic refresh occurs.
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* - Dashboard Accessed with a Public Link
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-
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- Time since the last refresh occurred.
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- Time until the next automatic refresh occurs.
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* - Embedded using an iframe or the SDK
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-
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- The :ref:`embedding error code <embedded-errors>` that
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describes why the refresh failed, if applicable.
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- If the chart is configured to automatically refresh:
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- Time since the last refresh occurred.
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- Time until the next automatic refresh occurs.
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You can hover over the timer at the bottom of each chart to view information about refresh times:
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.. figure:: /images/charts/refresh-timer.png
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:figwidth: 450px
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:alt: Chart refresh timer.
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Caching Behavior
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~~~~~~~~~~~~~~~~
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@@ -144,56 +161,47 @@ on both the client and server.
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The data stored in the cache is encrypted with a key specific to
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your |charts| tenant.
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- When a dashboard refreshes automatically:
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When you manually refresh an entire dashboard, |charts-short| updates
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all chart data by querying the data source for the latest data even if
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the chart data is within the specified staleness tolerance period.
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- If a chart's data is within the staleness tolerance period,
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|charts-short| doesn't refresh the chart's data.
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When a dashboard refreshes automatically:
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- If a chart's data is outside of the staleness tolerance period,
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|charts-short| returns the latest data from the server cache. If the
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server cache contains stale data, |charts-short| queries the data
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source for the latest data, refreshes the chart, and updates the
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data cached on both the client and server.
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- If a chart's data is within the staleness tolerance period,
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|charts-short| doesn't refresh the chart's data.
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.. note::
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- If a chart's data is outside of the staleness tolerance period,
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|charts-short| returns the latest data from the server cache. If the
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server cache contains stale data, |charts-short| queries the data
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source for the latest data, refreshes the chart, and updates the
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data cached on both the client and server.
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If your chart is embedded using
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:ref:`Atlas App Services Authentication <stitch-sdk-tutorial>`
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and
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:guilabel:`Fetch data using Atlas App Services` is enabled in your
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:ref:`Authentication Provider Settings
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<configure-auth-providers>`, your chart does not load data from
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the server cache. Your ``maxDataAge`` embedding parameter still
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dictates how often the chart refreshes, but the data source is
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always queried on each render.
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- When you manually refresh an entire dashboard, |charts-short| updates
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all chart data by querying the data source for the latest data even if
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the chart data is within the specified staleness tolerance period.
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.. note::
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If your chart is embedded using
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:ref:`Atlas App Services Authentication <stitch-sdk-tutorial>`
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and
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:guilabel:`Fetch data using Atlas App Services` is enabled in your
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:ref:`Authentication Provider Settings
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<configure-auth-providers>`, your chart does not load data from
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the server cache. Your ``maxDataAge`` embedding parameter still
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dictates how often the chart refreshes, but the data source is
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always queried on each render.
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Refresh Failures
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~~~~~~~~~~~~~~~~
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When an automatic or manual refresh fails:
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- |charts| displays the most recently rendered chart, including all of
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the chart's interactive elements.
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- If |charts| has never successfully rendered the chart, the following
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message is displayed: ``Unable to load data``.
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When an automatic or manual refresh fails, |charts| displays the most recently rendered chart, including all of the chart's interactive elements,
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along with an error message that reads ``Last refresh failed``. If |charts| has never successfully rendered the chart, the error message instead reads ``Unable to load data``.
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- |charts| displays the following error message at the bottom of the
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chart: ``Last refresh failed``.
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If you're viewing a chart that is rendered on an Authenticated Dashboard or embedded using an iframe or the SDK,
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you can click the :guilabel:`Refresh` link in the error message to manually refresh the chart.
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- If you're viewing the chart on an Authenticated Dashboard,
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click the :guilabel:`failed` link in the error message to view
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additional error details.
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If you're viewing the chart on an Authenticated Dashboard,
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click the :guilabel:`failed` link in the error message to view
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additional error details.
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.. note::
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This link is not available when you view charts on a dashboard
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from a public link or embedded using an iframe or the SDK.
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.. note::
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- The error message includes a :guilabel:`Refresh` link if the chart
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is rendered on an authenticated dashboard or embedded using an
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iframe or the SDK. Click the link to manually refresh the chart.
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The :guilabel:`failed` link is not available when you view charts on a dashboard
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from a public link or embedded using an iframe or the SDK.
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