Let viewers refresh a collection's data by upload
Data refresh lets the people a collection is shared with update its dashboards by uploading a file. It runs through an automation in the collection's project that has a source folder and destination datasets, such as a Combine incoming data automation. Turn it on from the collection header's ⋯ → Data refresh….
Turn on Data refresh
- In the collection header, open ⋯ → Data refresh….
- Pick the Automation. Only automations in the collection's own project are listed. With none, the dialog says "No automations in this project yet."
- Click Save. You see "Data refresh updated".
The header then shows Data refresh. To stop it, open the same dialog and click Turn off data refresh.
| Message | Why |
|---|---|
| "The selected automation has no source folder" | The automation has nowhere to receive files |
| "The selected automation has no destination datasets" | The automation doesn't write to a dataset |
| "A collection can only refresh from an automation in its own project." | The automation is in another project |
How viewers refresh the data
Viewers see Refresh data above the dashboards. It opens "Refresh data: Upload new files · Mammoth validates and appends automatically".
- Drop CSV or XLSX files, or browse for them. Several can go at once.
- Format validation checks each file against the automation's datasets.
- Matching files are appended. When the run finishes, viewers see "Dashboards updated: Your dashboards now reflect the latest data".
To start from the right headers, open Column templates and click Download for a CSV with only the required headers. A file Mammoth can't read shows "Unsupported format", with Delete file.
Related
- Collections: create and share the collection.
- Combine incoming data: the automation behind Data refresh.
- What viewers see: the collection from the viewer's side.
Something wrong? support@mammoth.io