Schedule Manager


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This Analytics Edge utility is part of the Core Add-in, and is used to manage all of the Analytics Edge scheduled refreshes. If can be launched from the Schedule Refresh wizard, and will open automatically following any scheduled refresh.

Contents can be sorted and filtered in multiple combinations, and selected workbooks can be bulk refreshed (Run Now), or have their schedules changed (Reschedule), Disabled, Enabled or Deleted. Select the workbooks by checking the boxes in the left column, then pick the action to be performed at the top and click the Go button. Individual schedules can be modified by clicking the edit link.

Individual workbooks can be opened by clicking on the File name. Columns can be sorted by clicking on the column titles. You can filter for characters in the file name by typing in the Filter box, and further restrict the view by selecting the Folder, Type or Status values. The view can be refreshed by clicking the refresh button.

Details of the most recent refreshes can be seen by clicking the Log button.

Files can be scheduled in bulk by clicking the +Add Scheduled Refresh and selecting multiple files. The refreshes will be scheduled 1 minute apart starting at the time selected.

Status Messages

Each scheduled refresh is assigned a status based on the results of the last attempted automatic refresh. Note that if you manually open and refresh a workbook, it will not update the status, but if you select the workbook and pick Run NowGo, it will update the status.

ok – the refresh completed without error.

New – the refresh has not yet been run to completion. Note: if the computer is restarted after the scheduled First Start date, the refresh will run even if it is not scheduled to run that day. It is assumed the schedule was missed.

#Running – the scheduled refresh is currently running. Note that the process may not be visible in Windows. If a scheduled refresh remains in this state for more than an hour, it may be necessary to reboot your computer to clear the background process. If you do this, note that Excel may disable the Analytics Edge add-in, and you may have to re-enable it manually.

?See Log (macro error) – the refresh did not report an ok status upon completion. Usually this is caused by a macro error. See the Log in case there is indication of the failure.

?See Log (refresh crash) – the refresh did not complete withing the timeout period and may have failed unexpectedly. Check the workbook and manually refresh to see what the problem could be.

?See Log (no response) – the refresh ended without reporting success or failure. Check the file and refresh manually to see whether there is a problem.

!Disabled – the scheduled refresh has been disabled and will not run until re-enabled. Use this state to pause refreshes without deleting them.

!Not logged in – Windows attempted to run the scheduled refresh but the user was not logged in at the time. Run the Refresh at your earliest convenience.

!Problem with Scheduled Item – the scheduled task is not recognized as an Analytics Edge Scheduled Refresh. Recreate the scheduled item or delete the task.

!Not an AnalyticsEdgeRefresh – the scheduled refresh is not a properly configured Analytics Edge refresh. Delete and re-create the refresh schedule.

!Excel cannot be found – the instance of Excel on your system has moved since the refresh was scheduled. You will need to reschedule the refresh.

!Not an Excel workbook – the scheduled refresh does not point to a supported Excel file type (xls, xlsx, xlsm, xlsb).

!File does not exist – the schedule points to a workbook file that has been moved or deleted. Note that it may not be possible to refresh workbooks on network drives.

!Queue File Locked – if the refresh was unable to get access to the refresh queue file after several attempts, the file may be locked by a failure of you may have too many refreshes scheduled at the same time. It may be necessary to reboot your computer to clear the file lock.

!Aborted – the refresh was somehow aborted and will need to be rerun.

!Error <message> – the refresh reported an error. Open the workbook and refresh manually to confirm the error was not intermittent (server/service unavailable).