Schedule Refresh

The Analytics Edge Standard Add-in allows you to schedule a refresh of your workbook. Open the workbook to be scheduled and from the Analytics Edge ribbon bar, click the Schedule button.

Read the important instructions about scheduling; the most important thing is that your computer must be on, running and logged in for the refresh to take place.

Click Schedule This Workbook to set a schedule.

Only one schedule can be created per workbook. If you open the Schedule Refresh wizard from a workbook that already has a schedule, the wizard will edit the existing schedule.

One-Time Refresh

Select the One Time radio button, select the First Run At date and time for the refresh, and click the Set button.

Daily Refresh

To refresh at a specific time every few days, select the Daily radio button, and enter the number of days between refreshes (every day = 1; every second day = 2). Select the First Run At date and time for the refresh, and click the Set button.

Weekly Refresh

To refresh on specific days of the week, select the Weekly radio button, select the days you want the refresh to occur on and the number of weeks between refreshes (e.g. every second Tuesday). To select multiple days, hold the Ctrl-key down while clicking on the days. Select the First Run At date and time for the refresh, and click the Set button.

Monthly Refresh

To refresh on a monthly basis, select the Monthly radio button, and select the months desired. If you want specific days of specific weeks of the month, select the ‘on’ radio button, select the weeks and days desired.

If you want to refresh on a specific day of the month (2nd of the month, every 3 months), then select the ‘days’ radio button and select the days desired. Hold the Crtl-key down to select multiple days or months.

Select the First Run At date and time for the refresh, and click the Set button.

Abort Refresh after # minutes

The scheduler will wait a period of time to allow a scheduled refresh to complete and prevent other refreshes from running. You can specify how long the scheduler should wait before abandoning the process and starting another refresh.