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Regular Visitor

Refresh data in Cloud directly from source

Hi,

 

I created a detailed report in the desktop version. This report based on Smartsheet data (connected to ny account).

 

I publish the report to the cloud and signed in with my credentials to Smartsheet (in the dataset).

 

I'm trying to refesh my report DIRECTLY from the report in he cloud and it is not refreshed. Data still the same as was when publish.

I don't want to use the desktop anymore, only refresh from cloud.

 

Is there any way to do this?

 

Thanks,

Nofar

2 REPLIES 2
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Super User III
Super User III

Re: Refresh data in Cloud directly from source

@NofarBK You need to refresh the dataset, then the report. They are two different objects. Start with the dataset, and if the report doesn't automatically update (which it usually does) kick off the report refresh.


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Community Support
Community Support

Re: Refresh data in Cloud directly from source

Hi @NofarBK ,

 

If your dataset contains not only the cloud data source(such as the Smartsheet, One Drive etc.), but also the on premise data source, then it needs to use the gateway ,and you can choose manual refresh or configure schedule refresh to get the latest data, see more: :On-premises data gateway , Configure scheduled refresh.

 

Note that you also need to select Allow user's cloud data sources to refresh through this gateway cluster option Under Gateway Cluster Settings. See: Merge or append on-premises and cloud data sources.

 

Best Regards,

Amy

 

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