Freezing dashboards

Freezing dashboards#

This guide explains how to freeze dashboards.

Introduction#

What does “freezing” a dashboard mean?

Adverity updates published dashboards automatically on a nightly refresh cycle. If you want to keep the data currently displayed in a dashboard, you can freeze the dashboard. The data shown in a frozen dashboard is not updated automatically by Adverity.

Can I still use a frozen dashboard?

Yes - you can still edit, share, clone and export a frozen dashboard. You can also manually update the data in individual widgets on a frozen dashboard if you want to update some of your data, but keep other data.

Adverity has frozen one of my dashboards!

Adverity automatically freezes any dashboard that has not been edited or updated in the past 180 days, unless the dashboard has a scheduled export.

Prerequisites#

Before you complete the procedure in this guide, perform all of the following actions:

Freezing a dashboard#

To freeze a dashboard, follow these steps:

  1. Go to the Present page.

  2. Click the dashboard you want to freeze.

  3. In the top-left corner of the dashboard, click image1 Freeze data.

  4. In the Freeze dashboard data pop-up, enable the toggle.

As a result, the selected dashboard will be frozen. A bubble saying Data frozen will be displayed next to the image2 Freeze data icon on the dashboard, and this icon will also appear on this dashboard’s tile in the Present page to show that it is frozen.

Unfreezing a dashboard#

To unfreeze a dashboard, follow these steps:

  1. Go to the Present page.

  2. Click the dashboard you want to unfreeze.

  3. In the top-left corner of the dashboard, click image3 Freeze data.

  4. In the Freeze dashboard data pop-up, disable the toggle.

As a result, the selected dashboard will be unfrozen. The data in this dashboard will be updated automatically on Adverity’s nightly cycle.

Manually refreshing data on a frozen dashboard#

If you want to update the data shown on a frozen dashboard without unfreezing it, you can manually refresh the data. You can manually refresh the entire dashboard or individual widgets.

To manually refresh data on a frozen dashboard, follow these steps:

  1. Go to the Present page.

  2. Click the dashboard you want to manually refresh.

  3. (Optional) To manually refresh all data shown on this dashboard, follow these steps:

    1. In the top-right corner of the page, click image4 Edit dashboard.

    2. In the drop-down menu, click image5 Refresh all widgets.

  4. (Optional) To refresh the data shown in a specific widget, follow these steps:

    1. In the top-right corner of the widget you want to refresh, click image6 Widget actions.

    2. In the drop-down menu, click image7 Refresh.

As a result, the corresponding data shown on this dashboard will be updated. The dashboard will remain frozen, and the data shown will not be updated on Adverity’s nightly cycle.

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