Schedule a Liveboard job

Starting in December 2021, ThoughtSpot rebranded pinboards as Liveboards. For backward compatibility, we currently support internal processes and external methods that use the older naming convention.

You can add multiple schedules with different configurations for a single Liveboard. However, each job is limited to one Liveboard schedule. Any user can create a Liveboard schedule for themselves. To add or modify a schedule for other users and groups, you must either be an administrator or have the can schedule for others privilege, and at least edit-only and view-only access to the Liveboard.

To schedule a Liveboard:

  1. Sign in to ThoughtSpot from a browser.

  2. Select Liveboards, on the top navigation bar.

  3. Select the Liveboard you want to create a schedule for.

  4. Click the Schedule button to the left of the ellipses icon to create a new schedule. To modify an existing schedule, click the ellipses icon more options menu icon and select Manage schedules.

  5. In the Add a schedule page, set the values for your schedule.

    Repeats

    You can rebuild a Liveboard every n minutes, hourly, daily, weekly, or monthly. For some of these, you can also choose specific times of the day or days of the week.

    If you schedule a Liveboard hourly or every n minutes, ThoughtSpot bases the schedule on when you first schedule the Liveboard. For example, if you schedule a Liveboard to repeat every 3 hours, and you first click on Schedule at 8:14 A.M., ThoughtSpot sends it to you at 11:14 A.M., 2:14 P.M., and so on.

    Make sure to note the Server time zone.

    Name

    Provide a short name for this schedule. This name should be descriptive and unique.

    Description

    Enter a description to remind yourself and to inform others. If this is an important schedule for a meeting or a report, you should mention that.

    Type
    • CSV files provide all data for tables, with one attachment for each table. Use CSV files to perform further analysis offline.

    • PDF files show all visualizations in the Liveboard. Each chart uses a page in the file; tables show only the first 100 rows of a table. Use PDF files to skim the data.

    • Configure layout options allows you to specify the Liveboard layout, after you choose either CSV or PDF. For more details about the layout options, refer to Download a Liveboard as a PDF.

      Refer to format of scheduled Liveboards for more information about the differences between CSV and PDF attachments in a scheduled Liveboard email.

    Gating condition

    Write a statement that returns a single boolean value (true or false). For example, sum (revenue) > 100 is a valid condition, but is_weekend (commit_date) is not, since it returns a result per row of data. You can use any data source (table, worksheet, or view) that you have access to for the gating condition, since ThoughtSpot executes the query at user-level. The gating condition will still work if you are using passthrough security for your external data warehouse connection. The gating condition formula and any tables you use in it do not need to be related to the Liveboard the gating condition is for. You can use any valid formula in your statement. ThoughtSpot checks the formula syntax, but does not validate if the formula returns a valid single boolean.

    At the scheduled time, ThoughtSpot executes the gating condition query at user-level. If the condition evaluates to true, ThoughtSpot processes the Liveboard.

    For a list of valid formulas, see Formula function reference.

    For an in-depth example of a scenario where a gating condition is useful and powerful, refer to Liveboard schedule gating conditions in practice.

    Recipients

    You are limited to 1000 recipients for each job. You can add Users or groups. Use Emails to add recipients who are not ThoughtSpot users. Your ThoughtSpot admin must set these email domains as allowed domains in advance. Contact ThoughtSpot Support to add allowed domains.

    If you experience problems with sending email, your cluster may not have SMTP enabled. Contact your system administrator to resolve this issue.

    You must have can schedule for others privileges to add other recipients to your Liveboard schedule.
  6. Click Schedule to save your schedule configuration.

When you download tables with date columns or view these tables in scheduled Liveboards, the format for those dates may differ from their appearance in ThoughtSpot. The following date bucketing types may look different:

Bucketing Type Appearance in ThoughtSpot Appearance in CSV, XLSX, or PDF

Hourly

AM/ PM

24 hour

Day of week

Name of day (for example, Saturday)

Number of day (for example, 6)1

Monthly

January 2021

1/1/2021

Month of year

Name of month

Number of month2

Quarterly

Q1 2021

1/1/2021

Quarter of year

Name of quarter (for example, Q4)

Number of quarter (for example, 4)

Yearly

2021

1/1/2021

Table notes:

  1. Numbers may differ if you use custom calendar.

  2. Numbers may differ if you use custom calendar, or change the fiscal start month in another way.