Scheduled Liveboards
On the Liveboard schedules page, found in Data > Utilities > View Liveboard schedules, you can create and manage scheduled Liveboards. With scheduled Liveboards, you can prepare for recurrent meetings and closely monitored metrics.
With scheduled Liveboard email updates, you can analyze your data offline and share Liveboards with your colleagues, including people who may not have a ThoughtSpot account.
Contact ThoughtSpot Support if scheduled Liveboards is not enabled on your cluster.
Scheduling Liveboards
Administrators and users with can schedule for others privilege can schedule and manage Liveboard jobs for other users and groups. Users must have at least view-only access to the Liveboards they share.
| ThoughtSpot recommends that you remain conservative when deciding who has the can schedule for others privilege in your organization. There are possible security implications when critical information can be shared outside your company. |
Row-level security
Scheduled Liveboards adhere to row-level security rules. If the recipients are users in ThoughtSpot, they can only see data based on their own access to that Liveboard. If the user does not have view-only or greater access to the Liveboard, they do not see any data in the email. However, if the recipients are not ThoughtSpot users, then they have access to the dataset of the Liveboard based on the sender’s permissions.
Format and layout of scheduled Liveboards
The Liveboard visualizations are attached to the scheduled email as CSV, Excel (XLSX), or PDF files. Saved configurations such as Liveboard filters are applied to the attachments. Refer to the format types table to see how the Liveboard data is represented in each file format.
Note that as of 9.2.0.cl, you can choose to remove the option to attach CSV and PDF files to scheduled Liveboard emails. When the attached files feature is disabled, you will not see the Type, Format, Layout, Tabs, Branding, or Footer text options when scheduling an email. Scheduled Liveboard email recipients will receive an email with a link to the Liveboard, which they will need to sign in to see. To disable attached CSV, Excel (XLSX), and PDF files in scheduled Liveboard emails, contact ThoughtSpot Support.
To specify the layout of the Liveboard in the email, select Configure layout options. For more details about the layout options, refer to Download a Liveboard as a PDF.
| CSV | XLSX | |
|---|---|---|
The CSV file gets data only for table visualizations. |
The PDF file gets data for all visualizations. |
The XLSX file gets data only for table visualizations. |
The email has n CSV attachments, where there are n table visualizations in the Liveboard. |
The email has only one attachment file, which includes every visualization on its own page. |
The email has n XLSX attachments, where there are n table visualizations in the Liveboard. |
Table visualizations have all data rows that they’re supposed to have. |
Table visualizations include only the first 100 rows. |
Table visualizations have all data rows that they’re supposed to have. |
In the case of a corrupted Liveboard: no email is sent. An error message indicating failure to export data is visible on the Data > Utilities > View Liveboard schedules page. |
In the case of a corrupted Liveboard: the PDF attachment has empty/error screenshots. |
In the case of a corrupted Liveboard: no email is sent. An error message indicating failure to export data is visible on the Data > Utilities > View Liveboard schedules page. |
In the case of a corrupted visualization: an email with the visualizations whose data can be exported is sent. An error message indicating visualization export error is visible on the View Liveboard schedules page. |
In the case of a corrupted visualization: the PDF attachment has empty/error slots for the corrupted visualizations. |
In the case of a corrupted visualization: an email with the visualizations whose data can be exported is sent. An error message indicating visualization export error is visible on the View Liveboard schedules page. |
The size of each email is limited to 25 MB, which matches most email services size limitations.
The total number of recipients for a scheduled Liveboard job cannot exceed the default of 1000.
Liveboard schedule pdf/csv/xlsx sent via emails is stored in the cluster until either of the following conditions are met:
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The cluster is restarted.
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When there is another scheduled run for a Liveboard, all pdfs older than 24 hrs for that Liveboard are cleared.
Related information
For more information on creating a Liveboard job, see Schedule a Liveboard job.
