Schedule a pinboard job

You can schedule a pinboard job for any pinboard by using the Add a schedule prompt page.

You can add multiple schedules with different configurations for a single pinboard. However, each job is limited to one pinboard schedule. To add a schedule, you must either be an administrator or have the schedule pinboard privilege, and at least edit-only and view-only access to the pinboard.

To schedule a pinboard:

  1. Sign in to ThoughtSpot from a browser.

  2. Click Pinboards, on the top navigation bar.

    click pinboards

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

  4. Click the More icon more options menu icon and select Manage schedules to view all of the schedules set for the pinboard.

    view schedules

  5. Click + Schedule to add a new schedule.

    new pinboard schedule

    On the Add a Schedule page, you create a new schedule for your pinboard.

    scheduled pinboards 1

  6. Set the values for your schedule.

    Field Description

    Repeats

    You can rebuild a pinboard 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. Make sure to note the Server time zone which is the timezone which will be used.

    Name

    Provide a short name for this schedule, Monthly Report Source is an example of a good name.

    Description

    Enter a description to remind yourself and to inform others. For example, 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 per table. Use CSV files to perform further analysis offline. PDF files show all visualizations in the pinboard. Each chart takes up a whole page in the file, while only the first 100 rows of a table are included. Use PDF files to skim the data.

    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) for the gating condition, since ThoughtSpot executes the query as an admin with access to all data sources. The gating condition formula and any tables you use in it do not need to be related to the pinboard 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 as a ThoughtSpot admin user. If the condition evaluates to true, ThoughtSpot processes the pinboard. For a list of valid formulas, see the Formula function reference.

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

    ThoughtSpot executes the gating condition as a ThoughtSpot admin user. If you are using passthrough security for your external data warehouse connection, the gating condition may not work.

    Recipients

    You are limited to 1000 recipients per job. You can add Users or groups to enter ThoughtSpot users or groups. Use Emails to add recipients that are not ThoughtSpot users. Your ThoughtSpot admin must set these email domains as allowed domains. 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.

  7. Click Schedule to save your schedule configuration.

When you download tables with date columns or view these tables in scheduled pinboards, 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 month[2]

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
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.
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