4. Manage sources

Your reports can undergo changes like the creation of new scenarios or measures even after you create a bridge You can refresh the data in a source, pull additional measures/scenarios, and schedule refreshes for native measures from the Manage Source interface.

Manage source window

1. Manually refreshing the source

Changes to data input fields in your reports are automatically reflected in Infobridge. However, adding new measures or updates to native measure values require an explicit refresh.

Click on the Refresh Source option to manually trigger a refresh.

Refreshing the source

2. Adding new scenarios or measures to a bridge

When you create a bridge, you can select the scenarios and measures that you want to expose outside the visual. You can add measures and scenarios at any point from the General tab. Select them and click Update to pull in additional measures.

Adding measures and scenarios to a bridge

3. Setup a refresh schedule

Infobridge auto-refreshes whenever there are changes in the data input fields. Native measures, however, must be manually refreshed. You can set a refresh schedule for native measures, ensuring your data is up-to-date and eliminating manual intervention.

• Create daily, weekly, monthly, or one-time refreshes.

• Specify a start and end date for the schedule.

• Define a time to trigger the refresh.

Refresh schedule

4. Refresh history

View the refresh jobs and milestones from the history tab.

Refresh history