Scheduling integrated service deliveries

Beyond Centricity’s native delivery destinations (email, Amazon S3 bucket, SFTP, or applications using a webhook), you can also schedule periodic data delivery to a service that is integrated with Centricity. This page outlines how to create and edit schedules for integrated services.

Depending on how your Centricity admin has configured your permissions, the default delivery destination may be email, and additional delivery options may not be visible. Centricity admins can specifically give permissions for users and embed users to send and schedule data to third-party integrations.

Creating and editing schedules

Centricity will prompt you with a pop-up window with your scheduling choices after starting a schedule. For those with permission, you will see the option to deliver to an integrated service, such as Slack. Each integrated service will show different options in this window. The following sections explain the scheduling settings for integrated service destinations. For a description of all scheduling options, see the main scheduling documentation page.

Naming your delivery

Name your delivery in the corresponding field at the top of the pop-up window. The title is included in the file name of the data delivery.

Delivering to an integrated service

Open the Send or Schedule pop-up from your Explore, Look, or dashboard. (You must save an Explore as a Look before you can schedule it for delivery.) In the “Where should this data go?” section, choose the service that you want to use. The services are set up by your Looker admins.

Depending on the service, there may be additional destination-specific fields. These fields provide the integrated service with additional information required to perform the selected action with your data. For a complete list of integrated services you can use to deliver a Look or the results of an Explore, please contact us for assistance.

Learn more about other types of data delivery on the respective page for each destination option: emailAmazon S3 bucket, SFTP, or applications using a webhook.

Formatting the data

Select your desired data format in the corresponding field. Options for dashboards and Looks are listed below.

Formats for dashboards

  • PDF: The dashboard in PDF format. The default layout displays tiles as they are arranged in the dashboard, but other layout and sizing options are available under “Advanced Options.”

  • Visualization: The dashboard visualization in a single image file. The default layout displays tiles as they are arranged in the dashboard, but other layout options are available under “Advanced Options.”

  • CSV ZIP file: The unformatted data from the dashboard delivered as a collection of comma-separated values (CSV) files in a zipped directory.

Formats for Looks

The data formats available depend on your chosen delivery destination.

In JSON — Label format, if available for the destination, Looker uses a dimension or measure’s label in its JSON output. The JSON — SimpleJSON — Simple, Inline, and JSON — Detailed, Inline formats use a dimension or measure’s field name as its rendered value rather than the field’s label.

Applying filters to the delivery

If you deliver a Look or dashboard with filters, you can filter the results delivered to each set of recipients. For example, you might send regional teams results filtered for their states or counties of interest.

Changing the filter options in the Send or Schedule windows does not change the filters of your Look or dashboard, only the data deliveries you’re editing.