Triggering delivery and applying filters

There are two ways to trigger data deliveries:

  • Repeating interval — Delivery schedule follows set rules at regular times

  • Datagroup update — For those with datagroups, you can schedule delivery to occur after a datagroup has been triggered, has managed the cache, and has rebuilt relevant PDTs.

To use the Datagroup update trigger, choose the source datagroup from the “Select Datagroup” dropdown menu in the pop-up window.

To schedule a Look or dashboard using a datagroup trigger, the Look or dashboard tile’s model file needs to include a datagroup parameter. Centricity lists all datagroups defined in the models included in the given Look or dashboard tile, even if the datagroups are not used to handle caching for queries or PDTs.

In the case of dashboards, which may have multiple tiles associated with multiple datagroups, you are given the option to choose from any of the datagroups that are associated with the dashboard. The entire dashboard will be sent when the selected datagroup completes.

Schedules based on datagroups are only triggered to send once the regeneration process has completed for all PDTs that are persisted with that datagroup parameter, ensuring that your delivery includes the most up-to-date data.

Timing the schedule

You can customize the timing of your schedule in the “Deliver this schedule” section. Timing options depend on whether you choose Daily, Weekly, Monthly, Hourly, or By minute delivery. Adjust time zone for the schedule in the Advanced options section.

If you have access to Trigger options, the “Deliver this schedule” only appears when the Trigger is set to Repeating interval.

Applying filters to a 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.