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Can I Schedule Queries to Refresh Automatically (Excel)?

Yes! Supermetrics for Excel has the ability to schedule refreshes and send emails. This guide will walk through how to set up a scheduled refresh (also called "triggers").

Quick links to the sections below:

Accessing the Schedule Refresh & Emailing Feature

  1. In the file you wish to enable the scheduling for, open the sidebar by clicking DATA->Show Supermetrics.
  2. You should now see the option to Schedule in the sidebar:

    The Supermetrics sidebar with the blue tabs for options (an icon), Query, and Schedule

  3. Click on that tab to start the configuration process.

    Note - if this is the first time you are setting this up, you will need to authorize additional permissions to your OneDrive so we can access your files to save updates to them. Click Authorize to see the permissions request. Then click Accept to grant Supermetrics the permissions listed.

    Orange arrow pointing to the "Authorize" button to approve access for the scheduling feature

  4. Now you can add triggers to this Excel file. See the next section below for how to do this.

Adding a Trigger

  1. Open the Schedule tab and click the Add trigger button.

    Orange arrow points to the blue "add trigger" button under the Schedule tab to start the setup process

  2. You will now be able to set the configuration for two basic triggers types - "Refresh & email X" and "Refresh X", where X is the period of time.
    • Refresh & email X - Available for daily, weekly, and monthly cycles. This will both refresh all queries in the Excel file at the given time as well as send an email of the report the emails given.
    • Refresh X - Available for hourly, daily, weekly, and monthly cycles. This will refresh all queries in the Excel file at the given time.
  3. Complete the settings for the time the trigger will fire (and the email settings if using that). Click Save to save the trigger.

    Example - Refresh daily at 6AM:

    Example trigger configuration for refreshing daily at 6AM UTC

    Example - Refresh & email at the start of each month:

    Example trigger configuration for refreshing the file at the start of the month, and then sending the email of it to a specific user

  4. The configuration for the trigger should now appear on the tab like so:

    Orange box highlighting the saved trigger for this Excel file

  5. Note that you can add more than one trigger to a file, but only one refresh will be done per hour (if scheduled that fast) and multiple triggers can lead to performance issues with them. It's advised to set no more than 1 or 2 per file maximum to ensure they work consistently.

Editing a Trigger

  1. Click on the Schedule tab.
  2. Look for the trigger you want to modify and click the Edit link underneath the description.

    Orange arrow points to blue "Edit" link under the main description of trigger.

  3. Adjust the trigger settings as needed and then click Save to record the changes. It will use these setting on the next cycle.

Removing a Trigger

  1. Click on the Schedule tab.
  2. Look for the trigger you want to remove and click the Edit link underneath the description.
  3. Click the Remove link.

    Orange arrow points to blue "Remove" link to delete a trigger configuration

  4. This will delete the trigger configuration from the Excel file.

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