You can schedule or modify 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 or modify 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. Select Pinboards, on the top navigation bar.

  3. Select the pinboard you want to create a schedule for.
  4. Click the ellipses icon more options menu icon and select Manage schedules to view all of the schedules set for the pinboard.

    View pinboard schedules

  5. Click + Schedule to add a new schedule. To modify a schedule, click on the schedule you would like to edit.

    Add a new pinbaord schedule

  6. Set the values for your schedule.

    Set the pinboard 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.
    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. You can use any valid formula in your statement. Other than checking your formula syntax, ThoughtSpot does not validate your formula returns a single boolean.

    At the scheduled time, ThoughtSpot checks the gating condition, and, if the condition returns true, 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.

    Embedded link format If your ThoughtSpot environment is embedded, select Embedded link format to generate a URL for your host application context. This option allows you to ensure that the links to the object in email notifications go to the appropriate application URL.
    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. Any users your ThoughtSpot admin must have set your whitelist domains. Contact ThoughtSpot Support to set your whitelist 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 new schedule, or Save to save your modified schedule.

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 TypeAppearance in ThoughtSpotAppearance in CSV, XLSX, or PDF
HourlyAM/ PM24 hour
Day of weekName of day (for example, Saturday)Number of day (for example, 6)1
MonthlyJanuary 20211/1/2021
Month of yearName of monthNumber of month2
QuarterlyQ1 20211/1/2021
Quarter of yearName of quarter (for example, Q4)Number of quarter (for example, 4)
Yearly20211/1/2021

Table notes:

  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.