Looker lets you schedule periodic delivery of a user-defined dashboard, a Look’s visualization, or a Look’s data. You can send the information to email addresses, an Amazon S3 bucket, an SFTP server, a webhook, or an integrated service.
In Looker 5.14, Looker has a redesigned window for scheduling data. The window provides the same functionality in an easier layout.
Types of Schedules
There are several ways to time the delivery of your data. You can send data periodically, such as sending a certain dashboard every Monday. And, for Looks, you can create a schedule so that information is sent only if the data has changed since the last delivery, or if there are results for the query. Setting up delivery in this way is particularly interesting because you can schedule any new results for a Look’s query to be delivered as an alert. For example, your Look might have the query “orders over five days old that haven’t been shipped,” and you will receive an email alert only if there is an outstanding order that needs immediate attention.
You also can use a datagroup as a trigger, so that data is sent only after it has been updated.
You can also immediately send data directly from an Explore, Look, or dashboard with the same destination and formatting options that are available when scheduling data deliveries. This lets you send data right away, without setting up a schedule. In the case of an Explore, you can send a query immediately using all the destination and formatting options, without having to save the query to a dashboard or a Look. See the Sharing Data page for more information.
Each saved Look or dashboard can have multiple schedules, and each user of that data has their own set of schedules. If a user edits or deletes one of their schedules, only their recipients will be impacted; other users might have other schedules related to that data.
In the Admin section of Looker, admins can use the Scheduler Plans and Scheduler History pages to look up and resolve schedule issues. Admins should be careful about deleting or disabling a user who may be the owner of important scheduled deliveries, because the schedules are also deleted or disabled.
For Admins: Enabling Scheduling for Your Looker Instance
Certain scheduling options require that your Looker admin has installed PhantomJS for your Looker instance. If your instance is hosted by Looker, this will already be installed.
Installation instructions are here. Make sure you install PhantomJS into an executable path on the same machine that hosts the Looker instance.
PhantomJS is required for the following scheduling options:
- For dashboards, schedules using the PDF or Visualization formats.
- For Looks, schedules using the Visualization format.
Looker offers several destination options for data deliveries. The scheduling options are different for each delivery destination, so please click the link for the specific delivery destination you want: