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Automating data workflows with Analytics Canvas Online

Once your canvases have been finalized, you can automate a workflow to run on a schedule, at the click of a button, or through an API call.

Automations are created in Packages.  Packages contain one or more Canvases.  Running a package through any method, regardless of the number of Canvases it contains, counts as 1 automation run towards your quota. 

1. To get started, click Automation in the left navigation menu, then select Canvas Packages. Click "New Package" to create your first automation. 

How to use an automation

2. The first step will be to add a name to this automation using the “Package Name” field. You can also add a description using the second field, if you want to. 

Click “Add Cloud Canvas to your automation package” to select the Canvas or Canvases you want to run in this package.

 

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3. A pop-up window that lists all the existing canvases will appear. If you have a lot of canvases you can use the search function to get there faster. Once you find the one that you’re looking for, click on the checkbox next to its name and then click ok.

 

How to run an automation

4. You can see that the canvas was added to the list. Click on “Next Step:Define Schedule” to move forward.

 

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5. In this section there are 2 variables you need to define: the days and the time when the automation will run. First you have to check the box next to “Scheduled automatic run.”

On the left, you have the days of the week, and you just have to check the box next to the days you want it to run. On the right, there is nothing right now; click on “Add time.”

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6.There are two ways to add time. One option is to select “Specific time” and type the hour you want it to run and then click ok. This will add that particular time and you can click again on “Add time” and redo the process until you have added all of them.

The second way to do it is to select “Run repeatedly” and choose how often you want it to run. For example, if you want it every two hours, you can see on the right that the time was automatically added. When finished, click ok.

The scheduler can run as frequently as every 10 minutes for any given package.

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7. You will get back to this screen and now you’ll have the schedule created - the days and the hour when the automation will run during those days. Click on “Next Step:API Automation.”

 

How to run an automation

8. In this step you can enable more advanced features.  To enable an end-point, a URL that will run the automation package, check the box next to “Enable run by API.”  

Copy the URL and use it to trigger the automation through an API call or through the click of a button in your reports.

The second option is “Web Hook on completion.”  This will hit the specified URL based on the outcome of the package (success or failure).   

You can skip this step altogether if you’re not using these; just click “Next Step: Notification.”

 

How to run an automation

9. Here you can set up notifications.  All failure will be sent to the package owner by default.  If others should be notified, include them under Custom Email Notifications and select the notification types.

The last step is to click on “Next Step: Submit” and the automation will be created.

 

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10. Now the automation package will appear on the page.

Before adding another package, it is advised to click “Run Now” to run the automation and verify that it will complete successfully.  Upon completion, a log file will be generated for the package as a whole and for each individual canvas that ran.

You can edit the time, the Canvases in the package, the name of the package, and you can delete the package. 

You can also run a job on-demand or stop a job that is running (abort).

You can review the API Automation links and the Notifications and Error Handling options by clicking on the relevant tabs. 

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If you need additional support with creating or managing an automation task, please contact Support@analyticscanvas.com

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