Vantaca IQ: Understanding Live and Scheduled Data

Vantaca IQ uses two types of data sources to provide you with the most accurate and timely information: live data and scheduled data. Each tool in Vantaca IQ displays icons that indicate which type of data it uses and whether it responds to the date range filter.



Contents

• Data Source Types
  • Live Data
  • Scheduled Data
• Data Source Icons
• Date Range Applicability Icons
• Viewing Data Update Information
  • For Live Data Tools
  • For Scheduled Data Tools
• Best Practices
• Which Tools Use Which Data Type
   

Data Source Types



Live Data

Tools that display live data show information that is current and updated in real-time. When you view a tool with live data, you're seeing the most up-to-date information available from your Vantaca system at that moment.

Benefits of Live Data:

• Always current and accurate.
• No delay between activity in Vantaca and visibility in IQ.
• Ideal for operational decisions requiring immediate information.

Examples of Live Data Use:

• Current open item counts.
• Real-time door and association counts.
• Current violation statuses.



Scheduled Data

Tools that display scheduled data refresh on a regular cadence, typically nightly. This data is optimized for performance when displaying historical trends, aggregations, and complex calculations across large datasets.

Benefits of Scheduled Data:

• Optimized performance for historical analysis.
• Consistent snapshots for trend comparison.
• Efficient for complex calculations and large data sets.

Examples of Scheduled Data Use:

• Historical activity trends.
• Invoice processing metrics over time.
• Employee performance comparisons.

Note: Weekly maintenance is performed on weekends; therefore, scheduled refreshes may not occur during this time.



Data Source Icons

Each tool and Benchmarks tab in Vantaca IQ displays an icon indicating its data source type:

 Live Data (circle with checkmark): Indicates that the tool displays live data updated each time the tool is first loaded. Hover over the icon to see the tooltip: "Live data".

 Scheduled Data (circle with half moon): Indicates that the tool displays data from a scheduled refresh. Hover over the icon to see when the data was last updated. The tooltip displays: "Data from scheduled refresh: [Date/Time]".



Date Range Applicability Icons

In addition to data source icons, each tool displays an icon indicating whether it responds to the date range filter set in the dashboard header:

 Date Range Applies (calendar): Indicates that the tool responds to the date range filter. When you change the date range in the dashboard header, the tool's data updates to reflect the selected timeframe. Tooltip variations:

• "Responds to date range". All data in the tool responds to the date range filter.
• "Some data respond to date range". Some metrics in the tool respond to the date range filter while others do not.

 Date Range Does Not Apply (calendar with x): Indicates that the tool does not respond to the date range filter. The data displayed remains the same regardless of the date range selected in the dashboard header. This is common for tools showing current status or counts. Tooltip: "Does not respond to date range"



Viewing Data Update Information



For Live Data Tools

Live data tools display current information without showing a specific update time, as the data is refreshed in real-time.

The following types of tools typically use live data:

• Open item counts and listings
• Current violation statuses
• Current door and association counts
• Real-time revenue data
• Unread message counts
• Open invoice listings



For Scheduled Data Tools

To see when scheduled data was last refreshed, hover over the scheduled data icon  on the tool and the tooltip displays the date and time of the last data refresh.

You can also view comprehensive refresh information in the Refresh Log. For more information, see the Refresh Log Tab section in the "Vantaca IQ - Securities and Permissions" article.

The following types of tools typically use scheduled data:

• Activity trends and comparisons
• Historical invoice metrics
• Performance rankings
• Coded invoice data
• Industry benchmarks
• Collections insights



Best Practices

Use Live Data Tools When:

• You need the most current information for immediate operational decisions.
• You're checking current status or counts.
• You're responding to real-time situations.

Use Scheduled Data Tools When:

• You're analyzing historical trends.
• You're comparing performance over time.
• You're reviewing aggregated metrics and statistics.
• You're benchmarking against historical data.

Combine Both When:

• You want to see current status alongside historical context.
• You're making strategic decisions that require both real-time and trend data.



Which Tools Use Which Data Type

The following tables show all Vantaca IQ tools, their data source type, and date range applicability:

Note: You can always verify a tool's current data source and date range behavior by checking the icons displayed on the tool itself. 

 

Business Dashboard

 

Employee Dashboard

 

Association Dashboard

 

Association Analytics

 

Employee Analytics

 

Company Insights

 

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