Create and Edit Schedules

MicroStrategy users can create schedule objects to define when a given task is to be executed. Scheduled tasks include administrative workflows such as sending an email subscription or triggering a cube refresh.

MicroStrategy supports two types of schedule objects:

• Time-based schedules, which execute at a set date and time or on a regular cadence. An example of a time-based schedule may be a weekly recurrence that executes every Monday morning at 9 am.
• Event-based scheduled, which execute when their associated event is triggered manually or through an automated script. Event-based schedules are often associated with events such as Books Closed or On Database Load.

In addition to Workstation, you can create schedule objects in Developer and the mstrio-py Python packages.

1. Open the Workstation window with the Navigation pane in smart mode.

2. In the Navigation pane, click Monitors and click , next to Triggers, or click , next to Schedules. To create a schedule or event, you must have the Create and edit schedules and events privilege.



3. Select an Environment, The schedule object appears across all projects in the selected environment.
4. Choose a Name and Start Date for your schedule object.

5. To create a time-based schedule, select Based on Recurrence. From here, you can specify the following:

   • Repeat patterns. Choose from Daily, Weekly, Monthly or Yearly and specify the number of days, weeks, or months between executions. Note that changing between Daily, Weekly, Monthly and Yearly changes the available parameters for defining your schedule.
   • Trigger time. Based on the days you select, you can also choose to schedule executions during specific times or intervals. Use At to specify a regular time for the schedule to execute. Use From to specify a time window and interval for more continuous deliveries.

6. To create an event-based schedule, select Based on Event. From here, you can choose from an existing event object or create a new one.

7. In End, choose an end date for your schedule to stop delivering. A summary of your schedule’s delivery cadence appears in the tooltip at the bottom of the editor. This description changes dynamically based on the parameters you provide for your schedule object.

8. Click Create to save the schedule object.
9. On the Workstation window, click Schedules and choose an environment to open the Schedule Monitor. If the monitor is already open, refresh the window to display your new schedule object. The schedule object is now ready for use in subscriptions and other workflows.



Click here to view details about the Schedule Monitor.

Filter Panel Lists Name, Start Date, Recurrence, Repeat, and Expiration. You can make multiple selections from this filter and apply them to the grid. The filter summary appears at the top of the grid, and you can remove elements or clear all filter selections from there.

Schedules Grid Lists object details including Name, Recurrence, Repeat, Day, and Expiration. Columns can be shown or hidden by clicking the gear icon in the top right of the grid.

10. Right-click an object to view its properties and ACLs. In addition, you can edit, delete, and duplicate a schedule object.