Refresh data in Dundas BI

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1. Overview

This article describes the ways to update the data displayed in Dundas BI.

When data is changing frequently, you might decide to set up a visualization to automatically update itself at a regular interval. When using a data cube storage option, you may need it to update to include the latest changes from the original data source.

2. Refreshing a data cube 

Data cubes and other data displayed in Dundas BI are not warehoused or stored in-memory by default, which means they retrieve data directly from the data source.

If the data cube's storage type has been set to warehouse or in-memory, it can be updated on-demand or on a schedule.

2.1. Re-build manually

Find the data cube by choosing Open in the main menu, or in the Explore window.

Right-click the data cube and choose Build Warehouse or Build In-Memory.

Build from the context menu
Build from the context menu

2.2. Schedule Data Warehouse and In-Memory Build

A data cube that is stored in the warehouse or in-memory can be configured to refresh itself automatically. After the data cube is checked in, you can set up a schedule rule.

Learn about scheduling warehouse storage

Learn about scheduling in-memory storage

After you build the cube, it is still possible for metric sets to display older data because of their own result caching. See below for details.

2.3. Rebuild using script

If the data cube is warehoused or stored in-memory, you can trigger the data cube build using JavaScript on a dashboard. For example, this script can be added to the Click actions of a Button component:

// Get the data cube service
var dataCubeService = this.getService("DataCubeService");

// Build the data cube with the specified ID
// Pass 'true' if the data cube is to be built in-memory
// 'false' if the data cube is built in the warehouse
dataCubeService.buildWarehouse("4b22e502-6dac-4227-bc93-1cdb8491dec6", true);

See File and folder properties for details on finding the data cube's ID.

3. Refreshing a data visualization

A data visualization can be refreshed manually or automatically. To ensure the latest changes in the data source are displayed, result caching should be bypassed, or it can be customized.

Important
If the underlying data cube of the data visualization is set up to store its data in-warehouse or in-memory, the data will not change when refreshing a data visualization unless the cube is re-built.

3.1. Bypass data cache

Data results are cached in Dundas BI by default when data is retrieved again for the same metric set, filtering and other settings. To display real-time data, or to display updates more frequently than the result cache updates, you can bypass the data cache.

In the Data Analysis Panel, click the Edit icon.

Edit metric set settings
Edit metric set settings

In the Request Options section, check the Bypass Data Cache option.

Bypass Data Cache
Bypass Data Cache

3.2. Auto refresh interval

Every visualization has the property Data Auto Refresh Interval. When this is set, the visualization will retrieves data again automatically at the specified interval.

You can find this property in the Main tab of the visualization's properties.

Data Auto Refresh Interval property
Data Auto Refresh Interval property

3.3. Manual refresh

In View mode, the data visualization can be refreshed manually whenever you want to see the latest data.

To do this, right-click (or long-tap) on the visualization to bring up the context menu.

Select Data Tools and choose Refresh Data.

Refresh Data manually when viewing
Refresh Data manually when viewing

3.4. Change result caching

Rather than bypassing caching as described above, you can choose to change the result caching for the entire application by changing the Result Cache Absolute Expiration configuration setting in administration.

This can be changed to a shorter length of time, or to zero to disable caching.

Result cache configuration
Result cache configuration

4. See also

Dundas Data Visualization, Inc.
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Toronto, ON, Canada
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North America: 1.800.463.1492
International: 1.416.467.5100

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