Refresh data in Dundas BI

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1. Overview

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.

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

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 except for some temporary caching.

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. Change data caching

For data cubes that are not using warehouse or in-memory storage, data can still be temporarily cached according to the application's result caching settings. If you always want the most recent data to be displayed for all metric sets and visualizations using this data cube, you can disable or customize its data caching. Note that without caching the data retrieval process can be slower depending on the data source and process flow.

In the toolbar, click Data Cube Settings.

In the Data Cube Settings dialog, select the Disable Data Caching option, or alternatively you can change the Cache Lifetime (in Dundas BI 8 and above) for the data retrieved from this cube.

Change data caching for a data cube
Change data caching for a data cube

2.2. Re-build manually

Data cubes using warehouse or in-memory storage can be re-built on-demand.

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

2.3. Schedule warehouse and in-memory builds

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

2.4. 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 is set up using warehouse or in-memory storage, the cube must re-built as described above for this stored data to update.

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 settings. To display real-time data, or to display updates more frequently than the result cache updates, you can bypass the data cache for a visualization if needed.

Tip
You can customize data caching on a data cube instead as shown earlier, which affects all metric sets and visualizations displaying that cube's data.

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 retrieve 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

4. Result cache configuration

Rather than changing or 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

5. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours:
Phone: 9am-6pm, ET, Mon-Fri
Email: 7am-6pm, ET, Mon-Fri