Single Table Update of Self-Service Datasets

  • Last update:September 28, 2023
  • Overview

    Version

    FineBI VersionFunctional Change

    6.0

    /

    6.0.8

    Optimized the update logic of self-service datasets, allowing you to set infrequently used datasets to inactive tables to save update resources.

    6.0.13

    Optimized the table activeness logic:

    • The table status is changed to active immediately after update is triggered, avoiding repeated update triggering.

    • The activeness logic is also added for dashboards pushed by task schedule in 6.0.13.

    Application Scenarios

    This document introduces the update settings of self-service datasets.

    Functions

    • Inactive tables will not be updated to save update resources.

    • Self-service datasets support two update modes — Update Now and Scheduled Update.

    • You can determine whether to update a table with its parent table.

    • There is no need to update the simplest table.

    No Need to Update the Simplest Table

    Self-service datasets with the following features are defined as simplest tables:

    • Self-service datasets with no association

    • Self-service datasets with only field settings (without operations such as filtering, summary by group, and adding columns)

    Note:
    Self-service datasets based on Excel files uploaded directly to My Analysis are not simplest tables.

    A simplest table obtains data from its parent table in real time (requiring no separate data extraction and update), which saves disk memory. Select a simplest table and click Update Information. The message "No data needs to be extracted for this table. Latest data is obtained automatically” is displayed in the system.

    1.png

    Self-Service Dataset Update

    Immediate Update

    Except for simplest tables, other self-service datasets in extraction status need to be updated to obtain the latest data.

    Select the data table to be updated and choose Update Information > Single Table Update.

    2.png

    Determining Whether to Update with the Parent Table

    Click Update Setting and select Update with the Parent Table or Not to Update with the Parent Table from the Update Setting drop-down list.

    3.png

    For example, the Data Lineage tab page of the Load risk analysis table shows that this table has three parent tables.

    4.png

    • Update with Parent Table: Data in self-service datasets are updated simultaneously as one of the parent tables is updated.

    • Not Update with the Parent Table: Data in self-service datasets are not updated simultaneously even when parent tables are updated.

    If a parent table has multiple child tables, you can select Not Update with the Parent Table for some less frequently used tables. In this way, less data needs to be updated, saving update time during parent table update. You can still update these child tables regularly through Scheduled Update.

    Note:
    If you separately update a child table whose parent table is a self-service dataset, its parent table will be updated as well.


    Default Update Settings by Admin

    The admin can determine whether to update self-service datasets with their parent table by default under System Management > System Setting > General, as shown in the following figure.

    The modification of Default Update Settings for Self-service Dataset only applies to the self-service datasets created after the modification and does not affect those created before.

    Scheduled Update

    You can set scheduled updates on the Update Setting page.

    • You cannot update datasets for which Update with Parent Table is selected as scheduled.

    • You can update datasets for which Not Update with the Parent Table is selected as scheduled.


    Inactive Self-Service Dataset

    If an inactive data table is rarely used, it will not get involved in any updates to save update resources.

    Click an inactive table. The message "Data is not active and will not be extracted currently. If you need to activate data, you can update it immediately in Update Information" is displayed.7.png

    If you need to use this table, click Go Now or choose Update Information > Update Now to update it.

    8.png

    If you click components or dashboards consisting of inactive tables to view them, the message "Edit Failure. Data is not active, which will be automatically activated after 5s” is displayed. The data table will be automatically updated the moment you view it. (The update will be automatically triggered after about 5 seconds.)

    9.png

    Setting the Active Period of Data Tables by Admin

    The admin can set the active period of data tables under System Management > System Setting > General > Spider Parameter.

    1. If Active Period of Accessed Dataset (Day) is set to X by the admin, a table is defined as active in either of the following two cases:

    • Dashboards or components consisting of this table are edited or accessed within X days.

    • Child tables of this table are edited and saved within X days.

    In either of the above two cases, this data table is defined as active.

    2. If Active Period of Created Dataset (Day) is set to X, a table is defined as active within X days of its creation.

    3. After Global Check Time of Dataset Activity is set by the admin, new inactive tables can be found through global check.

    For details, see BI/Spider Parameter.

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