Single Table Update of Self-Service Datasets- FineBI Help Document

Last update：November 14, 2025

Overview

Version

FineBI Version	Functional Change
6.0	/
6.0.8	Optimized the update logic of self-service datasets, allowing you to define infrequently used datasets as inactive tables to save update resources.
6.0.13	Optimized the logic in activating tables: After a table update is triggered, the status of the table will become active. Compared to the mode where the status only becomes active after the update is completed, this approach better helps avoid duplicate update triggers. Scheduled dashboards now also follow the logic in activating tables.
6.0.14	Adapted data inactivity prompts for mobile terminals.

Application Scenario

This document introduces how to configure the settings for updating self-service datasets.

Function Description

You can select Update Now or Scheduled Update for the self-service dataset update.
You can determine whether to update a table with its parent table.
The minimal table does not need to be updated.
The system will not update inactive tables to save update resources.

No Need to Update Minimal Tables

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

Self-service datasets without associations
Self-service datasets with only operations performed in Field Settings (without operations such as filtering, summary by group, and adding columns)

Note:

Self-service datasets created from Excel files uploaded directly to My Analysis are not minimal tables.

The minimal table obtains data from its parent table instantly (requiring no separate data extraction and update), which saves disk space. Select a minimal table and click Update Information. The system message "No data needs to be extracted for this table. Latest data is obtained automatically.” is displayed on the tab page.

Self-Service Dataset Update

Update Now

Except for minimal tables, other self-service datasets in the 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, as shown in the following figure.

Update with the Parent Table or Not

Click Update Setting and select Update with the Parent Table or Not Update with the Parent Table, as shown in the following figure.

For example, the Data Lineage tab page of the Preto Data Analysis self-service dataset shows that this table has four parent tables.

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

If a parent table has multiple child tables, you can select Not Update with the Parent Table for less frequently used ones. In this way, during the parent table update, less data needs to be updated, saving the update time. For child tables that do not update with their parent tables, you can update them 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 Setting by the Admin

The admin can determine whether to update self-service datasets with their parent tables by default under System Management > System Setting > BI Parameter, 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 in Update Setting.

You cannot configure Schedule Setting for datasets when Update with Parent Table is selected in Update Setting.
You can configure Schedule Setting for datasets when Not Update with Parent Table is selected in Update Setting.

Inactive Self-Service Dataset

To save update resources, inactive data tables rarely used for a long period will not be included in any updates.

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.

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If you need to use this table, click Go Now or choose Update Information > Update Now to update it, as shown in the following figure.

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If you click components or dashboards created from 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.)

For the DataAanlyst app later than version 6.0.14, the message "Data is not active, which will be automatically activated after 5s.” will also be displayed when you view inactive resources, as shown in the following figure.

Setting the Active Period of Data Tables by the Admin

The admin can set the active period of data tables through the parameter under System Management > System Setting > BI Parameter > Data Update Configuration.

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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:

The dashboards or components created from this table have been edited or viewed within X days.
Child tables of this table have been edited and saved within X days.

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

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

For details, see BI/Spider Parameter.