Designing reports, documents, and dashboards » Importing data into MicroStrategy Web » Scheduling updates for an Intelligent Cube created using imported data

Scheduling updates for an Intelligent Cube created using imported data

Once you import data from a file, database, or Freeform script, you can use attributes and metrics defined from this data to create reports and documents in Web. When the data is imported and published, it is published as an Intelligent Cube. You can choose to update this Intelligent Cube based on a specific schedule, to make sure that the report objects in the Intelligent Cube are up-to-date based on the data in your data source. The Intelligent Cube is then republished according to the schedule you selected.

For background information on Intelligent Cubes, see the In-memory Analytics Guide.

Prerequisites

You have already created the Intelligent Cube to update, and the data in the Intelligent Cube has been imported from a data source on a network or the Internet.
Intelligent Cubes created from a file on your computer or by adding custom data cannot be scheduled. You can manually update them by Republishing imported data.

To schedule updates for the Intelligent Cube

1 Navigate to the folder location of the Intelligent Cube.
2 Right-click the dataset, and choose Schedule. The Schedule dialog box opens for your dataset, showing the tables in your dataset.
3 In the Data Source column, select the check boxes for the tables to update.
4 In the Refresh Policy column, choose one of the following options:
To replace all the data in your dataset with updated data from your data source, select Replace existing data. Select this option if your dataset contains a rolling set of data—for example, if your dataset always contains data for the last six months.
To update the existing data in your dataset with any updated data in your data source, select Update existing data. Select this option if the data in your data source is updated regularly, but your dataset requires a specific subset of the data.
To update the existing data and add any new data, select Update existing data and add new data. Select this option if your dataset is updated often, for example, a sales dataset that records new transactions and tracks updates to older transactions as applicable.
To add new data from your data source to your dataset, select Add new data. Data that is already in the dataset is not altered. Select this option if old data is not updated after it is saved to your data source.

To define a refresh filter for your dataset

For complex updates, or to only update your dataset with a subset of the data in your data source, you can create a refresh filter. For example, you can update the tables in your dataset at different intervals, depending on when the data in your data source is updated. If you do not need to define a refresh filter, skip to To specify a different source for data below.

5 Click Show Advanced Update Options. The Set Refresh Filter and Alternate Source columns are displayed.
6 Click Set Refresh Filter. The Select a filter dialog box opens.
7 Click Add Condition. A new attribute qualification is started, displaying a list of the attributes in your dataset.
8 In the Based On list, select the attribute to filter by.
9 Define the qualification by doing one of the following:
To create a qualification based on attribute elements in a list (an attribute element is an individual characteristic of an attribute, such as USA or France for the Country attribute):
a Under Select, do one of the following:
To include data only for elements that you select, click In. For example, you can include data for the Books and Movies categories only.
To include data for all elements except those that you select, click Not in. For example, you can include data for all product categories except Books and Movies.
b Type the names of the attribute elements to select.
To create a qualification based on attribute form values:
a Under Qualification, select the attribute form to base the qualification on. For example, you can filter based on the attribute element’s ID form, one of its description forms, or the DATE form if the attribute is time-based.
b From the list of operators to the right, select a comparison operator, such as Greater Than or Less Than. Do one of the following:
To compare the attribute form to a specific value, type the value in the field.
To compare the attribute form to another attribute form, select the attribute that contains the second form. Select the second attribute form from the list.
10 Click the Apply iconApply icon  to create the qualification. The qualification is created and displayed in the Select a filter dialog box.
11 Click Save to return to the Schedule dialog box.

To specify a different source for data

If the updated data for your tables is in a different data source than the original, you can configure a different data source for each table. Ensure that the table in the new data source contains columns with identical names to the columns in your original data source. If you do not need to specify a difference source, click Finish to close the Schedule dialog box.

12 If the Set Refresh Filter and Alternate Source columns are not displayed on the Schedule dialog box, click Show Advanced Update Options.
13 In the Alternate Source column for the table to update, click Set Source. The Select Alternate Source dialog box opens.
14 From the Database Sources panel on the left, select the database connection that contains the data to import. A list of the database tables in the selected database is displayed in the Available Tables panel.
15 Type the name of the table in the search field. The list of tables is updated automatically as you type.
16 Click and drag the name of the table from the Available Tables panel to the panel on the right.
17 Click Finish.

Related topic

About importing data into MicroStrategy Web