Formula Vizualizations - Not Updating

#1

Hi,

I have a few formula visualisations (fv) in my dashboard. One for example is where i have to add together the net sales from 4 different tables from 4 different data cubes to arrive at my actual aggregated sales. When i create the fv it works ok at that time but if anything changes in the source data, then the formula does not change - it still shows the original answer to the formula.

For example: as of todays date net sales are as follows:
DataCue1: net sales =100
DataCube2: net sales = 200
DataCue3: net sales = 300
DataCube4: net sales = 400
When i create the fv i get he correct answer of 1,000.
But when i run the dashboard again later and say that the net sales for DataCube has changed to be 150, then my fv is still showing 1,000 instead of 1,050.

it is not recalculating the fv based on the latest data, but just shows the answer as it was when I created the fv.

TC

#2

Hi Tommy,

This may not be specific to using a formula metric set and there are a couple of reasons why the data may not have updated yet. First, changes in the underlying data may not be reflected in any given metric set for 20 minutes when using the initial result caching settings, unless something about that metric set’s data request has changed such as filtering or sorting. You can select Bypass Data Cache in the metric set’s request options to always see fully live data, or you can customize this result cache expiration time in Dundas BI’s overall configuration settings.

(Also, in case any of the data cubes are using a storage option, they would need to be re-built or have a schedule set up to run before changes in their underlying data sources could be seen.)

Formula metric sets do update when not cached in one of those general ways, but let us know if yours is still not updating for some reason. There are more details here: https://www.dundas.com/support/learning/documentation/create-view-content/refresh-data-in-dundas-bi

When using slicers or other filtering, formula visualizations can sometimes appear to show the “old” data from when it was first created, but this is because the new formula metric set has its own parameters that the filters would need to be connected to. That doesn’t sound like your case, though.

1 Like
#3

Tnx Jamie, I possibly had done 3 things incorrectly so I fixed them all just in case.

I had deleted the original metric sets so I corrected that
I turned off data caching
I linked the parameters to all the elements of the fv

So that seems to have worked ok.

Tnx for your help.

Tommy

#4

Hi Tommy,

Good to hear it’s solved. Removing the original metric set’s visualization from your dashboard shouldn’t have been a problem though. “Auto-generated” metric sets created by dragging data onto the canvas will still be kept if they’re referenced and you can find them in the Auto-Generated Items folder under the dashboard even after checking it in. (Deleting a metric set created in the full-screen editor and saved in the Metric Sets folder would be a problem if a formula refers to it, but you’re warned about this if you try to delete it.)

Jamie