Embedded or Linked Data?

When you are about to save an analysis, you should decide whether data should be stored in the analysis, or whether it should be updated when the source data is updated.

For in-memory data there are two different options available: Linked or Embedded. Which to choose depends on the data you use and who the end users of the analysis are; and also what data sources they have access to. The linked option provides more flexibility, because it allows you to select different data loading settings for different parts of a data table. Therefore, the linked option is most of the times the preferred solution.

Note: In-database data can never be embedded because it is always fetched directly from the database. See Data Overview and Working With In-Database Data for more information about external data.

To reload most data tables simultaneously:

Loading or Reloading Linked Data

When you save data linked, you have the option to specify that data from different sources should have different loading behaviors. For example, this makes it possible to always get the latest data from a Salesforce instance, each time an analysis is opened, whereas target data from a local file can be stored in the analysis and only be updated should the targets change.

To change the data loading settings for a certain data source node in a data table:

  1. On the authoring bar, click Data canvas .

  2. Click the node of interest in the graphical view.

  3. Click the Data loading icon in the lower part of the node.

    Comment: Note that if you have selected to embed the final data table at the top level, you will not have access to data loading settings for the original nodes. In that case, you must change the Store data setting in Data Table Properties to Linked (individual settings per source) before this becomes possible. If this option is unavailable, a full reload of the embedded data table may sometimes restore the possibility to change this setting. However, some type of nodes, where the source data is unavailable, cannot have any other setting than Stored data, and will therefore not have access to the pop-over. You might be able to replace the data source to restore linked access to an old source.

  4. In the Data loading pop-over, make your selection between Always new data, New data when possible or Stored data. See the information in the pop-over for details about the various options.

To reload data for a data source node manually:

You can, at any time, reload the data from a linked source manually, as long as the source is available. This applies to all linked sources, no matter which data loading method is selected (Always new data, New data when possible or Stored data).

  1. On the authoring bar, click Data canvas .

  2. Click the data source node of interest in the graphical view.

  3. Click the Data loading icon in the lower part of the node.

  4. In the Data loading pop-over, click Reload data, .

    Response: The data is reloaded.

    Comment: If the data source is unavailable you will not be able to reload the data.

Reloading Embedded Data

When you save data embedded, you cannot reload different parts of the data table separately, as in the linked case. However, the Reload all data option on the menu bar (under Data) and in the Data Table Properties dialog can be used to reload data from the original data source, provided that this source is available. This means that the embedded data may not necessarily be fixed and unchanged during the lifetime of an analysis. If a reload is done, then the latest data from the original source is fetched into the analysis. Hence, the analysis will contain a snapshot of the data from the latest time of reload and save. Simply opening an analysis with embedded data will not cause a reload of the data.

To reload a single data table (embedded or linked):

  1. Select Data > Data table properties.

  2. Click on the data table you wish to reload.

  3. Click Reload Data and select whether to reload Linked data only or All data.

    Comment: The Linked data option will reload all linked parts of the selected data table that have access to the original source, except for linked sources configured to use Stored data. The All data option will reload all sources in the selected data table that have access to the original source, including Stored data and Embedded data.

    Comment: If you want to edit transformations before the reload, you can do this from the Data canvas. To modify import settings for a source (e.g., for an Excel file), you can replace the data source with itself.

    Comment: The Reload Data button may be unavailable for some of your data tables, see below.

Restrictions on Data Reload

If you have an embedded data table with data from the clipboard, or, if you have frozen some columns in an embedded data table, the data table cannot be reloaded at all.

Note: If it is important that the analysis should contain specific data, then you might want to break the link to the original source to prevent others from reloading data unintentionally.

Tip: If you have a data source in your data table that you currently cannot reload, you might be able to recreate a link by replacing the data source with another source (e.g., not clipboard data).

Calculated Columns

Calculated columns can be cached in the analysis file, even when the main data table is linked, as long as the Data loading setting is Stored data. The values in the calculated columns are then based on the values from the most recent reload of the ordinary data columns. When an analysis is opened, ordinary data columns may be reloaded from their data sources (if they are linked). Only those calculated columns where the original data has changed will then be recalculated. The next time the analysis is saved, the new values in the calculated columns are cached in the DXP file. You can switch off the caching of calculated columns in the General tab of the Data Table Properties dialog in order to always recalculate the calculated columns and reduce the file size of the analysis file.

If a calculated column uses a time dependent function, such as DateTimeNow(), it will always be recalculated when the file is opened, even for embedded data tables.

See also:

Save Overview

Details on Data Loading Settings

Reapplying Markings when Reloading Data