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View caching lets you store the data a view returns into a nominated writable database (including the in-memory database, if you're using it). Caching can help reduce latency, but make sure you're fully away of the general implications of caching before you decide to switch it on.

This functionality is only available when have established a writable source connection.

Setting view caching

View caching is set via the Summary dialog box for a view. The dialog box is accessible without having to edit your view, so if it's in draft mode, it stays a draft, and if it's already published, it stays published.

Options include using an incremental load key if you choose to enable incremental loading (which includes selecting a load key, which is typically a unique identifier field or any other incrementing field that can help Yellowfin differentiate between existing data and new date), and either manual or scheduled date refreshes. This should be set according to the each view's characteristics.

To access the caching settings for your view, make sure you're logged in to Yellowfin with enough access to see views in your Browse window.

  1. From the burger bun (), click on Browse, then Views to display a list of available views
  2. Hover your mouse over a view and click on the three small dots that appear, or right-click on a view to display a pop-up menu
  3. Click on View Summary in the list of menu options to display the View Summary dialog box
  4. Click on the Cache tab
    Remember, if you don't see this tab, check that you have at least one writable data source
  5. Click on the – Select Data Store – dropdown and select the name of the writable data source you wish to use
  6. If you wish to use incremental loading, click on the Incremental Load toggle to enable it; otherwise, jump to step 8
    When enabled, a new field will appear for key selection
  7. Click on the dropdown for Incremental Load Key and select the field you wish to use to determine which records are new since the last refresh
  8. Click on the Scheduled radio button for Refresh Data to see what options exist
  9. Click on the Weekly dropdown to see the options, which include time spans from minutes to years, as well as a one-off schedule
    Note that when you select different options from the list, the related fields automatically update
  10. Click on Advanced settings to display additional options
  11. Use the settings you've discovered in these steps to create either an automatic schedule according to your needs, or a manual schedule
  12. When you're ready to save your cache settings, click on the Create Cached View button
    Depending on the number of records and the complexity of the view logic, this process may take several minutes, and when it's complete, a confirmation message will appear in the dialog box

    Note that if you created a schedule, Yellowfin will wait for the scheduled date to populate the first set of data
  13. If you wish to populate the data manually, click on the Populate Data Now button for an immediate update
    Depending on your view's characteristics, this may take some time
  14. Once complete, click on the cross in the top left corner to close the dialog box

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