MicroStrategy ONE

Defining an incremental refresh filter

You can define an incremental refresh filter to update the data in an Intelligent Cube. By default, an incremental refresh filter is used for both ROLAP and MDX Intelligent Cubes. For an introduction to incremental refresh filters and reports, see About defining an incremental refresh filter or report.

To define an incremental refresh filter

  1. Navigate to the Intelligent Cube for which you want to define the incremental refresh.

  2. Right-click the Intelligent Cube, and select Define incremental refresh. The Incremental Refresh Options dialog box opens.

  3. Under Refresh type, select one of the following options.

    • Update: The incremental refresh filter is evaluated. If new data is available, it is fetched and added to the Intelligent Cube, and if the data available is already in the Intelligent Cube, it is updated where applicable.

    • Insert: The incremental refresh filter is evaluated. If new data is available, it is fetched and added to the Intelligent Cube. Data that is already in the Intelligent Cube is not altered.

    • Delete: The incremental refresh filter is evaluated. The data that meets the filter's criteria is deleted from the cube. For example, if the Intelligent Cube contains data for 2021, 2022, and 2023, and the filter is for data for 2022, all the data for 2022 is deleted from the cube.

    • Update only: The incremental refresh filter is evaluated. If the data available is already in the Intelligent Cube, it is updated where applicable. No new data is added to the Intelligent Cube.

    • Replace: The incremental refresh filter is evaluated. Old cube data is deleted using the report filter and replaced with new data. Your metadata must be upgraded to MicroStrategy 2021 or above to use this option.

    You can change these options at any time by opening the incremental refresh in the Report Editor, and from the Data menu, selecting Configure incremental refresh options.

  4. Click OK. The Report Editor opens with a new incremental refresh. If the Intelligent Cube's definition included a filter, it appears in the Report Filter pane.

  5. In the Report Filter pane, edit the filter if applicable, or create a new filter.

  6. To preview the data that will be updated in the Intelligent Cube, from the View menu, select Preview Data. The data is displayed in a grid view.

    If your security filter prevents you from viewing some data, the preview only displays data that you can view. However, when the incremental refresh is executed, all the data for the filter is updated in the Intelligent Cube, regardless of security filters.

  7. To execute the incremental refresh immediately, click the Run Report toolbar button.

  8. To save and close the incremental refresh, click Save and Close.