AX15552
Managing data for visualization reporting
Visualization reports use a subset of Axiom data that has been selected to support the most useful data analytics. This data set is static to provide optimal query performance while exploring your data, but the data set can be refreshed as needed with the latest data.
The data available to visualization reports is determined by the data model. This model is predefined and provided by the product package installation. Currently, data models cannot be customized to include additional fields or to remove existing fields.
The data model is designed to provide access to the data that is deemed most useful to analytical reporting, based on the data structures used by the product. The data model determines the fields that are available for use in visualization reports. Some fields may directly correspond to tables and columns in Axiom, while others may represent transformations or calculations of table data. See your product documentation for more information on the data included in the model.
Visualization reporting can leverage several different types of models, and different products may use different model types. For example, you may have some models that are only available to support certain product-delivered reports. These models are not available for use when creating new reports. Other models are available for report creation, and may also be used in product-delivered reports.
Refreshing the available data
When you install a product that includes a visualization data model, the model and its data are made available to visualization reporting. This creates the initial data set used for reporting. If any changes are made to the data in Axiom after the product installation, this data is not available to visualization reporting until the data is refreshed.
Different models use different methods to refresh the data:
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Some model types use a Scheduler event handler named System.ProcessBITable to refresh data for visualization reporting. This event can refresh all data, or refresh data for a specific table—for example, if the table has just been modified. This event can be run using a Raise Event Scheduler task or using a RunEvent command or function. The reserved variable name Table can be used to pass in an optional table name.
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Some model types use the command Process AI Semantic Domain to refresh data for visualization reporting. This command can refresh data for specific models ("domains") or all models of this type. When refreshing a specific model, all data in the model can be refreshed, or just a specified table in the model. This command can be run from a task pane or ribbon tab, or in Scheduler using the Execute Command Adapter task.
The Axiom Financial Institutions Suite product that provided the data model will provide a built-in methodology to trigger the necessary data refresh. The product may be designed to refresh data after specific activities are performed in the software (such as after running an import or a particular data utility), and/or it may be designed to refresh data at regular intervals using a scheduled job. The product may also provide a way for you to manually trigger the data refresh as needed, such as from an Axiom form or from a custom task pane.
