Cached filters at view level

Bernard Anderson shared this question 18 months ago
Answered

I have several reports which have a common set of dependent filters. For each report I have set the 'Entry Style' to cached values and schedule a refresh at 05:00 every day for each report (My data in these fields rarely changes so a once a day refresh is all that's needed) . This results in a large CACHEDFILTERVALUES table and refreshes are getting slower. Is there a way to cache these values in one go and reuse that in different reports rather than repeating in each e.g. at the VIEW level? I seem to recall seeing (or hearing of)such a method in 7.4 but can't find it in my test environment.

Comments (3)

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Hi Bernard,

Thanks for reaching out with your question. This is possible at a View level by configuring a 'Filter Group'. Filter Groups are useful for creating a set of filters that are commonly used together in reporting. It can also be used to create a single, cached list for your filter. I'll provide an example here with the Ski Team View.

First, I'll Clone the Ski Team View for editing. Next, on the 'Prepare' tab I'll click the '+' > 'Filter Group':

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This will allow me to create the 'Filter Group'. From here I will name the group and choose which folder it will be found in:

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Now on the Configuration page, drag in the filter field you'd like to schedule a cache for:

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And click 'Edit Format'. Choose the field, in my case 'Demographic' and set up the cache as you would in a report:

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Now pop back up to 'Filter Group Settings' in the left pane. You should now have access to the 'Filter Refresh' option, where you can configure the filter schedule:

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Now, after publishing the View, you can use the 'My Filter Group' (in my case) field to access this cached filter list.

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Which provides the cached values based on the single schedule:

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Is this what you're after?

Thanks,

Ryan

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That's exactly what I was looking for - Thanks. Sadly not available in 7.1 though I guess I may have to look to upgrade sooner rather than later :)

You may close this request

Thanks again.

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Hi Bernard,

Happy to help! If you have any further questions or issues please don't hesitate to reach out.

Thanks,

Ryan