Specify Whether a Dataset Table Is Cached or Live

A dataset table's data access setting determines if the table's data is loaded into cache, or if the table gets its data directly from the data source.

You can set a table to Automatic Caching or Live.
  • Automatic Caching - If you select this option, then the table loads or reloads its data into cache. This option can provide faster performance when you refresh a table's data from the Transform editor or from a workbook. Selecting this option causes the Reload menu option to display at the table and dataset level.

    This option is limited to 2GB of data after compression. If the data is larger than 2GB or if the data takes too long to load, the data access mode uses a live query if the connection type supports it. If you want to use automatic caching and the data is larger than 2GB, then add column filters to the table, for example limit a date range to reduce the size of the data.

  • Live - If you select this option, then the table gets its data directly from the data source. When a table is set to Live, the source system manages the table's data source queries. This option is useful when the data is stored in a high-performance system such as Oracle Autonomous Data Warehouse. It also ensures that the latest data is used.

In a dataset with multiple tables, some tables can use automatic caching and some can include live data. If you reload multiple tables using the same connection and the reloading of data on one table fails, then any tables set to use automatic caching are switched to use live data.

For best performance, set all tables in a dataset to access data in the same way. When the tables in one dataset are mixed between automatic caching and live data, the system must resolve joins and performance varies based on the amount of data needed from each table to complete the queries.
  1. On the Home page, click Navigator and then click Data.
  2. Click the Datasets tab.
  3. Locate the dataset that you want to open, click Actions, and then click Open.
  4. In the Join Diagram go to the Table Page Tabs and click the table that you want to work with.
  5. In the Transform editor, click Edit Definition.

  6. Confirm that the data access panel is displayed.
    If the data access panel isn't displayed, go to the right center edge of the window to locate and drag the handle to open the panel.

  7. In the Data Access field, specify how you want the table to access its data.

  8. Click OK.