The Generic Inquiries portion of the Options window allows us to modify those options that are specific to the Generic Inquiries we have referenced from within our workbook.
When we click the kebab icon next to our Generic Inquiry, and select Edit...
... Velixo will display the options associated with that specific Generic Inquiry:
This feature is available in Velixo Reports v5 only and this information is provided for those clients who have not yet upgraded their installation
We can choose whether to pull generic inquiry data from the Entire Table or make it Filter Specific (in which case, the caching of the data depends on the value of the Filter parameter in our Velixo function).
In the example below, the filter restricts the displayed records to only those for which the value of the AccountClass field is CASHASSET.
=GI("Demo", "VelixoReportsPro-Accounts", "AccountClass eq 'CASHASSET'")
With the Cache Mode is set to Filter Specific, the performance of the spreadsheet will improve, because this filter only returns a subset of the entire GI table.
Allows us to control how much data is retrieved from the database:
- Full refresh - (Default) Every single row of data will reload (Not recommended for large data sets).
- Smart refresh - Loads only data that is new since the last refresh or our GI function. If we choose this mode, we must also choose a Smart Refresh Field from the drop-down:
Typically, this would be the LastModifiedDateTime field, tstamp field, or Timestamp field.
If we choose the Smart Refresh option, we will need to select the Last Modified Field from the list of the generic inquiry columns. During a smart refresh, Velixo Reports will save time and network traffic by downloading only the new or updated records by comparing the values in this field with the current maximum value among the already downloaded records.
Key Fields are those fields which uniquely identify each record in the Generic Inquiry. An example of a unique field for a list of GL accounts would be the AccountCode. Another example for invoice document lines would be the combination of Document Type, Invoice Number, and Line Number.
NOTE: Typically, a Description field or an Account Class would not suffice as a key field (since there are many duplicate values in tables that contain such fields). Doing so would result in an error message when using GI functions with that Generic Inquiry.
Also note that there is no universally applicable unique field, and a set of keys would typically differ across Generic Inquiries. For example, AccountCode can guarantee uniqueness in the chart of accounts, but would not suffice as a key in a list of GL transactions, where multiple lines can contain the same account.
|When used with Full Refresh, Velixo Reports does not require the configuration of key fields for use with the GI function. Keys are necessary only if we want to use Smart Refresh and/or if we want to use the GILOOKUP function.|