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Persoanlized Info Links and Scheduled Updates

 imagine a store manager has access to his or her own store.. and can only view that data

Step 1 -- create a information link that is NOT personalized and gets data for all stores.. so if you open this link it will show everything to everyone, lets say it has a column called as "store number".


Step 2 -- Create an personalized info link that brings back list of stores current user has access too
Generally this is will bring very small number of rows a

Step 3 - In the analysis, add the first information link, Don't worry that at this point it is bringing all data.


Step 3 -- Then do Insert column, select  from Information Link and select the link you created in step 2.

Step 4 -- As part of the insert steps, Match the two tables on the store number column and select the correct kind of join

step 5 -- Now Go to Edit >> Data Table Properties >> Select the table from Info Link created in step 1

Step 6) You should see a tab "schedulde updates" updates tab in that view

" In reload the following data for each user"


you should now see two tables and two checkboxes next to it
Select the checkbox for the table coming from info link 2 (personalized)

and then schedule your analysis


how it works..

when scheduled update runs for first time, first Info link brings data for all stores. and look for the and second link brings list of stores that the system user has access too.

However Spotfire has now cached the data for all stores from the main informaion link 

When a new user opens a scheduled analysis, then the lookup query is run for every user(because you checked that box earlier to force it to run for every user)

Once the loop up table is retreived then the join step is done against the cache in memory and the lookup table

Generally the lookup tables are small and are retreived very fast and join happens in memory..

The big infolink however is not reloaded and hence you save time

This set up gives you personalized data even on scheduled updates

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