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Processing and publishing


The two main tasks that occur when preparing a model for use are processing and publishing.

You are able to process a model, individual pipeline, or a group of pipelines. In addition, if any changes have been made that need publishing updates, you can choose whether or not to include those updates in your process.

You can add model process configurations, which allow you to define scheduled background tasks to periodically refresh the model or pipeline.

Processing settings

Processing involves creating a physical structure in the data warehouse that matches the logical structure of the model. The end result of the process action is a warehouse.

  • If you make a minor change to a model that has been previously processed (such as altering a calculated column), processing the model again (via the Process button) reprocesses only the affected pipelines, rather than the entire warehouse, increasing the speed of the overall operation.

  • A process action is not always successful, as there may be errors in the model that prevent creation of a valid cube. In addition, any changes to security are updated every time a model is processed.

Set model processing properties

Processing properties allow you to:

  • Skip offline data sources.

  • Control parallel pipeline processing.

  • Define the model owners.

These settings apply only to the warehouse (not the cube).

ref process 8.png
  • Skip offline data sources

Offline and inaccessible data sources will be ignored when this option is selected. The model will be then processed without the updated data from these sources.

This option does not affect the requirement for new data sources to be accessible when:

  • The data source is added to the model.

  • The model is first processed after the data source is added.

Warnings indicating that data sources have been skipped will be shown:

  • On the Model Panel under Status at process time.

  • On the Background Tasks List, when hovering over items in the Issues Column.

  • Max source reading operations

    • This is the maximum number of pipelines that will read from their data source at the same time (irrespective of which data source they come from).

    • If you have a model that sources data from many different servers, (particularly if the data sources are web-based) increasing this value may improve performance.

    • Alter this setting in conjunction with the Maximum parallel reading operations setting for individual data sources to allocate more threads to data sources that will benefit the most (e.g. web-based data sources).


      If the total number of threads specified (in the Maximum parallel reading operations property for all data sources) exceeds the Max source reading operations setting, the thread count for each data source is reduced proportionally to match the Max source reading operations setting.


    • Max result writing operations This is the maximum number of pipelines that will write their result (as a materialized warehouse table) at the same time. If you have powerful hardware for your warehouse, increasing this value may improve performance. If you have limited hardware resources, decreasing this value may improve performance.

    • Model Owners This tag control allows you to define the user who owns the model. Model owners will receive an email if the processing of the model fails for any reason (when using a process configuration). You can specify a single owner or multiple owners. By default, the user who created the model is the owner (the user name is concealed).

Publishing settings

Publishing is the act of saving a version of a model so that it can be reused in the future. A model that does not process successfully will not be published.

  • Publishing a model overwrites the previously published model. The last published model is used for model process schedules and may be used when manually processing the model in future. This behavior guarantees that model process schedules will be completed without error.

  • During the processing of a model, the publish task is represented by the Update Published Model step displayed in the Status area of the Properties panel.


Publishing a model is different from saving it. Saving a model saves any changes made to the model's "working copy" (the current state of its pipelines, columns and hierarchies). Publishing a model saves a separate copy of the model to the "working copy". The essence of publishing a model is that it saves a copy of the model that just processed successfully, and is therefore guaranteed to process again successfully.

Specify publishing options

If any publishable changes are present, you can use the Publish changes check box to determine whether or not you want to publish the changes.

REF PROCESS 1 mod_process_publish_option.png

View the changes by clicking the Show Changes link near the top of the Process screen.

REF PROC 2 mod_process_publish_changes_link.png

When this link is clicked, a Comparing tab appears, showing you the changes.


When processing the model for the first time after it is created, you must publish the listed changes. The Publish changes check box is dimmed (grayed-out) in this case, so that you cannot choose to not publish the changes. This behavior only occurs the first time you publish the model.

Process configurations

Model process configurations are added to a model to define how it is processed.

You may define a configuration to process just a particular group of pipelines, such as the pipelines relating to the finance area only.

Or you may create a process configuration that performs a full load of the data warehouse tables (which needs to be executed periodically to remove deleted rows).

Process configurations may also be used to set up scheduled background tasks to periodically refresh the model.


By default, any new process configuration automatically performs a full process.

  • Pipelines - By default, all pipelines are processed (using the All tag). However, you can specify individual pipelines for processing using this option.

  • Database Scripts - By default, all database scripts are processed (using the All tag). However, you can specify individual scripts for processing using this option.

  • Incremental Data Load - This allows you to specify how data sources and pipelines are updated. The available options are similar regardless of whether you are processing models or pipelines.

View processing and process history


While models are processed, their progress is shown in a tree format in the Status section of the model properties pane.


When clicking on View History, a separate Background Tasks tab opens, listing all process tasks filtered for the model you are working with. The same progress tree that is shown on the model screen, is also shown on this screen while the model is running and after completion.

Information on the processing tree

For every pipeline processed, information is divided into Source and Transformation data loads.

  • Source data: Rows copied, rows per second and incremental load settings can be shown. If a full load is performed a reason will be provided.

  • Transform data: When incremental load is performed the rows affected will be shown.


Processing duration is classified and color coded.

  • less than 10 minutes is OK - Green

  • Between 10 and 30 minutes is slow - Light orange

  • Between 31 minutes and 1.5 hours is slower - Dark orange

  • More than 1.5 hours is very slow - Red


Process history

The most recent publish data and time is shown immediately below the View History link as seen above. To view all past and currently running process operations for a specific model, click the View History link on the Model Properties panel.

History for all models can be seen by opening the Background Tasks screen from the settings menu or by removing the filter for the model from the date search box, if opened from a particular model screen as explained.


All processes (queued, succeeded, failed and currently running) are listed here. In addition, the progress tree is also shown for any selected process task, except for queued (not yet run) process tasks. Detailed information about this page can be found at the Background Tasks link under Useful Links



The View History link is accessible via the model properties panel and the properties panel for an individual pipeline. Clicking the link in the pipeline properties panel opens the information for the model of which the pipeline is a part, not just the individual pipeline.

Previously published models

If errors occur during model processing, and the model was previously published successfully, the previously published version can be used to successfully process the model.

In the following example, several errors appear in the Status area of the model Properties panel following processing.


To reprocess the model, using the previously published version, simply click the Process Published Model link.


The model is reprocessed, and all errors are resolved.

ref process 6.png

Set standard process options

  • Process warehouse - If you want to include the warehouse in the process, click this check box, and specify the following related options:

    • Migrate source data - This setting specifies whether or not source data is migrated into the pipeline staging tables. If unchecked, existing data from the last time the model was processed may be used. This saves time when testing pipeline behavior. The setting is selected (checked) by default.

      • Skip previously migrated pipelines - This setting is related to the Migrate source data setting. When selected, pipelines that have data records from a previous process will not be refreshed from the data source. If you have this setting checked and a subset of the pipelines have previously been migrated, the migrated pipelines will not be refreshed while all other pipelines will be. The setting is cleared (not checked) by default.


        This option is not included with process configurations.

    • Perform Transformations - When selected, each pipeline will be materialized as a table in the data warehouse. Both views and warehouse tables will still be published in the warehouse, as this setting only affects whether the warehouse tables are processed. The setting is selected (checked) by default.

    • Exclude dependencies - When selected, only selected pipelines and database scripts will be processed. Pipeline and database script dependencies will be ignored. The setting is cleared (not checked) by default.


  • You can view the a pipeline's processing dependencies by examining the Processing Dependencies area on an individual pipeline tab Properties panel.

  • If pipeline A has a lookup to pipeline B, and this setting is selected (checked), only pipeline A will be processed.

Incremental loading

Incremental loading will only migrate new or updated transactions saving valuable time when data source sets are large, especially history data that doesn't change.

For incremental loading to work for a given table, a column must be present in a table which allows rows added after the last incremental update to be identified. For many databases, this is a time stamp column.

In other databases, there may be another column that can be used. Such a column must have entries that are monotonically increasing (the value for each row is greater than or equal to the value for the previous row) so that rows added after a given row can be identified. The values in the column do not have to be unique.

Typical columns that may be used are item codes, invoice numbers, employee numbers, or other types of key columns, or batch identifiers – as long as they are monotonically increasing values.

  • Incremental loading behavior

    Depending on the data source, incremental loading may be handled differently. Most data sources (e.g. CSV files), are fully loaded into the data warehouse by default.

    However, if you can identify a column in some or all tables that can be used to determine which rows are new, you can manually customize the incremental loading settings to use it. Most data sources contain suitable time stamp or other columns that can be used to control incremental loading.

    Data sources created as part of a package import may default to incremental updates.

  • Incremental loading interaction (Models, Data Sources, and Pipelines)

    When processing a model, you can determine the type of incremental data load that will take place. You can specify a full (non-incremental) load, a regular incremental load, or a quick incremental load. By default, a regular incremental load adds new data and updates existing data, while a quick incremental load only adds new data and does not update any existing data.

    Quick incremental loading may be useful for data models that require hourly addition of new transactions (where changes to existing transactions are rare and will not affect the accuracy of the resulting cube).

    This incremental behavior can be customized at both the data source and pipeline levels (allowing you to specify the exact behavior of both a regular incremental load or a quick incremental load). The following settings can be selected:

    • Add and Update - The default behavior for a regular incremental load. All new data and any updates to existing data are added to the warehouse.

    • Add Only - The default behavior for a quick incremental load. Only new data is added to the warehouse. No existing data is updated.

    • Data source level - You specify exactly what incremental behavior is used on pipelines coming from the data source during both incremental load types. These settings are then propagated down to each pipeline originating from the data source.

    • Individual pipelines - You can specify incremental behavior for individual pipelines (which allows you more control if one specific behavior setting is not appropriate for all data source pipelines). Customized individual pipeline settings override data source-level settings.

Incremental data load setting

The following options are available:

  • Default Incremental - The regular incremental process, which allows you to load both new and updated data to the staging database. It is designed as a more inclusive process option than Quick Incremental but typically takes a significant time (many minutes or hours) to execute. When this option is selected, all data sources and pipelines in the model automatically map to the Add & Update incremental load option.

  • Quick Incremental - This incremental process allows you to only load new data to the staging database, and process the model with only this newly added data. It is designed for firms that have large volumes of transactions at all times of the day and want more frequent updates (such as hourly updates) that can often be performed in minutes. When this option is selected, all data sources and pipelines in the model automatically map to the Add Only incremental load option.

  • Full Refresh - A full (non-incremental) data refresh is performed. This option is slower (often taking several hours), but may need to be performed periodically to ensure integrity for some data sources. For example, where incremental delete is not performed, depending on the source database structure, deleted rows may affect the accuracy of reports produced from the cube. This type of process is often performed overnight or during non-peak times.

Processing parts of a model

Individual pipelines

If you have added a pipeline to the Process screen (or to the Properties panel), but you decide that you do not want to process it, you can remove it using the small "x" button that appears when you hover over the pipeline entry in the corresponding text box.

REF PROCESS 9 mod_process_pipelines_deleteicon.png

Process specific database scripts

You can process individual database scripts or groups of scripts, instead of processing all database scripts (as when an entire model is processed).

Two distinct type of database script selection methods can be used. You can open individual scripts and process them, or you can specify the scripts directly on the Process screen.

When processing database scripts, only affected measure groups and dimensions are processed, as opposed to the entire cube. This behavior increases the overall speed of script processing.

Process specific companies or pipeline tags.

In addition to processing specified pipelines, processing can also be filtered by choosing a subset of companies and/or pipeline tags.

Pipeline tags are visible on the pipeline grid of the model screen, and can be specified by going into each pipeline's properties.


Processing behavior changes as follows:

  • Subset of companies: This will migrate source data for the selected companies only.

  • Tagged pipelines: This will only process warehouse pipelines that belong to the specified tag/s, and any pipelines that these pipelines depend on. This is the same behavior as individual pipeline processing.

Benefits for processing a subset of data may include:

  • Subsets of companies

    • Performance improvements during source migration when not all data for all companies are required. This will be particularly beneficial In very large data sets.

    • When only data from specific companies are required for reporting, this feature can easily achieve this result, while also reducing the time to get it.

  • Tagged pipelines

    • Performance improvements during processing can occur when processing only a set of pipelines needed for finance for example, instead of processing an entire model.

    • When only data from specific pipelines are required, e.g. finance, pipelines required can be tagged as finance, and only the finance group of pipelines can then be processed.

This selection can be made in two places:

  • Process Model popup

  • Model Configuration


Process dependencies

You can view processing dependencies for the current pipeline by examining the new Processing Dependencies area of the pipeline Design panel. A pipeline depends on another pipeline if there's a lookup, warehouse pipeline, calculation, or SQL step in the pipeline that references the other pipeline.

REF REL mod_pipeline_properties_process_depend.png

The following information is displayed:

  • Uses column - A list of other model components that the current pipeline relies on when it is processed.

  • Used By column - A list of model components that rely on the current pipeline when they are processed.

    All listed model components (in both columns) are also links, which, when clicked, open the corresponding item in a separate tab.

  • Uses Database Scripts - Specify the database scripts that must be executed before the current pipeline can be processed. The actual moment of script execution in the overall process depends on the individual script's Type setting.