Facts are added to an InVision Solution by connecting to a Profitbase Studio Datawarehouse Solution and importing the required facts. Facts native to InVision are built and maintained using Profitbase Studio, but you can import fact data from any data source using custom scripts (SQL and .NET libraries) or you can push data to InVision using any technology able to write to a SQL Server database table.
Facts are added to the Solution from the Data Store editor or the Fact editor. To add a Fact from the Fact editor, you first need to create a Fact from the Solution Explorer and then bind to the source Fact using the Fact Editor Toolbox. Any one of these options requires a Data Connection to a Profitbase Datawarehouse Solution. Once you have created or selected a Data Connection, you can browse the available resources and drag and drop them into your Solution.
When a Fact is dragged and dropped into InVision from Toolbox, a binding to the Fact source is created and maintained by InVision. The binding is used for loading the Fact metadata and actual data from the Profitbase Datawarehouse. It is important to note that InVision makes local copies of the data and metadata for each Fact from the Profitbase Datawarehouse. This means that the binding is not a "live link" to the Datawarehouse, so any changes made to the Datawarehouse Fact does not affect InVision until the data and/or metadata is explicitly updated or reloaded.
Importing and updating metadata
Since InVision makes local copies of the data and metadata for every Fact reference to the Profitbase Datawarehouse, the metadata needs to be updated manually whenever changes have occurred. To update (or load) the Fact metadata, execute the "Apply Linked Content" Data Flow in the System Folder of the Fact. The Data Flow can be executed by right-clicking the node in the Solution Explorer or by clicking Apply Configuration in the Fact editor action bar.
To load/reload the data for a Fact reference to the Profitbase Datawarehouse, you need to:
execute the "Load Linked Content Data" Data Flow in the System Folder of the Fact by either executing it from the context menu of the Solution Explorer node,
or by pressing Reload All from the action bar in the Data tab of the Fact editor.
Since InVision makes local copies of the data for every Fact reference to the Profitbase Datawarehouse, the data needs to be updated manually whenever changes have occurred. To update the Fact data, execute the "Update Data" Data Flow in the System Folder of the Fact from the context menu of the Solution Explorer node, or press Update from the action bar in the Data tab of the Fact editor.
Updating data requires the Data Update Configuration of the Fact to be set up.