Set snapshots and transaction policies

You can set various transaction and snapshot policy options for data sources. The different policy options have different effects on the physical queries. These policies apply to both raw data sources and scripted sources.

  1. From Modeler Relate, select the source to edit.
  2. Click More, and then Source Properties.
  3. Select a setting from the Snapshot and Transaction Policy list.
    Snapshot every time the source is published
    Takes a snap shot of the measure table each time the source is published.
    Schedule snapshot
    Takes a snapshot of the data based on a specified schedule. The schedule can be daily, weekly, or monthly.
    Full refresh
    Only takes data from the last upload. For example, replacing all rows in the measure with rows from the last upload.
    Incremental refresh
    Keeps existing rows in the measure table and adds new rows from the last upload. This can be combined with delete keys to allow Birst to identify duplicate entries and delete old records to replace them with the newly uploaded ones, if any.


  4. Click Done.