Archiving Data

CSP Discussions
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Is there a best practice suggestion on archiving data in Prophix Cloud? I’ve seen a discussion about creating a folder called zArchive in My documents. But I’m curious if this is the best way to go about this? We are experiencing some issues with processing time and I’d like to archive historical data in hopes of speeding up processing time. Would this improve processing time at all? and if so, is this the best way to go about archiving data? Or is moving old data to an archive folder simply moving it out of the way, but not impacting processing time at all? Anyone have experience with this or have suggestions?

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Hi Kim,

Moving templates / documents inta a separate folder does not affect the data sitting in the tables for the cube. If you would like to archive data from your cube (let’s say you want to archive 2013-2018 data), then there are a few questions you would like to ask yourself:
Would you like to have access to this data at some point?

  • if the answer is no (let’s say that you have offline copies of all reports and you only want the most recent 5 yrs), then you can a) run a remove data for the years in scope, and b) remove the respective time members from your cube
  • if the answer is yes, then you have a few options. most frequent is to create another (historical) cube and re-create some of the most frequently used reports (like Inc Stmt, Bal Sht, etc.) so that you can access the data when you’d like to, and also have access to data via ad hoc analysis
  • if you are okay with viewing the data in the form of reports, then you can do a big effort and save down all the reports offline (via report binder, offline excels, exporting to files, etc.) and have access to them outside of Prophix (some folks save such files in a central repository viz. sharepoint, and have their users access them, or even upload these documents in Prophix, if you will).

As you can see, there are many ways to solution this. It would be best to talk internally to understand how you would like to access it and then talk to your CSM to explore options.

Hope this helps,
Navin

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Seems basic but this is laid out very nicely here…Good Job Navin!

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Thank you Navin! This is very helpful! I appreciate it very much!

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Thank you for the info, Navin! We’ll archive using your instructions.

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