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Adaptive Planning
Last Updated: 2023-06-23
Managing Data Loads to Optimize Performance

Managing Data Loads to Optimize Performance

Question

How do I improve report, dashboard, or sheet load time or performance?

Answer

When you refresh an
OfficeConnect
report, run a web report, or load a sheet or a dashboard, it can sometimes take a long time. This depend on whether the action involves a full or partial load of the underlying data model.
A report or sheet can take longer to load if it involves a full load. For example:
  • Changes made to your model.
  • Changes to the Actuals data
  • Updates to the General Setup page under Administration
  • Updates submitted to Concept: Shared Formulas in any version.
A report or sheet loads relatively faster if it involves only a partial load. For example:
  • Changes to the Budget data including imports and data entry into sheets and assumptions
For faster performance, we recommend the following best practices:
  • Minimize actions that trigger a full load during peak activity hours.
  • Use Admin publishing to defer modeling updates at a later time.
  • Notify users of inconsistent performance while changes are underway.
  • Test variances between full and partial load to understand user impact. A wider variance means greater impact.