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A HOLD file is valuable when you want to do the following:

  • Extract fields from a large data source for faster and more efficient retrieval in subsequent requests. This reduces processing time, enabling you to create reports and charts rapidly against a smaller, more specialized data set. This improves efficiency while giving you the flexibility that you need when working with smaller subsets of your data.

  • Store virtual field values or summary values calculated in one request for further processing in another request. This allows you to reuse calculated values, decreasing the effort required to recreate certain scenarios.

HOLD files can be created for immediate use and saved temporarily or they can be stored for future and repeated use. This gives you the flexibility to use and store HOLD files, as needed, based on how you want to use the files that you create.

Creating Temporary HOLD Files 

For the scenario in this documentation we created a report that joined 2 tables: REC_STUDENT_TERM_DIM and REC_ACAD_STRUCTURE_DIM. We filtered on the academic career to only look at UGRD students, and then we created a dynamic parameter filter for the academic program, plan, and term.
temporary hold file exampleImage Removed

Refer to the
Note
Info

See Creating Basic Reports articles for more details information on creating, modifying /wiki/spaces/IKB/pages/10883138204, adding fields, filtering, and saving reports, etc. 

  1. Navigate to your saved report and right-click.  

  2. From the right-click menu, select Edit With.., and then click InfoAssist.

    Image Removed
    Click edit with infoassistImage Added
  3. On the ribbon, select the Home tab, and click File from the Format group

    of the Home tab on the ribbon

    .

    Click File (from the Design group on the ribbon)  Image Removed  Click File (from the Design group on the ribbon)  Image Added
  4. From the Temporary hold dialog box, confirm Temporary is selected above the left navigation pane. 

    Temporary above left navigation pane Image RemovedTemporary above left navigation pane Image Added
  5. Enter text into the Title field.

    Title field Image RemovedTitle field Image Added
  6. Confirm Binary (*.ftm) is the selected file format. 

    Binary file format Image Removed Binary file format Image Added
  7. Once a file name and file format is identified, click Save.

     

    The Temporary File dialog box will close.

  8. Notice the layout of the work area changes. You should now see a Query pane (top center) as well the Create Report function (bottom right). 
    Query Pane and Create Report functionImage Removed

  9. Note that the hold file has been created - ; see the name in the Query pane. 
    Hold File name in Query PaneImage RemovedHold File name in Query PaneImage Added

  10. Click Create Report

    (

    at the bottom right

    ),

    to use the Hold file to create a report to join the

    hold

    Hold file to another UC_SADM data table. 

    Click Create Report Image Removed Click Create Report Image Added
  11. Notice that the workspace changes again.

     The

    The system assumes you want to create a report using data from that Hold File.

     

    To join the Hold file to another table, click the Data tab and then click Join. 

    Image Removeddata and join buttonsImage Added
  12. Notice that the

    hold

    Hold file displays in the join dialog box.

     
    hold file displays in the join dialog box Image Removed

    Click the Add New

    dropdown

    drop-down and then click Existing.

    Click Add new and then Existing Image RemovedFor our scenario, navigate Click Add new and then Existing Image Added
  13. Navigate to rec_student_groups_dim from the dialog box that displays. 

    Navigate to data file Image RemovedNavigate to data file Image Added
  14. Click Open.  

  15. Notice that a second table displays in the Join dialog box.

      

    Join the

    the

    tables together.

     

    Refer to the Basic Table Joins article for more instruction

    , as desired

    .

     

    Image Removedbasic table joinImage Added

  16. Click OK.  

  17. Now create the report, pulling in fields from the HOLD Hold file, as well as from the additional table that we just added. 

    1. In this example, the fields are added under the By header, within the Query pane.

    add fields under the By header in the Query Pne Image Removed
    1. add fields under the By header in the Query Pne Image Added
  18. Add new filters , specific to the new table that was just joined, as appropriate.  Refer to the . See Filtering a Report documentation for additional instruction.  Image Removed

  19. Click OK to confirm.  

  20. Click Run to view the output of the report.  

  21. Complete the info within the Parameters dialog box.  

  22. Check Run in a new window, as desired. 
  23. Click Run. 

  24. Review the output. 

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Refer to the vendor documentation 
Note
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See WebFOCUS InfoAssist Manual 8.2.06 for  for additional information, as desired.

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