This guide will walk you through using the Upgrade Assistant, a powerful tool designed to help you quickly and safely migrate your old aggregate tables to our new, improved version. The assistant handles the heavy lifting, ensuring a smooth transition and unlocking an enhanced user experience.
Before You Begin: Key Considerations
To ensure a smooth process, please keep the following in mind:
Schedule During Downtime: We recommend running the upgrade during off-peak hours to avoid any potential disruption to business operations that rely on the aggregate table data.
It’s a One-Way Trip: Once an aggregate table is upgraded to the new version, it cannot be reverted to the legacy format.
Upgrade on Your Schedule: You can use the assistant to upgrade at your convenience, or you can wait for the official, platform-wide automatic upgrade.
What Does it Look Like?
How to Use the Upgrade Assistant?
Here’s how to upgrade your legacy aggregate tables in just a few clicks.
Step 1 Launching the Assistant
Navigate to App Management and go to Aggregate Table. On any legacy aggregate table, you will see the option to launch the Upgrade Assistant. Click it to begin.
Note:
If you do not have any legacy aggregate tables in your app, the Upgrade Assistant entry point will not be visible.
Step 2: Select the Table you Want to Upgrade
In the assistant window, select the legacy aggregate table you wish to upgrade from the list of available tables in your app. Then click OK and the assistant will upgrade the table for you.
What if an Upgrade Fails?
In rare cases, an automatic upgrade may not be possible due to complex or outdated configurations. If this happens, the assistant will notify you. You will need to click Generate a new aggregate table from the old to create a new version manually and then adjust its configuration. For a detailed guide on this process, please refer to Troubleshooting Legacy Aggregate Table Upgrade Failures.
Important Technical Notes
Here are a few technical details about the upgrade process to be aware of:
Formula Simplification: Some legacy formulas contained unnecessary variables. The upgrade process will automatically simplify these. For example, a formula might be reduced to 0 * COUNT(x). This does not affect the metric’s calculation, and you can either keep the simplified expression or manually delete it.
Invalid Variables in Validation Rules: If a metric was deleted from a legacy table, any validation rules that referenced it would contain an "invalid variable." During the upgrade, these invalid variables will be automatically replaced with 0 to ensure the validation condition remains functional.
Upgrade-Compatible Versions: A small number of legacy tables with configurations that exceed current limits (e.g., too many source tables, dimensions, or filter conditions) will be converted into an "Upgrade-Compatible Version." This special version ensures the table continues to function with its legacy logic. However, if you copy this app or table, the new copy will be a standard aggregate table and will require manual configuration to work correctly.
Upgrade-Compatible Metrics: If the system detects redundant data source tables during the upgrade, it may add an "Upgrade-Compatible Metric" to assist the process. This metric does not affect the table’s normal use, and you can safely delete it yourself after the upgrade is complete.