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How to create an optimally fast calculated attribute?

When creating a calculated attribute, there are some things to keep in mind in order to create an optimally fast syntax. Let's see some steps that should be followed during the design of the attribute:

  1. Use REF instead of SELECT
  2. If you have to use a SELECT, use WHERE clauses instead of FILTER clauses
  3. If you have to use a FILTER, then pre-filter the list as much as possible using WHERE clauses
  4. Add WHERE clauses by indexed fields

Using References

Using a REF means that you're using the collection of elements that have already been loaded in the memory. The REF connection leads only to the records that refer to the current entity.

Using a [SELECT] means that for each attribute calculation, the system will create a request to the server and will look through the whole table that you have selected. A single table could contain millions of records.

More records means slower calculation. Like any design, when creating a calculated attribute, there is usually more than one way to calculate the value. Sometimes [SELECT] is the simplest option to use to reach the value, but you should always try to find a link instead, in order to achieve faster calculation.

Example:

Suppose you need to show a field with Total Line Amount value in the sales order line. You will need to calculate the sum of the line amount of all sales order lines of the particular sales order.

Such attribute can be created in at least two ways (the repository being Crm.Sales.SalesOrderLines):

Using a [SELECT] (with all records in the Crm.Sales.SalesOrderLines table)

10     SUM  EXP:20  ATTRIB:LineAmountValue                            
20     SELECT REPO:Crm.Sales.SalesOrderLines  EXP:30             
30     WHERE EXP:40                                      
40     EQUAL ATTRIB:SalesOrderId   EXP:50                
50     GETOBJVALUE  INPUT:10      ATTRIB:SalesOrderId          

Using a REF (with only the lines of the current SalesOrder)

10     SUM EXP:20 ATTRIB:LineAmountValue                    
20     GETOBJVALUE REF:SalesOrder CHILD:Lines           

Using SELECT

There are some cases where you want to reach the data of a table, to which you could not use a reference connection. But with [SELECT], there are some tricks that you can master to speed up the calculation.

When you [SELECT] a table, you can filter its records with [WHERE] or [FILTER] clauses.

Keep in mind that when using:

  • WHERE clauses, the conditions are applied together with [SELECT] to the whole list and directly on the server. Much faster performance in comparison with [FILTER], especially for a list with lots of records.
  • the right WHERE clauses matters - always try to add atleast one WHERE clause with a filter by Indexed fields. Indexed fields help access find and sort information quickly—especially in large tables. So using them, significantly improves the attribute performance.
  • FILTER clauses, filters are applied locally (on the client side) to the list returned from [SELECT].

Knowing this, you can reach two basic conclusions:

First, you should choose [WHERE] clauses instead [FILTER] clauses, if possible. Most of the other operators are supported in both cases, though [WHERE] clauses do have certain limitation. For example, they cannot be used along with NOT, OR and LIKE operators.

Second, always try to add alteast one WHERE clause with a filter by an indexed field. Check which are the indexed fields of the table you are selecting. To do this, simply visit the model documentation of the entity and search by "Indexed: True". See if there is an indexed field you can add to the filter of the [WHERE] clauses to speed up the calculation.

And third, when you have no choice but to use [FILTER] clauses, you should try to narrow down the list you're returning. Just apply as many [WHERE] clauses as possible to [SELECT]. This way, you're filering the list before it's returned to the [FILTER] and therefore, it'll contain fewer records, which will lead to a faster calculation.

Overall, [SELECT] is a very powerful tool that needs to be used wisely.