Refreshing Report Packages

You can refresh the entire contents of a report package by using the Refresh Report Package command in the Library pane of the Smart View Panel. When you select Refresh Report Package, Oracle Smart View for Office takes following actions for each doclet in the report package:

  • Download

  • Checkout

  • Smart View refresh of all data points, embedded content, and variables,

  • Upload

  • Checkin

Note:

When you perform a Refresh Report Package, you must have access to all the doclets, including those that contain Smart View queries. Furthermore, in order to refresh those queries, you may be prompted for login credentials to all the data sources that those queries are accessing.

To refresh a report package:

  1. Ensure that you are in the Library pane of the Smart View Panel.

    From Performance Reporting Home, click Library, then expand the EPRCS node, then the Library node, then expand the Report Packages folder, and then select a report package.

    In the following example, you could select the report package named "Department Reports".


    The Library pane of the Smart View Panel in Word showing the default folders: Recent, Favorites, My Library, Report Packages, and Application. Report Package is expanded and contains the Department Reports report package.
  2. With the report package selected, from the Action Panel, click Refresh Report Package.

    The Refresh Report Package prompt is displayed letting you know that the process can be time consuming.

    Refresh Report Package warning message to let you know that the process can be time consuming.
  3. Click Yes at the prompt.

    Smart View begins the process of opening and checking out doclets, refreshing data points, embedded content, and variables, and then closing the doclets.

    Focus will move between Office applications.

    If the refresh is successful for all doclets, Smart View returns you to the Office application from which you began the process.

    If the report package contains non-Office doclets, (for example, supplemental doclets such as a PDF or TXT files), a warning message is displayed, noting the doclets that were not refreshed; for example:

    Warning message alerting you to the doclets that were not refreshed.