Refreshing Views

You can refresh the BI data in your inserted views. You have the option of refreshing selected views or refreshing all views, depending on the Office document type, as follows.

Excel

PowerPoint

Word

You can refresh views from the Document Contents pane, the Oracle BI EE ribbon, or the Smart View ribbon.

The refresh action is limited according to the Refresh Preference set for a selected view. See Specifying Preferences for Refreshing Views for information.

Note that when you refresh, title views are not included in refresh actions, so all customizations to a title view are retained when you refresh the Office document.

  To refresh Oracle BI EE views from the Document Contents pane:

  1. In Document Contents , ensure that Oracle BI EE - Document Hierarchy is displayed in the drop-down list box.

  2. In Document Contents, click Go button to refresh the contents of the tree.

    From Document Contents, you can refresh individual views in all Office applications, individual worksheets, and individual slides.

  3. Perform an action:

    • To refresh a selected view in an Excel sheet, PowerPoint slide, or Word document, select the view object from the tree in Document Contents, and then select the Refresh View action from the right-click menu or click the Refresh View link at the bottom of the pane.

      Repeat for each view that you want to refresh.

    • To refresh all Oracle BI EE views on a selected Excel worksheet or PowerPoint slide, select the sheet or slide from the tree in Document Contents, and then select the Refresh action from the right-click menu or click the Refresh link at the bottom of the pane.

      Repeat for each sheet or slide that you want to refresh.

  To refresh all Oracle BI EE views on a worksheet or slide, or an entire Word document, using the ribbons:

  1. Perform an action:

    • Select the worksheet or slide to make it active.

    • Place your cursor in the Word document to select it.

  2. Click Refresh in the Oracle BI EE ribbon or the Smart View ribbon.

  To refresh all Oracle BI EE views in an Excel workbook, PowerPoint presentation, or Word document:

  1. Place your cursor anywhere in the workbook, presentation or document to select it.

  2. Perform an action:

    • To refresh all Oracle BI EE views in an Excel workbook, click the down arrow in Refresh in the Smart View ribbon and select Refresh all Worksheets. Figure 50, Refresh Icon with Down Arrow in Excel and PowerPoint shows the Refresh icon with the arrow:

      Figure 50. Refresh Icon with Down Arrow in Excel and PowerPoint

      The Refresh icon in Excel and PowerPoint contains a down arrow

      Alternatively, click the down arrow in Refresh in the Oracle BI EE ribbon and select Refresh Workbook Data.

    • To refresh all Oracle BI EE views in a PowerPoint presentation, click the down arrow in Refresh in the Smart View ribbon and select Refresh All Slides.

      Alternatively, click the down arrow in Refresh in the Oracle BI EE ribbon and select Refresh Presentation Data.

    • To refresh all views in a Word document, click Refresh in the Oracle BI EE ribbon or the Smart View ribbon. The Refresh icon in Word does not contain a down arrow, as shown in Figure 51, Refresh Icon in Word

      Figure 51. Refresh Icon in Word

      The Refresh icon in Word does not contain a down arrow

Note:

If requested, provide your credentials for Oracle BI EE.