Refreshing Views

You can refresh the Oracle Business Intelligence 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

  • Individual views

  • Individual worksheets

  • Entire workbook

PowerPoint

  • Individual views

  • Individual slides

  • Entire presentation

Word

  • Individual views

  • Entire document

You can refresh views from the Document Contents pane, the Oracle Business Intelligence Enterprise Edition ribbon, or the Oracle Smart View for Office 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.

When there are multiple objects on an Office document, if you attempt to refresh the document without having already connected, then you will be prompted for your login credentials once for all objects. If you choose to cancel instead, the Connect to Data Source dialog box will appear for each object on the sheet, and you must click Cancel for each object. For example, if there are six objects on the sheet, the dialog box will appear six times, once for each object.

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 19-15 shows the Refresh icon with the arrow:

      Figure 19-15 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 19-16.

      Figure 19-16 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.