1. User's Guide
  2. Smart View and Oracle BI EE
  3. Working with Oracle BI EE Analyses, Views, and Dashboards
  4. Specifying Preferences for Refreshing Views

Specifying Preferences for Refreshing Views

You can specify preferences for refreshing each view. The refresh preferences that you set for each view within a worksheet, slide, or page are saved along with the Office document (Excel workbook, PowerPoint slide presentation, or Word document).

To specify preferences for refreshing a view:

  1. Ensure that one or more Oracle Business Intelligence Enterprise Edition views are inserted into Oracle Smart View for Office.
  2. In Document Contents, click Refresh Contents button to refresh the content of the pane.

    All views that were inserted into the active Office application are displayed in Document Contents in a tree format.

  3. Select a view in Document Contents, and then select Properties.
  4. In Properties, select an option from Refresh Preferences:

    • Refresh Data—Refreshes only the data points in the selected view or analysis.

      Any changes made to formatting in the sheet, slide, or page are retained.

    • Replace View—Replaces the entire view, including any formatting changes set in Oracle BI EE.

      If you select this option, your prompt and graph selections and custom formatting are lost upon refresh if the view definition has changed.

      Note:

      If you checked or cleared the Use unified scale option in Oracle Business Intelligence Answers, you must use the Replace View option when refreshing in Smart View.

    • Do not refresh—Refreshing is not allowed.

  5. Click OK to save the Refresh Preference selection.

    Continue with Refreshing Views.

Note:

Oracle BI EE title views are not included in refresh actions, so all customizations to a title view are retained when you refresh the worksheet or workbook.

Note:

Pie charts are not refreshed after adding or removing a filter in BI Answers if the filter added is on a dimension that defines the number of pies that display. If there is a change in a filter column that is also defined as a number-of-pies dimension, change the refresh option on the chart view to Replace View, and then perform another refresh. This ensures a correct refresh, updating the number of pies and the chart titles that correctly reflect the new data.