Reload a Dataset's Data

Keep your analytics content up-to-date by reloading dataset data when it's been updated.

LiveLabs Sprint

Topics:

• About Reloading a Dataset's Data

• Reload Data from the Workbook Editor

• Reload an Individual Table in a Dataset

• Reload Tables in a Dataset

• Reload a Dataset's Files

• View a Dataset's Reload History

• View or Download a Reload Job's Log Files

About Reloading a Dataset's Data

You can reload a dataset that uses a single file as its source, when one or more tables in the dataset are cached, or when the dataset is created from running a data flow. Or you can reload a datasets's files and tables individually.

Reloading data ensures that workbooks and visualizations contain current data. The most current data is displayed in workbooks and visualizations after the dataset reload is complete and you refresh the workbooks. See Refresh a Workbook's Data.

How you reload data depends on the dataset's data source type.

Data from External Connections

When you reload data for a dataset with an external connection, the dataset's SQL statement is rerun and the current data for the tables with the Data Access field set to Automatic Caching is loaded into cache.

If your dataset contains one or more tables with the Data Access field set to Automatic Caching, then you can use the Data page to reload the tables in the dataset. To reload individual tables, use the Dataset editor. You can also set up a schedule to reload your dataset's tables as often as once per hour. See Schedule a Dataset Reload.

Reload Excel, CSV, or TXT File

When you reload a Microsoft Excel file (XLSX or XLS), you must ensure that the newer spreadsheet file contains a sheet with the same name as the original file. And the sheet must contain the same columns that are in the dataset. The data reload fails if the file you load is missing columns.

When you reload a CSV or TXT file, make sure that it contains the same columns that are in the dataset. A reload will fail if the file you load is missing columns.

Scheduling a reload isn't available for datasets that contain only Excel, CSV, or TXT files.

To reload a dataset that uses one file as its source, use the Data page or Dataset editor. If a dataset uses two or more files, then use the Dataset editor to manually reload each file. If a dataset uses a combination of files and external connections, then use the Dataset editor to manually reload each file.

Oracle Fusion Cloud Applications Suite

You can reload data and metadata for Fusion Applications Suite data sources. If the Fusion Applications Suite data source uses logical SQL, reloading data reruns the dataset's SQL statement.

Reload Data from the Workbook Editor

When you're editing a workbook, you can reload data to update the workbook with the most up-to-data data.

1. On the Home page, locate the workbook and click Open.
2. Click the Visualize tab.
3. On the Data panel, right-click the table name and select Reload Data.
   
   
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Reload an Individual Table in a Dataset

Use the Dataset editor to reload data for an individual dataset table that uses a connection. Reloading queries the table's data source and loads the current data into cache.

If you want to reload a table that uses a file as its source, then see Reload a Dataset's Files.

The Reload option is available for any dataset table with the Data Access field set to Automatic Caching.

Typically you reload all of the dataset's tables at the same time so that the data is consistent across all tables. But sometimes it makes sense to reload only one of the dataset's tables. For example, where you know that the data has changed in a fact table but not in any of the dimension tables.

Reloading doesn't update the table's Profile data preview information. To see the most current data in the data preview, re-profile the table after you reload the table.

1. On the Home page, click Data and then click Data.
2. Click the Datasets tab.
3. Locate the dataset that contains the table, click Actions, and then click Reload Data.

Reload Tables in a Dataset

Use the Datasets tab to reload data for the dataset's tables that use connections and have the Data Access field set to Automatic Caching. Reloading queries the tables' data sources and loads the current data into cache.

Note:

You can also programmatically reload data for an existing dataset that's based on a connection using the REST API. See Reload data for a dataset in the REST API for Oracle Analytics Cloud.

Reloading data ensures that workbooks and visualizations contain current data. The most current data is displayed in workbooks and visualizations after the dataset reload is complete and you refresh the workbooks.

If you want to reload a dataset that contains more than one table and uses files as its source, or if the dataset contains a combination of tables created from connections and files, then see Reload a Dataset's Files.

The Reload Data option is available for any dataset when the Data Access field is set to Automatic Caching for one or more table, and when the data source connection includes credentials for one or more table .

Dataset tables with the Data Access field set to Live aren't included in the reload. See Specify Whether a Dataset Table Is Cached or Live

The user who created or owns the dataset or a user with Read-Write privileges on the dataset and Read-Only privileges on the data source connection can reload the dataset's tables.

You can create and use schedules to run a dataset reload. See Schedule a Dataset Reload.

1. On the Home page, click Navigator and then click Data.
2. Click the Datasets tab.
3. Locate the dataset that you want to reload, click Actions, then click Reload Data.
   
   
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4. Select the tables that you'd like to reload then click Run Now.
   
   
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Reload a Dataset's Files

Reload data from the XLSX, XLS, CSV, or TXT files to make sure that you have the most up-to-date workbook content.

Reloading a dataset's files ensures that workbooks and visualizations contain current data. The most current data is displayed in workbooks and visualizations after the file reload is complete and you refresh the workbooks.

Note the following information:

• If a dataset contains one table and it uses a file as its source, then use the Data page or Dataset editor to reload the file.
• If a dataset uses two or more files, then use the Dataset editor to reload each file.
• If a dataset uses a combination of files and external connections, then use the Dataset editor to upload each file. See Reload Tables in a Dataset.

For information about structuring spreadsheets to ensure a successful upload, see About Files for Datasets.

1. On the Home page, click Navigator and then click Data.
2. Click the Datasets tab.
3. Locate the dataset that you want to open, click Actions, and then click Reload Data.
4. In the Reload Data dialog, drag and drop the file onto the dialog or click Select File to browse for the file.
   
   
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5. Click OK.

View a Dataset's Reload History

Historical information is generated for dataset reloads at the job level and at the table level.

Use a dataset's reload history to find out information such as how the reload was executed (manually or by schedule), job status, start time, end time, and the amount of data reload in bytes. You can also drill into information about the job's reloaded tables. For example, the table's source name, reload status, and number of rows.

Oracle Analytics generates historical information when you reload datasets that use connections.

Oracle Analytics doesn't generate historical information and log files when you reload datasets that:

• Use only files.
• Use a connection and a file. Oracle Analytics generates historical information only for a dataset's tables that use a connection.
• Use an Oracle EPM Cloud or Oracle Essbase connection.

Log files are available for each data reload. See View or Download a Reload Job's Log Files.

1. On the Home page, click Navigator and then click Data.
2. Click the Datasets tab.
3. Locate the dataset that you want reload history information for, click Actions, and then click Inspect.
4. Click the History tab.
5. Click a job in the list to go to the General tab to view its details.
6. Optional: Click the Status tab to view table information or to access a list of all reloaded tables. Click a table to view more reload information about it.
   
   
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View or Download a Reload Job's Log Files

Log files are generated for dataset reloads at the job level and at the table level.

You can view and download logs at the dataset reload job level. You can also drill into the job's individual tables to view their log files. Use these logs to help you troubleshoot dataset reload issues.

For example, if you have an issue reloading data, the logs can help you determine if it's a problem with your configuration, such as an invalid or outdated password or an issue with too much data. In such cases, the log files contain time stamps for key operations and information on the number of records processed.

Oracle Analytics generates log files when you reload datasets that use connections.

Oracle Analytics doesn't generate historical information and log files when you reload datasets that:

• Use only files.
• Use a connection and a file. Oracle Analytics generates log files only for a dataset's tables that use a connection.
• Use an Oracle EPM Cloud or Oracle Essbase connection.

1. On the Home Page, click Navigator and then click Data.
2. Click the Datasets tab.
3. Locate the dataset that you want the reload logs for, click Actions, and then click Inspect.
4. Click the History tab.
5. Click the job that you want logs for.
6. In the General tab, click the , (Job details menu) and select View Log to view the log, or select Download Logs to download the logs.
7. Optional: If the job reloaded more than one table and you want to view log information for a specific table, then click Status and in the list locate and click the table's reload task name.
8. Optional: Click Job Task Menu and select View Log.
   
   
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