About Reloading a Dataset's Data

You can reload a dataset that uses a 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.

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.

Upload 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. You can reload an Excel file that contains new columns.

When you reload a CSV or TXT file, you must ensure that it contains the same columns that are in the dataset. The data reload fails when the file you load is missing columns.

Scheduling a reload isn't available for Excel, CSV, or TXT files. You must use the Data page or Dataset editor to manually re-upload files.

Oracle Applications

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