Refreshing from a Ribbon

Data source types: All

In Excel, you can retrieve and refresh data for the current worksheet or for all worksheets in the workbook using the Refresh icon on the Smart View ribbon, shown in Figure 8-1.

This type of refresh action applies to entire sheets, documents and slides and includes data in all ad hoc grids and reporting objects, such as function grids, tables, or charts.

Figure 8-1 Refresh Icon

Depending on the data provider to which you are connected, the Refresh icon can either be a split button with Refresh options or a simple, one-function Refresh button.

Note:

• On ad hoc sheets, Excel filters are retained after refresh.

• To refresh individual reporting objects, such as function grids, tables, or charts, see Refreshing Individual Reports from Document Contents.

• Selected POV members are reverted to dimension members after deleting some columns and refreshing a spreadsheet. To avoid this, click the POV button to hide the POV toolbar. Then ensure that you do not delete the column that contains the Page members.

To use Refresh, choose an option:

• To refresh the entire current worksheet, from any ribbon, click Refresh.

  In Word or PowerPoint, when you click Refresh, all data points copied into the document or presentation are refreshed.

• Oracle Business Intelligence Enterprise Edition only: To clear the contents of the entire current worksheet and replace it with the latest members and data, click the down arrow in Refresh, and then select Replace and Refresh.

  This option is used by other data providers and does not apply to Oracle Enterprise Performance Management Cloud.

  Note:

  The Replace and Refresh option applies only to reports in Oracle BI EE and Financial Reporting.

• To refresh all worksheets in the current workbook, click the down arrow in Refresh, and then select Refresh All Worksheets.

  The Refresh All Worksheets operation applies only to visible worksheets; it does not apply to hidden worksheets.