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 Analytics Cloud views are inserted into Oracle Smart View for Office.
2. In Document Contents, click 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 Analytics Cloud.

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

     Note:

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

   • Do not refresh—Refreshing is not allowed.

5. Click OK to save the Refresh Preference selection.

   Continue with Refreshing Views.