About Refreshing a Workbook's Data

You should refresh the data in a workbook to ensure that it uses current data.

When you click the Refresh Data button for a workbook, it runs the queries for the visualizations on the canvas. How the datasets are configured and the data sources they use determines where the canvases get their refreshed data.

If a dataset table's access mode is set to Live, then the table bypasses any presentation caches to fetch new data from the source. If a datasets table's access is set to Automatic Caching, then the table re-queries the cached data.

Refreshing data doesn't trigger a data cache reload. Sometimes the cached data is stale, so if you refresh the data and the data isn't the most current, then the datasets may need to be reloaded. See Reload a Dataset's Data.

Oracle recommends that you refresh a workbook's dataset rather than replace it. Replacing a dataset can be destructive. Don’t replace a dataset unless you understand what can happen:
  • If the columns and data types don't match between the existing dataset and the new dataset, then replacing a dataset breaks the workbooks that use the existing dataset.
  • Any modified or added columns in the existing dataset are lost and workbooks using the dataset are likely to break.