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 and Download Log Files for a Dataset Reload Job

About Reloading a Dataset's Data

You can reload data in a dataset to keep it up-to-date.

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 a dataset depends on how the data is sourced.

Dataset Source Type	How You Reload Data
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. You can also set up a schedule to reload your dataset's tables as often as once per hour. See Schedule a Dataset Reload.
Data from Excel, CSV, or TXT File	When you reload a Microsoft Excel file (XLSX or XLS), the newer spreadsheet file must contain 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, it must contain the same columns that are in the dataset. A reload will fail if the file you load is missing columns. To reload a dataset that uses one file as its source, use the Data.
Data from 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-date data.

1. On your home page, locate the workbook and click Open.
2. Click the Visualize tab.
3. On the Data pane, right-click the connection name or dataset 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 your home page, click Data and then click Data.
2. Click the Datasets tab.
3. Hover over the dataset that you want to reload, click Actions, and then click Reload Data.
4. Select the table, then click Run Now.
   
   
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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 your home page, click Navigator , and then click Data.
2. Hover over the dataset that you want to reload, click Actions, and then click Reload Data
   
   
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3. Select the tables that you'd like to reload then click Run Now.
   
   
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Reload a Dataset's Files

Reload data in a dataset based on a XLSX, XLS, CSV, or TXT file to make sure that you have the most up-to-date workbook content.

Before you start, make sure that the file you upload contains the same columns as the existing dataset.

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.

Reload a dataset's files from your home page

1. On your home page, click Navigator , and then click Data.
2. Click the Datasets tab.
3. Hover over the dataset that you want to reload, click Actions, and then click Reload Data.
4. In the Upload File 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.

If you're working in the dataset editor, you can reload data by right-clicking the dataset in the Join Diagram and then selecting Upload File.

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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 reloaded 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.

1. On your home page, click Navigator , and then click Data.
2. On the Datasets tab, hover over a dataset, then click Actions, and then click Inspect.
3. Click the History tab to see data load jobs that have completed on that dataset.
   
   
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4. Click a job in the list to display the General tab, which provides an overview of the job.
5. Optional: Click the Status tab display tasks that were executed as part of the job.
   
   
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   Click a task in the list to display log information for the task. If the load was incremental, you'll see the Refresh Mode set to "Incremental".
   

   
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View and Download Log Files for a Dataset Reload Job

You can review log files for dataset reloads 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. You can review logs at the job level and at the table level.

Oracle Analytics generates log files when you reload datasets that use connections. Log files aren't generated if a dataset uses one or more files, or uses an Oracle EPM Cloud or Oracle Essbase connection.

1. On your home page, click Navigator , and then click Data.
2. On the Datasets tab, hover over a dataset, click Actions, and then click Inspect.
3. Click the History tab, then click the job that you want to look at.
   
   
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4. In the General tab, click Job details menu in the top right-hand corner and select View Log to view the log, or select Download Logs to save the logs to a local file area.
5. If the job reloaded more than one table and you want to view log information for a specific table, then click Status, then the table's reload task name, then click Job Task Menu in the top right-hand corner, then click View Log.
   
   
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