Refreshing Data that You Added

After you add data, you might need to refresh the data from its source if you learn that it has changed.

To refresh data that you previously added, you must ensure that the newer spreadsheet file contains a sheet with the same name as the original one. In addition, the sheet must contain the same columns that are already matched with the subject area.

You can completely replace data that you previously added, if you add new data to the data source and rename that data source with the same name as the existing one. You are prompted to verify that you want to overwrite the existing data and it doesn’t matter whether the sheet name or columns match.

To refresh data that you added:

  1. In the Data Sources pane, or the Subject Areas pane, right-click the data that you want to refresh.
  2. Select Reload Data.
  3. In the dialog, select the source that contains the newer data and click Open.
  4. Review the data to refresh and click OK.
The original data is overwritten with new data, which is displayed in visualizations in the project or analysis, once the visualization is refreshed.