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To refresh your Workbook's data from a Data Source

1. Right-click on the Data Source in the Data Pane.

2. Select [Refresh] in the Menu.

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When your Refresh completes you will be notified if any fields have been removed by a change in either the font color of the field in the Data Pane, or a change in the field's background color if it is in use in a deck. If required, remove any no longer existent fields from the decks in your Worksheet to repopulate the view and continue your work.

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See Error Conditions and How to Resolve Them for for more about what happens when Dimensions or Measures you were using have been dropped from your Data Source since your last refresh.

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Auto Refresh
Auto Refresh
Auto-Refresh

If you want to have your workbook refresh its data automatically every N number of seconds, minutes or hours, you can use the [Data > Auto Refresh...] menu.

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This menu will launch the [Auto Refresh] dialog, allowing you to select your data source, input your Refresh Frequency, and view when the next scheduled refresh will occur if you've already set an interval. When a refresh is triggered through Auto Refresh, it will update any associated extracts for the selected data source as well.

Info

Auto Refresh will not take place if the [Refresh Frequency] check box at the top left of the dialog is unchecked. It must be checked to run.

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Be aware that if you give a VIZX or VIZW with [Data > Auto Refresh...] enabled to someone, the refresh interval begins counting down as soon as they open the file. An error dialog will pop up the first time the scheduled refresh frequency is encountered if the connection associated with its extract cannot be found to perform the scheduled refresh.

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