Updating data in Analytics tables

Depending on the data source, you can update an Analytics table with the current contents of the table’s data source without needing to redefine the table layout. You can update the Analytics table whenever necessary, as long as there are no changes to the structure of the data in the data source.

Data sources that support updating

Analytics tables with the following data sources can be updated using the Refresh from Source option.

• File-based data sources:
  • delimited text
  • Microsoft Access
  • Microsoft Excel
  • Adobe Acrobat (PDF)
  • Print Image (Report)
  • SAP private file format/DART
  • XML
  • XBRL
• ODBC-compliant data sources:
  • any file or database that you connect to using the Data Access window or the IMPORT ODBC command

How updating works

When you update a table using Refresh from Source, the command used to originally define the table is re-run, and any new records or changes in the data source are added to the Analytics table. As long as the structure of the data in the data source remains the same the field definitions in the Analytics table layout still apply.

If any of the new field values in the data source are longer than the specified field lengths in the Analytics table layout, the values are truncated in the Analytics table. To acquire the full values, you need to define the Analytics table again instead of using Refresh from Source.

Update a table from the Overview tab in the Navigator

1. Ensure that the file with the source data is closed.
2. Right-click the Analytics table you want to update and select Refresh from Source.
3. Click Yes in the confirmation dialog box.

Update a table using the Table Layout dialog box

1. Ensure that the file with the source data is closed.
2. Open the Analytics table you want to update.
3. Select Edit > Table Layout.
4. Select the Table Layout Options tab.
5. Click Refresh from Source File .
6. Click Yes in the confirmation dialog box.