Learn How to use XLReport for Easy Real Time Excel Reporting

Refresh Data

When you inserted a XLReport Query Object into an Excel sheet as Live Data or Live Pivot Table then the Excel sheet is "live – real time" connected to your data source.

In order to retrieve the most current data set you need to click the “Refresh” button.

If your Excel workbook includes more than one XLReport Query data set then you can click the “Refresh All” button in order to retrieve the most recent data for all your sheets of your current Excel workbook.

You have four options to refresh your real-time data:

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  1.  “Refresh” the current Excel sheet.
    This will refresh all real-time data of the current Excel sheet.
    It will not ask you for a new parameter, if one was assigned in the query. And it will not refresh the field list in the Excel sheet or pivot table.

  2. “Refresh All” Excel sheets in the current workbook.
    This will refresh all real-time data of all Excel sheets in the current Excel workbook.
    It will not ask you for a new parameter, if one was assigned in the query. And it will not refresh the field list in the Excel sheet or pivot table.

  3. “Refresh Parameter”
    This will refresh the real-time data of the selected XLReport object in Excel asking you for a new parameter, if one is defined in the query.
    It will not refresh with the most recent field definition of the underlying query.

  4. “Refresh Fields”.
    This will refresh the real-time data of the selected XLReport object in Excel asking you for a new parameter, if one is defined in the query. And it will refresh with the most recent field definition of the underlying query.

Refresh options diagram:

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videoWatch the Video - Refresh Parameters

videoWatch the Video - Refresh Fields

videoWatch the Video - Apply Parameters and Refresh Data

Important! Read here about converting a data set into a table.

 


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