I am a beginner user of BO so I apologize for the newbie question, but I have a Publication that emails users a Webi report based on certain criterias defined on the personalization tab. My question is, the webi report was built using a free-hand sql connection from SQL Server, and I would like to know how I can tell the webi report to update based on new data so that the publication doesn’t run with stale data on the webi report.
In other words, I don’t want the underlying database to have rows that are not picked up by the webi report. It does not need to be real time, a schedule works as well, but at this time the only way i am able to get new data into the webi is by manually opening it, going to the data tab and refreshing manually.
[Moderator note - moved to the WebI forum]
Welcome to B:bob:B! I don’t quite understand your problem. If the report refreshes you get the latest data - it doesn’t matter whether that is by click refresh yourself or scheduling the report. Could you clarify the problem?
Your WEBI needs to have the property set to Refresh on Open to query the latest data on publishing. If that doesn’t work for the end-users using the same report (ie… the WebI is scheduled once per week to update and the users all get the same data all week from the saved data cache) then you should make a copy of the WEBI document and set the Refresh on Open and use the copy for the publishing event only.
Thanks guys for the assistance and sorry my issue was not clear. Let me try to clarify.
Right now my Web I report is a simple table (coming from sql server) containing a list of users and emails. The underlying database gets updated anytime in the day, and I would like the Web I to reload new information in either set schedules or live so it is always up to date with the underlying database.
My problem is that users don’t log into BO to open the report, they get a copy of it by email (using a publucation), so I just want to make sure that when the email goes out, the information is 100% updated. Does that help clarifying?
When you set the properties refresh on open it will work, even if your report is published on mail, it will get updated automatically whenever the user open the report from his/her mail
(BOB member since 2002-08-15)
(BOB member since 2006-11-01)