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refresh data module after updating excel file?

Started by hespora, 30 Jul 2024 06:23:37 AM

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hespora

Hi,

now that my org is finally making the step from C10 to C11, unfortunately there's a whole dump of new stupid questions for me to ask. Here goes the first one:

- I've uploaded an excel file with some data not available in the package data sources. Just as an example, let's say it's a 1:1 mapping of e.g. local descriptions per SKU. Upload works fine, .xlsx is visible in content.
- I've created a data module with one of our packages plus my excel file and created the relationship between the two
- I've created a report against that data module, pulling in data both from the underlying package and the excel file. This displays exactly as expected.
- Now I've gone to the .xlsx file in content again and via action menu "replace file" replaced that with a newer version of my excel file.
- Immediately, when I go to the data module, the content of the newly uploaded file is visible there
- However when I go to the report, the content of the newly uploaded excel file is *not* visible there when clicking on the report to open it (nor when enabling editing *from there). It only becomes visible when I click the report's action menu "edit report" - then, a popup notifies me that the package has been updated, and now I can save the report, and it now references the new file.

That last point gives me a bit of a headache, as it means I'll have to keep track of any reports I've created and which data modules they use. Is there some more centralized way to do this refresh, or is there a kind of dependency view that shows me a) what data modules depend on a certain uploaded file, b) what reports depend on a certain data module?


Thank you,
Mark/hespora.

dougp

Define "content".  Do you mean you can't see that the values changed or that there are more rows?  Or did you add or change columns in the spreadsheet?

hespora

Ah sorry - only talking about more rows here. e.g., report shows sales for ten materials, 3 of which have an alternative description in my excel file. The relationship I setup is an outer join, so the alternative description shows 3 values and 7 null values. updating the excel file then means just adding a 4th row; not changing the structure of the file at all.


cognostechie

Not sure about the current version but last I worked on data modules, I found that they are not refreshed automatically. They have to be refreshed to load the new/updated data from the .xlsx file onto the table in the Content Store. It was a manual refresh.