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Reset Data Source necessary?

Sometimes you might experience that some Query changes does not have any effect in Analysis for Office. You have to reset the Data Source to see your changes. Unfortunately changes you made in Analysis for Office are lost afterwards (i.e. changed filter settings). This guide should give you an overview when you have to reset the Data Source.

If a simple refresh does not work the reset happens on a new opened instance of Analysis for Office. If the Query is already inserted into Analysis for Office before you change the definition, even a reset will not fetch any new definition from the backend.

Feature

Reset necessary?

Comment

Query

Changing Description

No

Characteristics

Moving a Characteristic from Rows/Columns to Free

Yes

Removing a Characteristic from the Query

No

Adding a Characteristic to Rows/Columns

No

But the new Characteristic will be assigned as a free Characteristic

Changing the Characteristic Restrictions

No

Exception High Lighting

Creating an Exception

Yes

Changing an Exception

No

Deleting an Exception

Yes

As a possible workaround you can change the Exception to something which will never be true

Formula

Adding a new Formula

No

Changing a Formula

No

Removing a Formula

No

Result Rows

Changing Position (Above, Below, Right or Left of Members)

Yes

Value Display

Display of +/- Signs

Yes

Zero Value Display

Yes

Zero Suppression

Yes

Hierarchy

Assignment of an Hierarchy

Yes

Change “Expand to Level”

Yes

Extended

Change “Access Type for Result Values”

Yes

Variables

Introducing a new Variable

No

If the new variable is not mandatory or prefilled the variable prompt will not come up after refresh

Removing a Variable

No

Changing Mandatory/Optional

No

Changing Default Parameter

Yes

In general you can use the “Reset Data Source on Opening Workbook” to ensure that the workbook uses the latest Query definition.

Please comment if you experienced something else or if an important feature is missing

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