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Refresh External data source of a Dashboard

  • 1.  Refresh External data source of a Dashboard

    Posted Tue March 30, 2021 03:00 PM
    Hello Team,

    I am new to Congos Analytics, so I would highly appreciate your help!

    I have uploaded in My Content an excel file, from which i have created a dashboard. Now there is a new version of the excel file, which again i have uploaded in My Content, changed the data source of the dashboard to the new excel, but the charts are not being refreshed with the new data.

    How can i refresh a dashboard with uploaded excel file?
    The first and the second excel files are identical (same sheets, same columns, just the number of rows is different).

    Thank you!

    Denitsa Pavlova

  • 2.  RE: Refresh External data source of a Dashboard

    Posted Tue March 30, 2021 11:30 PM

    Hello Denitsa,
    What is the version of Cognos that you're using?
    What are the steps that you took ?
    I did the following steps, using Cognos 11.1.7 FP2
    1 - drag file 'file v2.xlsx' to the upload area
    2 - right click the context menu of that uploaded file
    3 - create a dashboard, tabbed.
    4 - drag a field to the canvas
    5 - saw 3 rows, which is correct for that file
    6 - back to the 'Home' screen, upload file 'file v2a.xlsx' (it has 4 rows)
    7 - back to the dashboard
    8 - in the source panel, hit the back arrow
    9 - on the context menu of the  source 'file v2.xlsx' select the 'relink' entry
    10 - in the dialog select the file 'file v2a.xlsx' and hit ok
    11 - the dashboard automatically refreshes and now shows the data for the 4 rows in the second file.
    // Henk


  • 3.  RE: Refresh External data source of a Dashboard

    Posted Fri April 09, 2021 10:19 AM
    Hello Henk,

    Thank you very much for the detailed explanation!

    I am using Cognos Analytics - Production SS (11.1.7).

    I have already created dashboard, which is linked to excel file (Install_Report_24.03.2021.xlsx)
    Then I upload a new excel file, with identical columns to the first one, just with different name and new raw data added : (Install_Report_09.04.2021.xlsx)
    Then I relink the Dashboard as per your description to the new excel Install_Report_09.04.2021.xlsx., but the dashboard charts are not being updated.
    The only way that is working for me is if I replace the initial excel Install_Report_24.03.2021.xlsx with the new excel file, which should have the same name. So the new excel with the new data should also be called Install_Report_24.03.2021.xlsx. Only in this way the dashboard is updated.

    My manager says that the situation is the same for him, so now I am not sure if there is an issue with his and my case or this is the way that Cognos is working for us and we should not troubleshoot..?

    Denitsa Pavlova

  • 4.  RE: Refresh External data source of a Dashboard

    Posted Sat April 10, 2021 09:29 AM

    Hello Denitsa,
    What you want to do should work. What it is doing is not correct. 
    I double checked the procedure once more this morning on one of our servers and re-linking the source in a dashboard works on these servers.
    You could log a bug or we could do a webex and I can have a look with you. You can send me a message at
    // Henk