Refreshing chart items

Analyst's Notebook charts contain a standalone copy of any iBase records rather than a connection to the link within the database. This means that changes that are made in the database will only be reflected in a chart when requested.

About this task

When you are currently connected to the iBase database that contains the records of interest, you can open items on your chart and edit the iBase records directly on an individual basis. You can also ensure that either all, or a specific selection of iBase records that are embedded in a chart are at the latest versions. This is a manual process to ensure that the data that you are using for your analysis doesn't change unexpectedly.

Procedure

To check for updated information in your iBase database:

  1. To access the Data Sources pane, click the Home tab, and then in the Data Sources group, select Connect > Datasources Pane

  2. From the Data Sources Selection > Update Chart. A list of all the items on the chart that have newer records in the connected iBase database are listed.

  3. Select the items that you would like to refresh on the chart, any additional options that you would like to specify. By default, selected items with updates to the records will just receive the latest version of the record but in addition you can:

    1. Specify a different charting scheme to change the way iBase record values are used within the chart representation.

    2. Change the labeling scheme to update the chart labels with different field information.

    3. Specify the action to take for records that have been deleted in the iBase database:

      1. Remove - removes the iBase record from the chart item.

      2. Hide - Set the item to be no longer visible on the chart surface.

    4. Specify the action to take for iBase records that have been merged in the iBase database:

      1. Remove - removes the iBase record from the chart item.

      2. Hide - Set the chart item to be no longer visible on the chart surface.

      3. Update from new item - Replace the iBase record that is attached to the chart item with the iBase record that was updated in the merge operation.

  4. Click Update.