Crystal Xcelsius and Live Office - Data update sequence

[Former Member]

I am new to Xcelsius and Live Office (I am running the Professional version of Crystal Vision) and am trying to determine the sequence of how things work. We currently have our accounting information in an SQL database. This is the database that the majority of the Crystal Reports we have are generated from; this is also the data I see using Xcelsius to report from. As I it the process is to create a Crystal Report from the SQL data; use Crystal Live Office within Excel to create a new report view based off the Crystal Report and then use Xcelsius to access the information from the Excel spreadsheet.

My question is, when the data changes in the SQL database will the Xcelsius information be updated accordingly by running the "Import Model" option again or do you have to go into the Excel spreadsheet and refresh the data there prior to reimporting the spreadsheet in Xcelsius?

Thanks for the help.

[Former Member]

In Live Office(LO) we have the option of refreshing the report either from the database or latest instance if instances of report exists in BOE infoview. In the LO spreadsheet right click on any cell and you will see these options:

LO SP1 - View>Datasource>Report name(Refresh from Database) or Latest Instance

LO SP2 - View>Options>Refresh from Database or Refresh from Latest Instance.

Once you select the option to refresh from database you need to save the excel file and import it into xcelsius. Then xcelsius will always show the data that is in syn with the database. You don't have to go back and refresh the data in excel spreadsheet(whenever the data changes in the databse) and re-import the spreadsheet into xcelsius.