Utilities

The Update connection utility updates the connections for Exploration Views or Quick Reports in an open workbook.

Procedure

  1. Open the file containing the reports that you want to update.
  2. On the IBM® Planning Analytics tab, click Options Options icon.
    The Options dialog box is displayed.
  3. In the navigation pane, click IBM.
  4. Scroll to the Utilities section and click Update connection utility.
  5. Select the connection that you want to upgrade from in Old connection.
    Note: The Update connection utility does not differentiate between connection names where the only variance is case sensitivity. If you have multiple connection names with varying case sensitivity, you can use the bulk update tool to update each connection name separately. For more information, see Bulk update the datasource or TM1 instance for Exploration Views.
  6. Select the new connection and click OK.
  7. Choose whether you want to refresh the data in the report. If you select Yes, then determine whether you want to refresh just the data, or the data and report formatting.
  8. After you have made your selection, you are prompted to log onto the server on the new connection.
  9. Refresh your workbook to complete the update.