File > Import to Current File (2.4)

Updating your data

Applies to version 2.4 and prior

The File > Import to current file sub-menu contains commands for refreshing, up-dating and adding to the data in the open Omniscope file, as well as importing queries and lists of references prepared by others to focus attention on particular records in the data set.

Reload data from file - reloads the data currently held in memory, which may have been updated from another Source .IOK file while you were working on the display. If there is no refresh available, the command is greyed-out. Refresh data from source -  this command overwrites the current data set with the latest data available from the linked source, whether it is a time-stamped data file or a direct connection to a continuously-refreshing relational database view/table. If there is no linked data source defined for the open file, the command is greyed-out. Edit data source - this command applies to currently linked data sources and is typically used when the linked data source is a direct database connection with a query defined. This command can be used to access the connection settings and refine the query definition or other settings. If no data source is currently defined for the file, the command will be greyed-out.

Update for new data source - allows you to to re-establish a link to a data source for an IOK file that does not currently have one, most likely because it has been unlinked. If either the Omniscope IOK file or the linked data source file have changed name or position, you can use this command to edit the link to keep the linked data source operational. You will be warned about potential loss of any edits you made to the Omniscope file while unlinked, and connected to either the Data File Import or Database Connection wizards depending on whether the new or re-established linked source is a file or a database view/table.

Import query from XML file - if someone else has prepared and exported a query relating to your file, you can reproduce the effect of the query on your own file by importing their XML query file, which will execute the imported query and update the records in your IN and OUT universe accordingly.

Import references into basket - {version 2.3 only} if someone has exported a list of references as a TXT file, this command imports that list, and places all the matching records into the BASKET universe. Omniscope will warn you if any incoming references cannot be matched and placed in the Basket. For more information, see Using the Basket.

Merge data from another file...Omniscope supports merging rows and columns of data from other unlinked files, such as other IOK, CSV or XLS files, either as Joins (adding more columns) or Concatenations (adding more rows).

• Joins: Data can be brought in as additional fields (columns) assuming there is a common column of values that Omniscope can use to match up the rows in both files. More than one column can be used to specify joins.
• Concatenations: IOK files with largely common fields (columns) but different records (rows) can be "stacked" on top of each other to assemble combined files containing all the records (rows). For example, several 'regional' files could be concatenated to create a single 'global' file.

Omniscope provides a Merge Files wizard to help you execute joins and concatenations. For more detail, see Using the Merge Files wizard.

Repeat last Merge - this option is used whenever the merge files used to create an Omniscope file are also changing and being updated, such that a full refresh of the Omniscope file also requires re-executing the merges to update all data to the most recent values. This option requires that the merge files remain in the same relative location with the same name(s).

Import fields from Bloomberg - (Professional & Enterprise Editions only) used to add fields (columns) available from Bloomberg into the current .IOK file. The columns will only be populated when running on machines with access to Bloomberg. When first importing fields (columns) from Bloomberg, the option to Refresh Bloomberg data is added to the menu. Depending on the number of records (rows), you may have to press this a few times to fully populate a multi-field import for the first time. For more information, see Working with Bloomberg.