Load New Data. Opens the Data Wizard. Use this wizard to load text files, Microsoft Excel spreadsheets, Microsoft Access database, SalesForce.com tables, and various relational databases (enterprise products only). Also, see Load Data Using the Data Wizard for more information.

Load Previous Data Source. Displays the Load Previous Data Sources dialog box. This dialog box contains data sources that have been previously loaded using the Data Wizard and which were designated as Remember Data Source Definition items in the wizard. Choose a data source by clicking the check box next to the appropriate selection. Click Open.

Refresh Data. Reloads the data source in its current state from the data sources. This function allows you to access the most-up-to-date data source without having to exit WebFOCUS Visual Discovery and reload the data. (Only works with .adv file formats; if you are running an .advm file format and want to refresh, save it as an .adv file format and open the saved .adv file).