Refreshing Data

Manually refreshing data

As an administrator, you are responsible for refreshing the data in the shared database that you maintain with new or modified data from the shared database in the tier immediately above you in the reporting structure.

If you are an administrator or super administrator and you work with data in your personal database, you can also refresh the data in your personal database from the shared database that you maintain.

Operational mode for refreshing data

As an administrator, you can refresh data in your personal database or in the shared database that you maintain. You set the Operational Mode in the Options dialog box to indicate how you are refreshing data.

If you set the Operational Mode to Administrator, data in your local shared database is refreshed from the shared database of the administrator at the next highest reporting level. If you set the Operational Mode is Workstation, data in your personal database is refreshed with data from your shared database.

Important: Refresh structures before data

If an administrator has distributed new or updated structures, you must refresh the new structures before you can refresh new data associated with those structures.

Selecting data to refresh

You choose Refresh Data from the Manage menu to refresh data. This opens the Refresh Data dialog box, where you can specify which slices of data you want to refresh. A data slice is defined by a stored financial data item (such as Actuals, Budget, or Forecast), which is in turn defined by a set of dimensions (such as Organization, Line, and Time). You must select values for each dimension of the financial data item.

Example: Selecting data to refresh

The following example shows the Refresh Data dialog box, with three data slices selected for refresh. The Slice details box displays the details for the first slice.

Using data refresh data profiles

If you periodically refresh the same or similar data, you can save the information in the Refresh Data dialog box as a data refresh profile. A data refresh profile captures the selection information and saves it for reuse. You can apply the saved profile at a later time -- either exactly as is, or as a template for defining similar data refreshes.

To name and save a data refresh profile, make your selections in the Refresh Data dialog box and choose Save Profile.

To retrieve a list of saved profiles, choose Profiles.

Distributing a data refresh profile

As an administrator, you can distribute a saved data refresh profile to your users to streamline the process of refreshing data.

Related information

For more information about refreshing data, search for the following topics in the Financial Analyzer Help system:

"Creating a Data Refresh Profile"

"Operational Mode"

"Refreshing Data"

"Using a Data Refresh Profile"