Refreshing an offline data form definition:
Updates data on the offline data forms with current values from the online data forms.
Adds or deletes members or data forms from the ones available during an offline session.
To update offline data and the offline data form definition:
From the Smart View menu, select Open, then Smart View Panel.
Select the connection associated with the current offline session.
From the Planning menu, select More, then Offline.
Note:
If you are using an offline connection and the Refresh Offline Definition option is not available, contact the Planning administrator. This option is not available if you are using an online connection.
Enter the user name and password for the online data source.
Because you want to refresh the offline data from the Planning server, you must log on to the server.
Click Refresh All to update all members and data forms taken offline with current online values and definitions. Refresh All maintains the current offline data form definition. Skip to step 10.
Click Next to select data forms, members, and system variables to update. This selection may change the data form definition — only members and data forms that you select remain part of the definition. Members and data forms not selected are no longer available offline. Continue to step 6.
Select members and system variables from the Member Selection page.
The list contains members and system variables of the selected dimension.
Use the arrow keys to move members and system variables to or from the Selected Members list.
Repeat steps 6–8 to select members or system variables for each dimension in the list.