In Office, you can edit and refresh documents that were previously imported from EPM Workspace. The Smart View ribbon or menu provides the following edit and refresh options:
Edit—change filters, POVs, or parameters of embedded EPM Workspace documents.
Refresh—refresh the selected job with the latest EPM Workspace data. Only the job selected in Office is updated; not the entire Office document.
Refresh All— update all jobs in the Office document.
General edit and refresh behavior
After the initial import into Office, you can delete any number of pages. Then, when you perform a Refresh, an update is performed on the remaining pages; the deleted pages are not reinstated into the document. For example, if you delete page 2 of 4 pages, only pages 1, 3, and 4 are updated.
If during Edit or refresh the number of imported pages are less than the original import, the removed pages display as blanks pages in Office.
If an Edit or Refresh results in additional Workspace pages, those pages are appended to the in Office.
With refresh, formatted pages such as headings and comments are retained in Word and PowerPoint. In Excel, formatting is not retained on refreshed pages.
Maintaining cell references during document refresh
In Excel, a customized worksheet that references imported document cells or ranges is updated when you execute a Refresh All on the imported documents. For example, imported worksheet A and B are referenced in customized worksheet C. When you execute Refresh All on worksheet A and B, worksheet C is refreshed with updated data from worksheets A and B.