Refreshing updates the report with the latest data from EPM Workspace.
Refresh behavior in Production Reporting and Interactive Reporting:
In Word, if a report is selected, the entire report is refreshed. If no report is selected, the first report found in the document is refreshed. The first report is not necessarily the report at the beginning of the document.
In PowerPoint, if no report is selected, the first report found in the slide is updated.
When refreshing job outputs in Production Reporting, new outputs in EPM Workspace are updated.
Refresh behaviors in Financial Reporting and Web Analysis:
You must select a page in the report to refresh. In Word and PowerPoint, if you do not select any pages when refreshing, a message is displaying stating that no pages are updated.
If you select Refresh, all pages of the report are refreshed. If you select Refresh All, then all reports in the document are refreshed.
To refresh EPM Workspace documents in Excel, Word, or PowerPoint, perform an action:
To update the selected Reporting and Analysis document, including all pages associated with that document, select Refresh on theSmart View ribbon.
To update all Reporting and Analysis documents, select Refresh All on theSmart View ribbon.
Refreshing Reporting and Analysis documents against Essbase or Financial Management connections
Note: | This applies to Financial Reporting and Web Analysis reports imported into query-ready HTML. |
Refreshing against Essbase or Financial Management connections updates the report with the latest data from Analytic Services and enables you to perform ad hoc analysis on the Reporting and Analysis document, such as retrieving, zooming, or pivoting data.
Refresh for a report imported in query-ready HTML applies to the current page and not all pages.
Important tasks: