Note: | In this chapter, references to Financial Reporting apply to both the on-premises and Oracle Planning and Budgeting Cloud Service versions of Financial Reporting. |
Refreshing updates the report with the latest data from EPM Workspace and Oracle Planning and Budgeting Cloud Service.
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 and Oracle Planning and Budgeting Cloud Service 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 the Smart View ribbon.
To update all Reporting and Analysis documents, select Refresh All on the Smart 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 Provider 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:
Editing Interactive Reporting Documents
Editing Financial Reporting Documents