Note:
In this topic, references to Oracle Hyperion Financial Reporting apply to both the on-premises and Oracle Planning and Budgeting Cloud versions of Financial Reporting.
Refreshing updates the report with the latest data from Oracle Hyperion Enterprise Performance Management Workspace and Oracle Planning and Budgeting Cloud.
Refresh Behaviors 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 Oracle Hyperion SQR 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.
Refreshing Reporting and Analysis documents against Essbase or Financial Management connections
Note:
This applies to Financial Reporting and Oracle Hyperion Web Analysis reports imported into query-ready HTML.
Refreshing against Oracle Essbase or Oracle Hyperion Financial Management connections updates the report with the latest data from the provider and enables you to perform ad hoc analysis on the Oracle Hyperion Reporting and Analysis document, such as retrieving, zooming, or pivoting data.
Perform a Refresh on an imported report before you begin working on it in query-ready mode to ensure that the report and the POV are in sync.
Refresh for a report imported in query-ready HTML applies to the current page and not all pages.