In Office, you can edit and refresh documents that were previously imported from Oracle Hyperion Enterprise Performance Management Workspace and Oracle Planning and Budgeting Cloud. The Oracle Smart View for Office ribbon or menu provides the following edit and refresh options:
Edit—change filters, POVs, or parameters of embedded EPM Workspace and Oracle Planning and Budgeting Cloud documents.
Refresh—refresh the selected job with the latest EPM Workspace and Oracle Planning and Budgeting Cloud 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
When you refresh an imported document in which pages have been deleted, only the remaining pages are refreshed. The deleted pages are not reinstated.
If editing or refreshing results in fewer pages in an imported document, the removed pages display as blanks pages in Office.
If editing or refreshing results in more pages in an imported document, those pages are appended to the document in Office.
Formatting headings and comments are retained when you refresh in Word and PowerPoint but not when you refresh in Excel.
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.