About Server-Initiated Refresh

With server-initiated refresh, you can easily refresh the Oracle Smart View for Office data queries in all of the Excel-based doclets and reference doclets within a report package using the Refresh options in the Narrative Reporting web application.

In Smart View, you specify which Excel doclets and reference doclets to refresh. You can choose all sheets within a workbook or select only the sheets you require. From the Narrative Reporting web application, you select to refresh data from all defined data sources or selected data sources.

Only one Narrative Reporting data source is allowed per report package. You can also source refreshable data queries from these Oracle Enterprise Performance Management Cloud data sources:

• Planning

• Planning Modules

• Financial Consolidation and Close

• Tax Reporting

Service Administrators set up data sources in the Data Sources folder in Narrative Reporting.

For more guidelines and requirements, see the topics in Guidelines for Working with Server-Initiated Refresh:

• Enabling Server-Initiated Refresh

• Requirements

• Workbook Size Limit

• Grid Design Considerations and Guidelines

• Supported and Unsupported Grid Types

• Workbook Use Case Scenarios

For information on using server-initiated refresh, see:

• Selecting Sheets for Server-Initiated Refresh

• Initiating Refresh from Narrative Reporting Web

Videos

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Learn the basics of server-initiated refresh.	Server-Initiated Refresh Using Smart View and Narrative Reporting