1. User's Guide
  2. Smart View and Reporting and Analysis
  3. Editing and Refreshing Documents

Editing and Refreshing Documents

The Smart View ribbon provides several edit and refresh options.

In Office, you can edit and refresh documents that were previously imported from Oracle Hyperion Enterprise Performance Management Workspace sources and Oracle Enterprise Performance Management Cloud services.

  • Edit—change filters, POVs, or parameters of embedded EPM Workspace and EPM Cloud documents.

  • Refresh—refresh the selected job with the latest EPM Workspace and EPM 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.