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

Refreshing Reporting and Analysis Documents

Refreshing updates the report with the latest data.

Note:

In this topic, references to Oracle Hyperion Financial Reporting apply to both the on-premises and Oracle Enterprise Performance Management Cloud versions of Financial Reporting.

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 Oracle Hyperion Enterprise Performance Management 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.

  • An "Invalid Pointer" error results during login when the data source connection has timed out and you attempt to refresh a previously-saved report that contains a function grid. To workaround this, close the workbook and Excel. Then, restart Excel, open the workbook, and perform the refresh.

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.

Related Topics

Editing Interactive Reporting Documents

Editing Financial Reporting Documents

Editing Production Reporting Jobs

Editing Web Analysis Documents