Refreshing Reporting and Analysis Documents

Refreshing updates the report with the latest data from Oracle Planning and Budgeting Cloud.

Refresh behavior in Financial Reporting

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.

To refresh Oracle Planning and Budgeting Cloud documents in Excel, Word, or PowerPoint, perform an action:

To update the selected Oracle Hyperion Reporting and Analysis document, including all pages associated with that document, select Refresh on the Oracle Smart View for Office ribbon.
To update all Reporting and Analysis documents, select Refresh All on the Smart View ribbon.

To refresh Planning and Budgeting Cloud Workspace and Oracle Planning and Budgeting Cloud documents in Excel, Word, or PowerPoint, perform an action:

To update the selected Reporting and Analysis document, including all pages associated with that document, select Refresh on the Smart View ribbon.
To update all Reporting and Analysis documents, select Refresh All on the Smart View ribbon.