Refresh data
If the data in a report is changed, you can refresh the data to ensure that you are working with the latest data.
About this task
You can refresh your entire workbook, a worksheet, a report, or selected cells.
- To update the entire workbook, on the IBM® Planning
Analytics tab, click Refresh All
Data.
If you choose the Refresh the data only option, the data is refreshed and any user applied formatting is preserved.
If you choose the Refresh the data and report formatting option, the data is refreshed and the default formatting is applied. Any user applied formatting is removed.
All worksheets, including Exploration Views, lists, and Custom Reports are updated with the most recent data.
If you choose to also refresh report formatting, formats are updated.- Refreshing the report formatting applies only to Exploration Views and lists, and temporarily overrides the Run with Excel formats option on the Exploration or List toolbar.
- Quick Reports update their formatting based on a per-Quick Report flag to use server formats (instead of the global flag for explorations) and update formats every time the data is pulled.
- Custom Reports have no dynamic formatting component and use standard Excel formatting.
- To refresh only the current worksheet, right-click any cell on the worksheet, click .
- To refresh a specific report, follow these steps:
- In an Exploration View or list, click
and select an option. - In a Quick Report, click
. - For a Dynamic Report, in the source tree, expand Dynamic Reports. Right-click the Dynamic Report and click Refresh. For more information, see Refresh, rebuild, or recreate.
- For Custom Reports, right-click any cell in the report, click .
- In an Exploration View or list, click
- To refresh only specific cells, right-click a cell or range of cells, click .
- Design Mode
- When Design Mode is on, you must manually refresh your Exploration View to populate data.
For more information about Design Mode, see Design Mode.