Set data refresh options for a view

You can set data refresh options directly from the view toolbar. These options determine which actions in a view trigger a data refresh.

Set data refresh options for a view in Planning Analytics Workspace

Procedure

In a book, click the view for which you want to set refresh options.
Click the Refresh data icon on the view toolbar.
Set the data refresh option that you want to apply to the view.
Select After each context change to refresh data after actions that change the structure of the view. This includes actions such as:
- swapping rows and columns
- moving hierarchies between rows, columns, context, and the bench
- expanding or collapsing members in the rows or columns
- using Snap commands
If you clear this option, you must manually refresh data after modifying the structure of a view.
Note: If your view structure changes as the result of a TurboIntegrator process execution, the view is not refreshed automatically when the After each context change option is enabled. A view that is modified by a process must be manually refreshed to see the resulting changes.
Defer on leaf data change controls whether direct edits in leaf cells trigger a data refresh. When the option is selected, data is updated when the view is refreshed (either explicitly or by an action that triggers a refresh), and not when data is changed in leaf cells. Clear this option to refresh view data whenever a leaf cell is modified. This option is off by default when you create a new view in a book.
Data is always refreshed immediately in a view with any of the following actions:
- data is entered in consolidated cells
- data is spread in leaf cells
- data is spread from the Spread data dialog
- cells are updated from a date picker

Set data refresh options for a view in Planning Analytics Workspace Classic

Procedure

Click a view, and then click to open the shortcut bar.
Click the Refresh data icon .
Set the data refresh option that you want to apply to the view.
Select After each context change to refresh data after actions that change the structure of the view. This includes actions such as:
- swapping rows and columns
- moving hierarchies between rows, columns, context, and the bench
- expanding or collapsing members in the rows or columns
- using Snap commands
If you clear this option, you must manually refresh data after modifying the structure of a view.
Note: If your view structure changes as the result of a TurboIntegrator process execution, the view is not refreshed automatically when the After each context change option is enabled. A view that is modified by a process must be manually refreshed to see the resulting changes.
Defer on leaf data change controls whether direct edits in leaf cells trigger a data refresh. When the option is selected, data is updated when the view is refreshed (either explicitly or by an action that triggers a refresh), and not when data is changed in leaf cells. Clear this option to refresh view data whenever a leaf cell is modified. This option is off by default when you create a new view in a book.
Data is always refreshed immediately in a view with any of the following actions:
- data is entered in consolidated cells
- data is spread in leaf cells
- data is spread from the Spread data dialog
- cells are updated from a date picker