Refresh

If the data in your Quick Report has changed, you can refresh the data to ensure that you are working with the latest data. You can refresh data in several ways.

About this task

You can refresh your entire workbook, a worksheet, a report, or just selected cells.
  • To update the entire workbook, on the IBM® Planning Analytics tab, click Refresh All Data.

    You can choose to Refresh the data only or Refresh the data and report formatting.

    If you choose to also refresh report formatting, formats are updated.
    • 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.
  • To refresh only the current worksheet, right-click any cell on the worksheet, click IBM Planning Analytics > Refresh > Refresh worksheet.
  • To refresh a specific report, follow these steps:
    • In a Quick Report, click refresh Quick Report.
  • To refresh only specific cells, right-click a cell or range of cells, click IBM Planning Analytics > Refresh > Refresh selected cells.
  • To refresh a Quick Report automatically when a context member changes, edit the Cognos TM1Web configuration parameters and set the RecalcOnDataValidationChange value to true.

    For more information, see Modifying TM1 Web configuration parameters.

  • To automatically refresh values in a table when a new value is entered, enable the use type-in refresh option. You can enable use type-in refresh in the Options dialog. For more information, see Use type-in refresh.
    Note: The type-in refresh option works if an input is made directly to the meta data element. For example, if the user has a formula in the header cell and then changes the driver, type-in refresh will not automatically update the data. In this scenario, the user will need to do an explicit refresh to get the refreshed values based on that change.

For more information, see Refresh data.