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

Refreshing Financial Reporting 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 Fusion Cloud Enterprise Performance Management versions of Financial Reporting.

Refresh Behaviors 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.

  • 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 work around this, close the workbook and Excel. Then, restart Excel, open the workbook, and perform the refresh.

Refreshing Financial Reporting Documents Against Cloud EPM or EPM System Connections

To refresh Cloud EPM or Oracle Enterprise Performance Management System documents in Excel, Word, or PowerPoint, perform an action:

  • To update the selected Financial Reporting document, including all pages associated with that document, select Refresh on the Smart View ribbon.

  • To update all Financial Reporting documents, select Refresh All on the Smart View ribbon.

Refreshing Financial Reporting Documents Against Essbase or Financial Management Connections

Note:

This applies to Financial Reporting 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 Financial Reporting 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.