Refreshing Data

You can retrieve and refresh data for the current sheet in the workbook.

Refreshing applies to entire current sheet, and includes data in forms, ad hoc grids, and functions.

In the provider or Smart View ribbon, click Refresh to refresh the current sheet.

Figure 8-1 Refresh Icon

Refresh button

Notes about Refreshing

  • If you have multiple sheets in your workbook, open each sheet and click Refresh to refresh them separately. Refreshing all sheets in a workbook at the same time is not supported.
  • On ad hoc sheets, Excel filters are retained after refreshing.
  • Selected POV members are reverted to dimension members after deleting some columns and refreshing a sheet. To avoid this, click the POV button to hide the POV dimensions, and ensure that you do not delete the column that contains the Page members.
  • When working with multiple grids from multiple data sources in the same sheet, you can refresh grid data only for one connection at a time.

    For example, you are working on a sheet with Grid 1 and Grid 2 connected to Planning and Grid 3 connected to Tax Reporting. If you use the Refresh option on the Smart View ribbon for Tax Reporting, only Grid 3 is refreshed. To refresh Grid 1 and 2, use the Refresh option on the Smart View ribbon for Planning. Since both grids belong to the same connection, that is Planning, they are refreshed in a single operation.