Report Refresh

To populate or refresh your report with the currently connected data source, use the Refresh command. The Refresh command causes the application to scan the selected report or all the reports for valid reports, formulate and execute the query and then retrieve the data into the corresponding data grid.

You can refresh:

Using the Refresh Report Data only command: Only the data for all the reports in the worksheet, except the data for local members.
Using the Refresh Selected Report command: The data, the layout and the formatting of the selected report and its shared reports if any.
Note Whether an EPM function is refreshed or not with the Refresh Selected Report action, is indicated in each EPM function section of this documentation.
Using the Refresh Worksheet command: Everything that is in the current worksheet: the data of the reports, the data of the EPM functions, all the reports (including local member data and formatting) and all EPM functions. This is the default action when clicking the Refresh button directly.
Using the Refresh Workbook command: Everything that is in the current workbook: the data of the reports, the data of the EPM functions, all the reports (including local member data and formatting) and all EPM functions.
Using the Refresh Selected Data command: The selected data. For a report, you can refresh one cell range at a time and all the cells of the range must belong to the same report. You can also refresh the EPM functions selected.
Selecting several worksheets and clicking the Refresh button: select the worksheets you want to refresh by selecting their tabs and click Refresh. Everything that is in the selected worksheets is refreshed: the data of the reports, the data of the EPM functions, all the reports (including local member data and formatting) and all EPM functions.

Note A report is not refreshed with data unless you connect it and perform a Refresh. This means you are in full control of when the data is updated and you can ensure that the data has not changed since you last saved the workbook.

The application refreshes hidden rows and columns for valid members that may affect the layout.

When you perform a Refresh, and a report is not connected, the connection dialog box automatically opens.

Note In the Report Refresh area of the User Options, you can specify if you want a warning message to be displayed when the current report contains more cells than the authorized number you have specified.

A refresh of the selected report is automatically performed after navigational and layout operations that apply to valid reports:

Expand
Collapse
Keep member
Exclude member
Changes in the Report Editor
Selection changes in the page axis

You can deactivate and reactivate the data refresh feature by selecting Start of the navigation path

EPM

Freeze Data Refresh End of the navigation path

or by selecting the Freeze Data Refresh option in the Start of the navigation path

EPM

User Options End of the navigation path

. Freezing the refresh of data enables you to navigate in a report as you wish and the data is not loaded from the data source. When you are finished navigating in the report, you can activate the refresh again and retrieve the latest data.

Note When you select Freeze Data Refresh from the More menu, it is automatically selected in the User Options, and vice versa. Both are synchronized.

Note You can also freeze the data refresh for a specific report in the Options tab of the Report Editor.

When you have a very large asymmetric axis and an out-of-memory message appears when you refresh the report, select the Force Symmetric Refresh for Large Asymmetric Axis option in the User Options dialog box.

In the SAP EPM Add-In 10.x on SAP BPC 10.x, the refresh order of worksheets occurs in alphabetical order according to the name of each sheet.

Note If you want to refresh the worksheets in the order in which they appear in the workbook (that is, from left to right), add a number before the name in each worksheet with the lowest number applied to the name of the first worksheet in the workbook and the highest number applied to the name of the last worksheet. The refresh will take place in ascending, numerical order.

Merged Cell Behavior after a Refresh

Only the row axis, column axis and data grid cells are unmerged after a refresh, if the option Apply only Report Editor Definition for Faster Refresh is selected. Any other merged cells are left merged.
All merged cells are left merged after a refresh, provided that the option Apply only Report Editor Definition for Faster Refresh is not selected, and only if the report is not modified and not moved in the worksheet.

Caution If you merge cells that are used by a local member formula, the formula will not work. This is a Microsoft Excel limitation.