Automatic Data Refresh
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Automatic Data Refresh

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Article summary

Note:
Automatic Data Refresh functionality is available for release to your Production environment if you opt in. Contact the Support team to enable this feature in Production.

The Automatic Data Refresh functionality for Dynamic Reports updates data whenever data is modified in templates. This avoids manual processing of data. The functionality is applicable only for Financial cube.

The modified Run icon is displayed whenever the data being displayed in the report is not up to date. A call-out displays the time at which the data was updated. Once you click the Run icon, the report is updated with the latest data.

REPORT-SS

Prerequisite: Ivy needs to be enabled in the application. Contact the Planful support team to enable this functionality.

Note:
The Automatic Data Refresh functionality is not supported in the application where Org by Period or Flow Dimension is enabled.

Automatic Data Refresh is triggered for the following scenarios:

  • When data is modified in templates

  • When data against the reference account column is deleted or the template column is deleted from the template

Manual Cube processing is required for the following scenarios:

  • When data is updated through the Simulation Engine

  • When data is refreshed for Actual or Closed periods

  • Data Seeding

  • When a Scenario is edited for the History or Closed periods

  • When a template is deleted

  • When an entity is mapped or unmapped within the template

  • When employee processing is done in the Workforce Planning templates

  • Global Fields input

  • Data loaded via DLR but Automatic Cube Refresh Setting not selected in Rule Settings.

  • Clear Data in DLR.

  • All Consolidation Processes except Standard Journals, Dynamic Journals, Elimination, Reclassification, and Non-Controlling interests.

  • Deletion of Journals or Journal lines needs manual processing.

The following table displays detailed information about the Automatic Data Refresh functionality.

Category
Supported

Not Supported


Reporting Areas

Financial

Workforce

Processes/Templates

Global Template Single Copy (with or without Overwrite Mode)

Global Template Entity Copy

Line Item

Allocation

Block

Capital

Time Sets

Initiatives

Templated based HR

Workforce Planning

Actual Data Templates

All Data Integration

All Consolidation

Exchange Rates

Scenario

Budget

Forecast

Plan

Actual

Preload Budget

Data Seeding

Refresh Closed Periods Preload

Data

Actions

Input Lines

Update Lines

Delete Lines

Allocations in Workforce Planning

Global Fields Input

Delete Template

Simulation Engine

Template Entity Map / Unmap


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