Automatic Data Refresh

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.

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

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.