Dynamic Planning Refreshing and Formatting Excel Reports

Overview

After you have converted a View or Report to an Excel Report, you can begin formatting and laying out your Excel Report.

When done, save your workbook, logoff, and close it. When you are ready to work with the workbook again, open it, login, and refresh the data. Or you can publish/upload the workbook to the cloud and open/download it when you are ready to work with it.

See Publishing and Opening Excel Reports.

Refreshing Data

In the worksheet containing the Excel Report, click Refresh . The data is retrieved. If you have more than one worksheet containing an Excel Report, you can select Refresh All.

Point of View Refresh Options

Click POV Refresh on the menu to select from the refresh options. POV Refresh controls whether or not the data is refreshed automatically when you select a different POV from the page axis. You can turn the option off, turn it on for the current worksheet, or turn it on for the whole document (workbook).

Sheet or Document : These options are useful for small- to medium-sized models where you often change a POV and want a quick refresh.

When you set POV Refresh to Sheet, any change to a POV on the page axis will automatically refresh the data in the current tab.

When you set POV refresh to Document, any change to a POV that is referenced by any other tab in the document (workbook) will automatically refresh all the data in those tabs.

Off : If you have a large model and want to change more than one POV at a time, you may find it faster to turn this feature off and click Refresh less frequently. When you set POV Refresh to Off, any change to a POV on the page axis will have no effect on the data in the current tab. You must click Refresh to see the corresponding change.

For example, in the following workbook, each tab shows a different department's operating expense.

You can point the POV on each sub-department sheet to one master POV on the main sheet so that any changes to the POV on the main sheet also affect the sub-department sheets.

For example, on a sub-department sheet, select all cells then click Design Manager. For the Company, set the POV to point to the Company tab and COMPANY cell. Click OK.

After you have selected the absolute cell reference, you see the change in Design Manager. Click Update to complete the change on this tab. Repeat these steps for the other tabs.

Now when you change the company on the main tab, the data is automatically refreshed in the other tabs that refer to the same company POV.

Viewing the Progress of Operations

As you are working with views and Excel Reports, you can view the progress of many operations by asking your Power user to enable the Progress Information box in Application Settings.

See: Setting Up Excel Reporting: User Operations with Progress Information.