Automatic Data Refresh

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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 of your customer success manager on how you can get access to this functionality.

Note:

The Automatic Data Refresh functionality is not supported in the application where Org by Period 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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