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    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 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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