Refreshing worksheet data
If you want to update all worksheets in the workbook, use the command from the CPM Views menu.
Refreshing data preserves any rows or columns you have inserted using the Insert View commands and any changes you have made outside the data areas.
The command does not save any changes made to data in the data area, so be sure to protect your work by first submitting or saving your data to the database or saving your data locally.
This command does not refresh the Approval process status. Therefore, neither the color of the status area nor the writability of the data area change until the user either changes the off-grid dimension or exits and reopens the workbook.
Refreshing data is useful for these purposes:
- To see if targets or other numbers have changed since you last updated the data.
- To undo all changes made since you last saved data to the database. A warning is displayed if new data has been specified since the last submission, verifying that you want to discard recently specified data and replace it with data from the database.
- To pick up any changes resulting from an automatic local consolidation that runs when using . If the local consolidation is still running when the automatic refresh takes place after saving the data, the changes do not appear in the grid until the view is manually refreshed.
- To make the grid reflect the state of the database if changed data only partially saves to the database, such as when some submitted members were outside the focus range (for CPM users). Before the refresh, newly entered data outside the focus range is still on the grid; after the refresh, successfully submitted data is still present, but newly specified data outside the focus range is replaced by the values from the database.