Refresh a workbook

Clear the cache and ensure you have the most up-to-date data.

User permission: Budgets & Forecasts

Refreshing a budget or forecast workbook is useful when you have already tried a browser refresh, but still do not see the expected results - the issue is usually because the cache has not been refreshed.

You might need to refresh the workbook if there is a change in the underlying database, such as a change in user permissions. It is also required when you are using one database as a driver in another. For example, if you have a Sales budget published to a stream that is used to create a Financial budget, when you edit the sales values and republish the budget, the values might not automatically update in the Financial budget. If you refresh the page and the updates still do not flow through, you can use the Refresh workbook option to clear the cache data and reload the page.

Click the Budget (or Forecast) menu and select Refresh workbook.