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Knowledge @ Adaptive Insights LLC, a Workday Company

Refresh Reports

Explains how to populate OfficeConnect reports from Adaptive Insights with new or updated data.

After defining the basic account and time data that you want to show in your report, you can pull in the connected data from Adaptive Insights and view your report.

You can refresh data for:

  • A selection of rows or columns
  • The current worksheet
  • Selected worksheets if you have multiple ones open
  • All worksheets in a workbook 

To pull in the data and view the resulting report:

  1. From the  Connection group, select Refresh. A progress bar appears briefly while OfficeConnect retrieves data from your Adaptive Insights data source. The data appears in the cells of the worksheet according to your report design. OfficeConnect automatically widens columns to accommodate large numbers. 
  2. From  Book group, select Workbook Properties.
  3. On the Format tab under Column Display, clear the Auto-fit columns on refresh check box.
  4. Select OK. Columns do not narrow with shorter data, but you can do that manually if necessary.
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