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Adaptive Planning
Last Updated: 2023-06-23
Refresh Linked Data

Refresh Linked Data

When data from your instance updates the
OfficeConnect
 for Excel workbook that's linked to your
OfficeConnect
 for Word document, refresh your document to show the latest data. You or other users can also change the Excel workbook by adding a named range, changing the table formatting, or adding a series of formulas to the data. To reflect these changes in the data that you've brought into your Word document, refresh the document.
The document does not automatically refresh when you close and open it again. Select the
Refresh
option explicitly and specify the types of data you want to refresh.
To refresh the named ranges available from the connected file:
  1. In the
    OfficeConnect
     links pane, select
    Workbook Links
    .
  2. Right-click the name of the Excel file you want to refresh, and select
    Refresh Source
    . The Excel file is refreshed, and any new named ranges are added to the list.
To refresh tables or paragraphs in your document:
  1. From the
    OfficeConnect
     > Connection
    group, click the
    Refresh
    drop-down.
  2. Select
    Refresh Tables
     to refresh linked tables. Select
    Refresh Paragraphs
     to refresh linked values and text in paragraphs. If you have unsaved changes in your document, you are prompted to save them. Then
    OfficeConnect
     refreshes the data type you specified from the connected Excel workbook. The Manage Links dialog box appears to show which links were refreshed. The Date Last Updated field shows the current date and time. The Status field indicates success.
To refresh only selected links in your document:
  1. From the
    OfficeConnect
     > Connection
     group, select
    Manage Links
    . The
    Date Last Updated
     column indicates the date and time when this link was last refreshed.
  2. Select the links you want to refresh and then select
    Refresh
    . You might see an alert message indicating that you have other links in this document that point to the same source file. Select
    Yes
    or
    No
    to specify whether you want to update all the links that point to that source file. If your document has unsaved changes, you are prompted to save the file before refresh. Select
    Yes
    or
    No
    . The file refreshes, and any highlighting you might have applied is cleared.
  3. Select
    Close
    .
To refresh an individual link, in the
OfficeConnect
 links pane, select the
Workbook Links
 tab. Right-click the named range for the link and select
Refresh Source
.
To quickly reapply your highlighting after refreshing a link, on the
OfficeConnect
 tab, in the Show Links group, select
Refresh Results
. The last highlight setting you applied is applied again.