Concept: Caching and Refreshing the Financial Modeled Data Source
Workday saves some information from the financial modeled data source, such as exchange rates and the data model elements, in a cache for a limited time to optimize performance in OfficeConnect. Workday automatically refreshes this information at different intervals depending on the type of data. Workday saves the cached data in Workday.
You can run the
Clear Financial Reporting Caches
report (secured to the Set Up: Financial Reporting and Analytics Data Model
domain) to clear these caches immediately:
- Security Data Access. This cache stores user permissions to access financial data for each user. By default, Workday updates this cache each hour. You can clear this cache if you changed the permissions of a particular user in Workday and need to enforce the new permissions immediately.
- Currency Exchange Rates. This cache stores the exchange rates between different source and target currencies. By default, Workday updates this cache each day. You can clear this cache if you did a bulk upload of new exchange rates and you want to use the new rates immediately.
- Financial Reporting Model. This cache stores model elements that you use to build OfficeConnect reports. By default Workday updates this cache each day. Whenever admins save changes using theSet Up Reporting Modeltask, Workday automatically clears this cache.
Refreshing Data in OfficeConnect
By default, OfficeConnect queries the data in financial modeled data source each time you click:
- Refresh
- Expand
- Collapse
You can change the default Refresh behavior by adjusting the Explore settings in the workbook properties.
Workday also saves the financial reporting data model elements in OfficeConnect. OfficeConnect updates the reporting data model elements only when you log in to Workday using the financials data source. If you're logged in to OfficeConnect and the financial reporting data model updates, you can click
Update Elements
in OfficeConnect to get the latest model elements.