Concept: Refreshing Live Data in a Workbook

After adding report data to a workbook as live data, in the future you can refresh the workbook based on the report, if you are the workbook owner or the owner hasn't restricted live data refresh permission.

During a live data refresh, the workbook isn't available to you or anyone you shared the workbook with.

When Worksheets refreshes live data, it:

Uses any numerical formatting that you defined in the original report definition.
Recalculates any volatile functions, and formulas affected by changed workbook data.
Preserves the sort order that you set in the
Order By
option in the data wizard, but doesn't preserve standard sorting within the workbook (using
Data
Sort
).
Resets any formatting settings, such as bold text and background colors.

If the original report definition changed after you inserted the live data into a workbook, and you later refresh the data, Worksheets obtains the valid prompts from the report definition and displays only that data.

When you refresh the live data in a workbook, Worksheets updates data even if that data is in a protected range. You can't prevent a refresh from updating existing workbook content. Example: If you update a plan entry area in Workday Planning, or if a scheduled live data refresh runs, Worksheets updates any necessary data even if you protected the plan entry area or live data range.

This table describes what happens when a live data refresh occurs, whether it starts manually or automatically.