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.
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 need to log out and log in to Workday from
OfficeConnect to get the latest model elements.