Refresh Imports from MDFM ensures that the MDFM imports are updated correctly to reflect the latest amounts in spreadsheets.
Steps:
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Rollup to Update Information in Pivots
- After making changes to Hypercube to mapping (local rules), you need to Rollup to ensure that the data is updated in the Pivot.
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Right-click on the main folder of the Hypercube.
- A menu will appear with three options. Select 🔄 Rollup to refresh the information.
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- After making changes to Hypercube to mapping (local rules), you need to Rollup to ensure that the data is updated in the Pivot.
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Refresh Imports to Update MDFM Data Once the Rollup is complete, you can refresh the MDFM imports using one of the following methods:
Option 1: Refresh All Imports from the Hypercube Folder. Used when we need to refresh applied changes for statements related to this fund category.
- Right-click on the main folder of the Hypercube.
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From the menu, select ⬆️ Refresh Imports.
- This option will refresh all MDFM imports for that Hypercube. Note that this may take several minutes to complete and you can track completeness of operation in inbox.
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Option 2: Refresh all imports from the top folder in the report tree.
Click on the 3 dots next to the top folder, click on 'Data' and 'Refresh MDFM Imports'
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