Updated Exact data not being reflected in the Excel plugin

Questions
1

I have a formula in Excel as below:

=@I_EOL_BAL_PDER(,$E$1,1,$F$1,$C3)

This initially displayed the correct balance, but the underlying data in Exact has been changed and the amount has not updated. I have tried:

  • F9 to force formula recalculation
  • closing the spreadsheet and reopening it.

but the outcome does not change.

The “Sync” option is greyed out on the Invantive Control Tab (I checked other posts, and Modeler is enabled and I am not in design mode).

Can anyone provide advice on this please?

2

Formulas are always recalculated after log on and when synchronization ends. A formula is also recalculated when requested by the user.

The data container’s cache behaviour determines whether the database or (cloud)application is accessed. For example, on SQL Server each recalculation will retrieve the current value, whereas on cloud applications such as Exact Online typically a previously value cached in memory is used.

Assuming that the system administrator did not configure the use of disk caches, the cache contents are always forgotten by reconnecting to the database.

More information on the use of Invantive Control for Excel can be found in:

3

Thank you for the response. However:

  • the formula does not refresh when I request it. I have automatic formula recalculation set in Excel, but even if I press F9 to force a manual recalculation, the figure is not updated.
  • I can’t see anywhere in Invantive Control where caching can be disabled.

I am wanting to make this available to our management team, who aren’t technical, and so need to make sure that they always get up to date figures. Can you advise? Thank you!

4

There are currently no plans to allow F9 to retrieve the data. This can slow down operational use for typical use cases and can initiate higher support volumes.

For use by users that can not be trained to log on again to retrieve current figures or to restart Excel, it is recommended to use the publish button and create a fixed spreadsheet.