You can refresh a budget or forecast workbook to clear the cache and ensure you have the most up-to-date data. This option is useful when you have already tried a browser refresh but you still do not see the expected results - the issue is usually because the cache has not refreshed.
You might need to refresh the workbook if there is a change in the underlying database, such as a change in user permissions. It is also required when you are using one database as a driver in another. For example, if you have a Sales budget published to a stream that is used to create a Financial budget, when you edit the sales values and republish the budget, the values might not automatically update in the Financial budget. If you refresh the page and the updates still do not flow through, you can use the Refresh workbook option to clear the cache data and reload the page.
Click the Refresh button in the top left corner of your workbook (available for all users). Users who have permission to manage budgets and forecasts can also click Menu > Refresh workbook.