Renaming and refreshing datasets

You can rename a local dataset in a dashboard, or ensure that your dashboard displays the most up-to-date data available by refreshing the data in a dataset.

To rename a local dataset in a dashboard:

  1. Click the name of the dashboard to run it.

  2. In the Datasets panel, right-click the dataset, then select Rename.

  3. Type a new name for the dataset and press ENTER to apply your changes. The dataset is renamed.

To refresh a dataset in a dashboard:

  1. Click the name of the dashboard to run it.

  2. In the Datasets panel, hover the cursor over the name of the dataset and click the arrow icon in the top right.

  3. From the menu, select Refresh. If the dataset being refreshed is a  report, the report is re-executed. If the dataset contains imported data, select the appropriate options to re-import your data based on the data source type. For a list of all available data sources and steps to import data from each type of data source available, see About importing data.

Related topic

About dashboards

 

 

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