Modifying a Workbook's Datasets

You can use the Workbook Editor's Data page to navigate to the Dataset editor or Transform editor to view or modify a workbook's datasets.

When you locate a dataset's icon in the data diagram and click Edit, a new window opens that contains the editor that you use to view or modify the dataset. The Workbook Editor remains open in its own window and immediately reflects any saved dataset changes.

Modifying a Dataset in the Dataset Editor

Note:A dataset can be used in multiple workbooks and data flows. Modifying a dataset impacts all workbooks and data flows that use the dataset.

  1. On the Home page, select a workbook, click the Actions menu, and then select Open.
  2. In the workbook editor, click Data to go to the Data page.
  3. In the data diagram, locate the dataset and click its Open button.
  4. The Transform Editor opens in a tab when the dataset uses a spreadsheet, file,or a subject area.
  5. Optional: If the Dataset editor is displayed, click the tab for the table that you want to view or modify and the Transform Editor is displayed.
  6. Modify and save the dataset.

Related Topics

Working with a Workbook's Datasets

Adding Datasets to a Workbook

Replacing a Dataset in a Workbook

Removing a Dataset from a Workbook

Blending Datasets


Last Published Friday, December 8, 2023