Modify a Shared Data Action

When you modify a shared data action, you're modifying a shared object, which means all workbooks using that data action are impacted by any changes you make.

You need Read-Write access to the dataset or subject area to modify a shared data action.

When you update a data action in the Shared Actions folder, both show green dots on their names to indicate your changes aren't saved.

1. On your home page, hover over a workbook, click Actions, and select Open.
2. In the Actions pane, expand the Shared Actions folder.
3. Right-click the data action you want to use and click Edit Data Action.
4. In the Edit Action dialog, make your changes.
5. Click Save, then click Save Shared Objects.