Manage Datasets

You can update and delete the data that you added from various data sources.

You can use the Datasets page to examine dataset properties, access permissions, and free up space by deleting datasets that you no longer need.
  1. Go to the Data page, then Datasets section.
  2. Click the Actions menu of a dataset or right-click the dataset that you want to manage, and click Inspect.
  3. Optionally, use the Inspect option to review dataset columns and change the dataset properties. For example, you can change the Name and Description.
  4. Optionally, use the Inspect option to change whether to treat dataset columns as measures or attributes.
    You can't change how a column is treated if it’s already matched to a measure or attribute in the data model.
  5. Optionally, use the Inspect option to specify the access permissions that users and roles have for the data.
    You’re allowed to set permissions on some data sources, such as uploaded datasets. See Control Share of Data You Added.
  6. Optionally, use the Inspect option to change the Data Access for a database table. The default is Live because database tables are typically large and shouldn’t be copied to cache. If your table is small, then select Automatic Caching and the data is copied into the cache if possible. If you select Auto, then you have to refresh the data when it’s stale.
  7. Optionally, download a dataset created from a Microsoft Excel file by right-clicking the dataset and selecting Download File. Note that the columns in the download match the columns in the file that you originally uploaded. Any derived columns that you added in the Visualize editor’s Prepare canvas aren’t included in the dataset download.
  8. Optionally, update data for a dataset created from a Microsoft Excel file or Oracle Applications by right-clicking the dataset and selecting Reload Data.
If you have Full Control permissions, you can grant permissions to others and delete uploaded datasets, but be careful not to delete a data file that is still a data source for projects. See Delete Data that You Added.