1. SuiteAnalytics
  2. Workbook
  3. Custom Workbooks and Datasets
  4. Defining a Dataset
  5. Editing a Dataset

Editing a Dataset

Only a dataset owner or users with the Analytics Administrator permission can save changes to an existing dataset. This prevents data discrepancies among workbook visualizations that share the same dataset. Users with whom a dataset is shared can edit the dataset but must save it under a new name. Additionally, all users with access to a dataset can edit it and preview their changes in a workbook to see how they will affect their workbook visualizations. This enables you to create a single dataset for multiple users with different use cases.

Note:

In workbooks connected to linked datasets, use caution when removing fields from a dataset. If you delete a field that was used to define the link, it can impact your results and prevent you from saving.

Note:

If you have multiple languages in your account and you edit and save default text in a dataset, a new translation collection is added to the Manage Translations page. For more information, see Manage Translations.

To edit a dataset that you own:

  1. Click the dataset or workbook name on the Analytics Home page. To quickly filter the available options, select My Workbooks or My Datasets in the dropdown list of either the Workbooks or Datasets subtabs.

  2. Edit the dataset. For information, see Defining a Dataset.

  3. Click Save. Alternatively, if you accessed the dataset through a connected workbook, click Save & Close to save your changes and open the workbook.

  4. (Optional) Click Create New Workbook or Apply to workbook to preview your changes in a workbook visualization before saving the dataset .

    The workbook will appear with a warning icon Warning icon next to the dataset name, denoting an unsaved dataset.

  5. If you are satisfied with your changes, click the arrow next to the dataset name and select Save Changes.

    If you are not satisfied, click the arrow and select Open Dataset to continue editing the dataset, or Discard Changes.

    Important:

    Remember that changes you save to your datasets are automatically propagated to any workbook visualizations based on the dataset, including visualizations created by other users in other workbooks. This can drastically change the associated workbook visualizations so if you are not sure about the impact of your changes, consider saving the dataset using a different name.

To edit a dataset that has been shared with you:

  1. Click the dataset or workbook name on the Analytics Home page. To quickly filter the available options, select Shared with me in the dropdown list of either the Workbooks or Datasets subtabs.

  2. Edit the dataset. For more information, see Defining a Dataset.

  3. Click Save As.

    The Save Dataset As window appears.

  4. Enter a name and description for the dataset in the fields provided, then click Save.

  5. (Optional) Click Create New Workbook or Apply to workbook to preview your changes in a workbook.

    The workbook will appear with a warning icon Warning icon next to the dataset name, denoting an unsaved dataset.

  6. If you are satisfied with your changes, click the arrow next to the dataset name and select Open Dataset to save it using a new name.

Related Topics

General Notices