Modify 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 browser tab opens that contains the editor that you use to view or modify the dataset. The Workbook Editor remains open in its own browser tab and immediately reflects any saved dataset changes.

Description of the illustration navigating-project-editor-data-tab-data-set-editor.gif

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.

See About the Dataset Editor and Enrich and Transform Your Data.

1. On your home page, hover over a workbook, click Actions, 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.
   The tab that's displayed depends upon the dataset you selected:

   • If the dataset uses an Oracle EPM Cloud, Oracle Essbase, or Google Analytics connection, then the transform editor is opened in a tab.
   • If the dataset uses a connection that supports multiple tables (for example, Oracle Database or Oracle Autonomous AI Lakehouse), then the Dataset Editor is opened in a tab.
4. 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.
5. Modify and save the dataset.