Edit Data View

This section walks users through the process of editing a data view to either modify its name, description, or the data itself.

Please note, the processes for editing a data view and reloading data are interconnected. You can reload data while editing a data view, and you can also edit a data view while reloading data. Both actions will bring you into edit mode, allowing you to update data as needed and modify the name and description of the data view.

To edit an existing data view, follow the process below.

Expand on Data view

On the Data Views page, expand on the Data View you wish to edit.

Data View Expand Control

Select Edit

Select the Edit button to open the Data View in edit mode. This will open the Data View Wizard in edit mode to guide you through the 4-step process of editing a Data View.

Data View Edit Button

Step 1. Getting Started with Your Data

You will be brought to Step 1 in the edit wizard, which is not editable. Select Next: Load to navigate to Step 2.

• Select "Cancel" or "Close" to exit the wizard, which will discard any changes.

Edit Data View - Next: Load Button

Step 2. Load Data

On Step 2, depending on whether the data view was created via file upload or a connected data source, you have two options listed below for modifying its data:

Option 1: Data Views Created by File Upload

You can replace the current data file(s) with a new file by uploading a new one.

1. Expand on the data file field.

   • This will display the area to upload the new data file(s) in to replace the current file(s) in use.

2. Replace Current File:

   • Option 1: Drag and drop the file into the upload field.

   • Option 2: Select "choose from folder" to browse your device and select the file.

Note: Replacing data files is optional.

Upload File Field

1. Once you have loaded your new data files into the file upload field(s), select the Preview Data button.

Edit Data View for File Upload - Preview Data Button

Option 2: Data Views Created Using a Connected Data Source

You can refresh the current data to pull in the latest updates from the connected source.

1. Expand on the data file field.

   • This will display the Preview Data button

2. Select Preview Data

   • This will retrieve the most recent data from the connected source. Since data is sourced dynamically, no file upload is required for this step.

Edit Data View Connected to Data Source - Preview Data Button

After you select Preview Data, a modal window will display a preview of the first 10 records retrieved for you to review and confirm that the data to be loaded is correct.

• To close the Data Preview, select Close Preview.

Please note, the data preview functions the same way for both file uploads and connected data sources.

Data Preview Modal

Once you have reviewed and closed out of the data preview, select Next: Review to proceed to Step 3.

• Select "Back" if you need to revise any previous steps.

• Select "Cancel" or "Close" to exit the wizard, which will discard any information entered or progress made up to that point.

Edit Data View - Next: Review Button

Step 3. Review Summary

On Step 3, you can view the Impact analysis, showing how your changes may affect existing reports created with the Data View.

Data View Summary and Impact Analysis

Once you are finished reviewing the impact analysis, select Next: Save to proceed to Step 4.

• Select "Back" if you need to revise any previous steps.

• Select "Cancel" or "Close" to exit the wizard, which will discard any information entered or progress made up to that point.

Edit Data View - Next: Save Button

Step 4. Name Your Data View

On Step 4, you can modify the following fields:

1. Name this data view

   • The title field will automatically update to include the current date each time the report is updated. This serves as a unique identifier applied to all data views.

2. Add a description

Note: These fields are optional to edit.

Edit Data View -Name Data View Fields

Once you have finished modifying your data view and are ready to save, select Save.

• Select "Back" if you need to revise any previous steps.

• Select "Cancel" or "Close" to exit the wizard, which will discard any information entered or progress made up to that point.

Edit Data View - Save Button

Once you have selected Save, a modal will display, prompting you to provide a reason for editing the Data View.

1. Select the dropdown arrow on the Reason field and select one of the following options:

   1. Data Quality

   2. Data/File is corrupted

   3. Data needs to be updated

   4. System is down / cannot collect for certain period of time

   5. Other (Requires an additional comment)

2. Fill out additional information in the Additional comment field (if required).

If the reason "Other" is selected from the list, you will be required to provide additional comments in the "Additional comment" field.

Provide a Reason Modal

Reason Options in Dropdown Field

Once you have provided a reason for your edits, select Confirm. You will be redirected to the Data Views page and a success message will display, confirming your edits were saved.

Provide a Reason Modal - Confirm Button