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Reload Data for Data View

This section walks the user through the process of reloading data to an existing data view. This will ensure that any missing or recently updated data is refreshed and help maintain data accuracy.

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 files as needed and modify the name and description of the data view.

To reload data for an existing data view, follow the process below:

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Expand on Data view

On the Data Views page, expand on the Data View you wish to reload data for.

Data view card for 'Child Count for State Level - 2024 - by Database connection - 01/26/2025,' displaying a description of the data and the status labeled as 'Available.' A highlighted plus icon in the top-right corner allows the user to expand the card for more details.
Data View Expand Control and Status

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Select Reload data

Select the Reload data button to. This will automatically open Step 2 in the Data View Wizard.

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To access the Reload Data feature the Data View must have a status of "Available".

Data view card titled 'Child Count for State Level - 2024 - by Database connection - 01/26/2025,' displaying its status as 'Available.' The 'Reload Data' button is highlighted, allowing users to update the data used in this view with the latest available information.
Data View Reload Data Button

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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 reloading its data:

chevron-rightOption 1: Data Views Created by File Uploadhashtag

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 through one of two methods:

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

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

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Note: Replacing data files is optional.

A collapse/expand icon is highlighted next to the section titled "FS089 - Children with Disabilities (IDEA) Early Childhood." Clicking this icon allows users to expand or collapse the section containing details about the uploaded file. A file upload area is highlighted where users can either drag and drop a CSV file or choose a file from a folder. The accepted file format is CSV, and this section is used to upload the necessary data for the report.
Upload File Field

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

Highlighted blue 'Preview Data' button that allows users to preview the first 10 records of the uploaded file before proceeding.
Reload Data for File Upload - Preview Data Button
chevron-rightOption 2: Data Views Created Using a Connected Databasehashtag

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.

Step 2 of 4 in the Load Data process. Highlighted areas include the 'Preview Data' buttons, which allow users to review data from FS089 (Early Childhood) and FS002 (School Age) files, and the collapse icons, which hides file details.
Reload Data 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.

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

'Data preview' modal showing the first 10 rows of the dataset 'FS089 - Children with Disabilities (IDEA) Early Childhood.' The table includes columns like 'File Record Number,' 'State Code,' 'State Agency Number,' 'LEA Identifier (State),' and others. A 'Close Preview' button is highlighted in the top-right corner to exit the preview.
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.

Highlighted blue 'Next: Review' button at the bottom, allowing the user to proceed to the next step.
Reload Data - Next: Review Button

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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.

Step 3 of 4: Review Summary, the Impact Analysis section is highlighted, displaying details about reports that use the selected data view. It indicates that there is one report associated with this 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.

Highlighted blue 'Next: Save' button that allows users to proceed to the final step to save their data view after reviewing the summary.
Reload Data - Next: Save Button

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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

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Note: These fields are optional to edit.

Step 4 of 4: name this data view, the "Name this data view" input field is highlighted, containing the text "Child Count for State Level - by Database connection - 02/20/2025". This field is required for naming the data view uniquely before saving. Below, is the "Description" input field is highlighted, displaying a description of the data view.
Reload Data - 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.

Highlighted blue 'Save' button that allows users to save their data view.
Reload Data - Save Button
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