Replace Datasets with Imported Data

You can replace one or all datasets in a dashboard by importing new data. You can also specify how to replace each dataset object. Replace an attribute or a metric with a different attribute or metric, or delete it from the dossier. In addition, you can retain existing definitions for derived attributes and metrics.

1. Create a blank dossier or open an existing one.

2. To replace a single dataset with new data, click More to the right of the dataset in the Datasets panel and choose Replace Dataset With > New Data. The Data Sources dialog opens.

   or

   To replace all datasets with a single dataset, click More at the top of the Datasets panel and choose Replace All Datasets > New Data. The Data Sources dialog opens.

3. Click the data source and select the appropriate options to import and edit your data. See Import Data for more information about the various data sources. The Replace Objects Dialog opens.

4. If you have renamed or applied number formatting to dataset objects in one or more of the datasets being replaced, you can choose to retain or discard the name and number formatting options using the Clear object alias and number format on the dossier checkbox.

5. Select the replacement method for each dataset object from the New Objects drop-down list.

   To replace an object (i.e., attribute, derived attribute, metric, or derived metric) with an existing object from the new dataset, select the object to use as a replacement. If the elements of an object being replaced appear as choices in a filter, the filter updates to contain elements of the new object.

   or

   To remove an object (i.e., attribute, derived attribute, metric, or derived metric) from the dossier, select Remove from dossier. If the object appears in the dossier (e.g., in a visualization or filter), the objects and its values are removed.

   or

   To keep a derived attribute/metric as part of the new dataset and retain its existing definition, select Keep Existing Definition. If an object that is part of a derived attribute/metric formula is replaced, it is also replaced in the definition of the object.

   A derived attribute is defined as Concat(Leftstr(Employee@First Name,1),".",Employee@LastName). You replace Employee with InternationalEmployees. The derived attribute's formula updates to Concat(Leftstr(InternationalEmployees@First Name,1),".",InternationalEmployees@LastName).

   or

   A derived metric is defined as Revenue - Cost. You replace Revenue with Regional Revenue and Cost with Regional Cost. The derived metric's formula updates to Regional Revenue - Regional Cost.

6. Click OK. Workstation replaces the dataset and the dossier updates to reflect the new dataset.

Related Topics

Manage Datasets

Replace Datasets with Existing Datasets

Replace Datasets with Existing Objects

Replace Datasets with Datasets in the Current Dashboard