Editing a data connection from the data canvas

If you have added data to the analysis using a connection to an external data source (for example, Salesforce or Google Analytics) you might encounter situations when you want to change which columns to fetch, modify the date range to look at, or, in certain cases, add or remove views (data tables) in the data connection. Then, you can often use the Data canvas to edit the connection.

Before you begin

You must have some data loaded in the analysis and the analysis must be in Editing mode.

The connection you want to edit must be embedded in the analysis. To edit data connections and data sources that are saved in the library, use the Manage Data Connections tool from the installed client. In the installed client, you can also edit settings from the Data Connection Properties.

Note: More connectors are available for editing when using the installed client. There, you can also perform changes to the data source settings in the connection, such as changing the authentication method, editing timeout settings, or moving from a test database to a production database. To do this, click on Edit data source settings while you are in the Editing data connection flyout.

Procedure

On the authoring bar, click Data canvas .
Make sure the data table of interest is selected.
This step is only applicable if you have two or more data tables in the analysis.
In the data canvas, locate the node that represents the data source of interest and click the Edit settings button at the lower part of the node.

The Editing data connection '[Connector]' flyout is shown, which is basically the Select data flyout.
Make the desired changes to the data and click OK when you are done.

Note: You can click to add columns that had been previously left out, or clear the check boxes for columns that you no longer want to include in the analysis. You can even make changes to other views than the one you started out with. You can also add more views to the connection (which will be added as new data tables in the analysis), or, you can remove views. By doing this, your changes might affect other data tables than the one you are currently looking at.

Results

The analysis is updated with the edited data.