Managing data
Replace uploaded data
To update uploaded data, click the Replace file button. If there is more than one data table in your report, select the data table that you want to update. (Alternatively, select the data table you want to update, click the gear icon, and select Replace file from the menu.) Then, select the new data file (CSV, XLS, or XLSX).
Once the upload process finishes, refresh the page. The report will then display the updated data.
It is good practice to share before replacing data. That way, if you select the wrong CSV (or something else goes wrong), you can Discard changes and revert back to where things were before doing the replace.
Clear the data cache
To improve performance, charts display cached data. The cache is cleared periodically (by default, every 2 hours), but the cache can be cleared manually by clicking the Clear Data Cache button and selecting Yes, clear it. The cache will be cleared for all data tables.
The caching period is set at the database connection level and the current options are: no caching, cleared after 2 hours, cleared after 1 day, or cleared after 1 year. If you would like the caching period adjusted for a particular database connection, reach out to us.
Delete a data table
If you have a data table that you don't plan to use in your report, you may want to delete the data table to declutter the data drawer. To do this, open the data drawer, select the data table you want to delete, click the gear icon, and select Delete.
You will receive a warning message if the data table columns are used in your report.
If you are sure you want to delete the data table, click Yes, delete it.
Download data
For uploaded data tables, you can download the data by opening the data drawer, selecting the data table you want to download, clicking the gear icon, and selecting Download. The data will download as a CSV.
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