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Editing a data connection

If you have added data to the analysis using a connection to an external data source (e.g., Salesforce or Google Analytics) you may 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 use the Source view to edit the connection.

Prerequisites

You must have some data loaded in the analysis and the Data panel must be shown.

Procedure

  1. In the Data panel, make sure the data table where you want to edit the data connection is selected in the drop-down list at the top of the panel.
  2. Click on the Expand data panel for tools and details button, .
  3. In the expanded data panel, click Source view.
    You may need to first click the Go to data table view link to be able to see the Source view button.
  4. In the Source view, locate the node representing the data source of interest and click on the settings button on the node.
  5. Make the desired changes to the data and click OK when you are done.
    Note: Some data connections (e.g., data from Salesforce) allow you to edit more than the view you are currently working with if you click on the Enable full editing of connection button. By doing this, your changes may affect other data tables than the one you are currently looking at. You can also add or remove views in the connection.

Result

The analysis is updated with the edited data.

Example: Editing a Salesforce connection

In this example, source data from Salesforce is edited. When clicking the Edit button in the Source View, the Edit data from Salesforce dialog is shown. It is basically the same dialog as the one used when Creating a new analysis from Salesforce data. When opened from this context, the only view available for editing is the one used to add the data used in the selected node:

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.

If you want to make bigger changes to the entire Salesforce connection, click Enable editing of full connection.

When the full connection is enabled for editing, you can 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. Another option that becomes available is the Edit login settings button, which gives you the possibility to change the username and password or to use a sandbox URL instead of the regular Salesforce instance.