Adding and Removing Data

After a table has been created, datasets can be added, removed or replaced. This article will cover the how to perform each of these.

Appending Data

To append data to a table, you will first need to open the Properties for the desired table. Click the arrow icon on the table you want to edit and choose the Properties option.

Remove in the action menu

This will open the Table Properties panel, where you can view the properties of a table. In the Datasets tab, click the Append Data button, then choose to upload a file from your computer or import a spreadsheet from Wdesk.

Remove in the action menu

The uploaded dataset will appear under Datasets in the right hand panel.

Replacing Data

You can also add new data to a table is by replacing an existing dataset. If an existing dataset needs to be replaced, you can choose Replace from that dataset’s action menu. The Replace option will launch the the Append Data wizard and allow you to either upload a new .csv file or import a section from a Wdesk spreadsheet.

Removing Data

If data needs to be removed from a table, you can click Remove in that dataset’s action menu.

Remove in the action menu

You will need to confirm that the data should be removed. Selecting the Remove Import button will move the file to Staged, removing the underlying data from the table and any report results it appears in. Staged datasets are not completely removed, allowing you to add new tags and re-import.

To completely remove data, select Delete from a Staged dataset’s action menu and confirm your choice to remove the dataset from the table.