Editing and reconfiguring options depend on the data source type and whether it's been modelled.
For example, data sources with the type "Managed" are created and managed by PowerMetrics. As such, they offer more limited editing options.
When you reconfigure a data source you change the underlying data, for example, you may point to a different service account or upload a different or updated file. This action can only be performed on unmodelled (raw) data sources, not modelled data sources.
To edit or reconfigure a data source:
- Click Data Sources in the left navigation sidebar to open your list of data sources.
If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead. - From the list of data sources, click the one you want to edit. This opens its details page, where you can view settings and make modifications.
- To modify general settings for the data source, at About this (Modelled) Data Source, click Edit Properties, make changes, and click Save.
- To modify the underlying data for the data source (unmodelled data sources only), at Connection, click Reconfigure Connection > Reconfigure.
- If prompted, authenticate or choose a token for the account you want to get data from, then click Continue.
- You are now on the Edit Data Source page, where you can modify the information the data source is pointing to, for example, choosing a new file to upload.
- When you're finished, click Done.