Skip to main content

How do I manage my data sources?

Updated

This article contains the following information:

Opening the details page for a data source

You access information for each data source from its details page.

In the left navigation sidebar, click the 3-dot menu beside Data Sources and select Data Source Library.
Note: If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead.

In the Data Source Library, click the name of a data source to go to its details page.

Note: When looking at the details page for a data source, available options and information vary depending on whether the data source has been modelled.

Accessing general information and performing basic actions

Clicking General opens the About this (modelled) data source page where you can find the following information and perform the following actions:

For all data source types:

  • Click Edit Properties to modify the data source's Name and Description.
  • View basic information about your data source, for example, the Owner of the data source, when it was Created, and the Data Source ID and Format.

For unmodelled data sources:

  • View the data source Size.
  • Click Edit Properties to modify the Queue for Refresh interval. Learn more about adding data sources to the refresh queue.
  • If there are any modelled data sources that use this data source, beside Used by Modelled Data Sources, click the link to open the details page for the associated modelled data source.
  • Create a new modelled data source by clicking Create modelled data source (located in the upper-right corner of the page.

For modelled data sources:

  • At Format, click Edit Model to edit the modelled data source. Note: Some modelled data sources are editing by clicking Edit Feed (beside Connections).

Viewing and modifying connection details

After clicking General, under Connection, you can see and modify the connection to your data.

For unmodelled data sources:

  • At Connection, click Reconfigure Connection to modify your data source query.
  • Click Queue for Refresh to manually place the data source into the refresh queue or Re-Upload Now to update an uploaded data source. You can also check your Refresh Status here and see when your data was last refreshed.
  • Click View Refresh Info to access the Refresh Info tab.

For modelled data sources:

  • Click Edit Feed to edit the data source. Note: Some modelled data sources are editing by clicking Edit Model (beside Format) instead.
  • Beside Uses Data Source, click the link to open the details page for the associated unmodelled data source.
  • If applicable, view merged modelled data source details at Uses Modelled Data Source(s) or Used by Modelled Data Source(s). Learn more about merging modelled data sources.

Refreshing data sources

For unmodelled data sources only:

Previewing your data

Click General to see a preview of your data under Current Data. You can see how your data will display using the preview window and, for unmodelled data sources, download a copy by clicking Download Data.

Identifying associated Klips

Click Associated Klips to view a list of Klips that use this data source. Note that associated Klips created prior to 2018 may not be listed here. Klips using this data source via the DATASOURCE function will not display.

Sharing data sources

Click Sharing to see who has access to the data source. To modify sharing access, click the Edit button next to Access. Learn more about sharing data sources.

Deleting data sources

Delete a data source by clicking General and scrolling down to either Delete Model or Delete Data Source. When you click the "Delete" button, you're given the option to cancel the deletion.

If you're viewing an unmodelled data source:

  • Delete your unmodelled data source by clicking Delete Data Source. Deleting your unmodelled data source permanently removes it from all data source lists, Klips, and modelled data sources. It also removes it from users' accounts that it was shared with.

If you're viewing a modelled data source:

  • Delete your modelled data source by clicking Delete Model. Deleting your modelled data source permanently removes it from all data source lists and Klips in your account. It also removes it from users' accounts that it was shared with.
    Note: Deleting a modelled data source does not delete the unmodelled data source that was used to build it.

Related articles