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Where are my data source details?

To find a data source’s details page, open your list of data sources by clicking Data Sources in the left side navigation. Then, click the name of the data source you’d like to examine.

If you don’t see the previous option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead.

Note: When looking at the details page for a data source, available options and information vary depending on how the data source was created, whether the data source is modelled, and whether you're using Klips or PowerMetrics. For example, data sources that are created for you when you add instant metrics are managed by Klipfolio PowerMetrics and cannot be duplicated or reconfigured. 

This article contains the following sections:

Accessing general information and performing basic actions

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

For all data source types:

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

For unmodelled data sources:

  • Click Edit Properties to modify the Queue for Refresh interval. Learn more about the refresh queue.
  • Beside Used by Modelled Data Sources, see, and click the link to go to, associated modelled data sources (if there are any).
  • Create a new modelled data source by clicking Create modelled data source.

For modelled data sources:

  • Click Edit Model to edit the data source. Note: Some modelled data sources are edited by clicking Edit Feed (beside Connections). Modelled data sources with the type "Managed" cannot be edited. This is typical of modelled data sources that are created when you add instant metrics.

Viewing and modifying connection details

After clicking General, you can view your connection details under Connection.

From Connection, you can:

For unmodelled data sources:

  • Click Reconfigure Connection to make changes to 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 edited by clicking Edit Model (beside Format). Modelled data sources with the type "Managed" cannot be edited. This is typical of modelled data sources that are created when you add instant metrics.
  • Beside Uses Data Source, see, and click the link to go to, associated unmodelled data sources.
  • 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.

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.

Deleting data sources

Delete a data source by clicking General and scrolling down to either Delete Model or Delete Data Source. No worries - 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, metrics, 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, Klips, and metrics in your account. It also removes it from users' accounts that it was shared with.
    Note: Deleting the modelled data source does not delete the unmodelled data source that was used to build it.

Sharing data sources

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

Refreshing data sources

For unmodelled data sources only:

  • Click Refresh Info to view the refresh information and error log for a data source. Click Edit to change the queue for refresh rate and click Queue for Refresh to manually place the data source into the refresh queue or Re-Upload Now to update an uploaded data source.

Identifying associated Klips

For Klips users only:

  • 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.
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