This support article will describe how Data & Insights' publishing solution works along with tutorials on best practices to format data files prior to importing them to the platform and publishing them.

How publishing workflow works

• Using the Data & Insights Data Management Experience - A guide to using Data & Insights' new web-based importing tool!
• Understanding User Roles - the ability to import data to a Data & Insights data portal depends on the site, a user’s site role and their permissions. This article will describe the roles and permissions needed to make changes to a dataset.  

Importing data

• Importing, Data Types and You! - find out what file types are allowed on import (csv, Excel, etc.) and what data types (plain text, numeric, money, etc.) are supported before and after import.
• Datasync - everything you need to know about Datasync, Data & Insights's free publishing tool for automating and uploading data.  
• Importing FAQ

Editing dataset content

• Editing Datasets with the New Edit Experience
• How to Append Data

Editing the dataset schema

• Column Formatting in the New Publishing Experience
• Rearrange, Hide, and Delete Columns in the New Import Experience