Editing datasets with the New Edit Experience

During the preview, our new editing experience will be available for datasets that were created using the new import experience. To access this, navigate to the primer page of an eligible dataset and select ‘Edit Dataset’ above the About section of the dataset. It can also be accessed from the data table view by opening the Edit panel and selecting ‘Edit Dataset.’

This will launch into the draft page, which is where all changes to a dataset will be made. This includes Dataset Metadata, Column Metadata and the Data itself. The draft page will look very similar to the dataset creation draft page, and much of the content and features will be the same.

Manage Metadata

By selecting ‘Edit Dataset Metadata’ or ‘Edit Column Metadata,’ you will be brought to the Manage Metadata page. From here you can switch between dataset and column tabs and modify those fields accordingly.

A breakdown of metadata fields can be found here.

Add Data

Just like in the new import experience, you can add data from a source of your choice to update or replace data. With either method, you will be able to use a upload a source file or import from a source URL.

Review Data

Selecting ‘Review Data’ will either bring you to a page where you can preview the published data

or a preview of the source data that will be used to update or replace the dataset. Additional details about the Data Preview page can be found here.

From here you will be able to modify any configurations or add transforms to the source file used. These changes will be saved for the next time you update the dataset with a new source file.

Publishing

Just like a working copy, a draft can be left in its current state and accessed at a later time. In addition to data changes, edits to metadata can be made, reviewed at a later time, and then published. To assist with auditing, drafts will also have a log of recent actions made.

To publish the draft, select ‘Publish dataset…’ from the action bar. After selecting an audience and clicking ‘Done’ the draft will begin the publishing cycle.



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