Edit an imported data source

You can edit imported Excel spreadsheets (.xlsx files) of data maintained outside of your instance.

Before you begin

Role required: None, but only the person who imported the data source can edit it.

About this task

Procedure

1. Navigate to All > Reports > View / Run.
2. Click the name of a report that uses to imported data source to open the report in the Report Designer.
3. On the Data tab, click the pencil icon () next to the name of the external import.
4. In the Edit external import dialog box you can make these changes:

   Change file

   Select this option to upload a new .xlsx file with the same name and structure.

   Name

   Provide a new name for the external import. This name appears on the Data tab of the Report Designer in the External Import list.

   Expire

   Set a new expiry date for the external import.

   After this date, the imported file is deleted and reports based on it are no longer available.

   Visible to

   Change the visibility for the uploaded file: Only you, Everyone, or Custom. Select Custom to specify users, groups, or roles.

   If you select Custom, click Next to choose who can use the data in the imported file and click Submit.

5. Click Submit.

Result

If you changed the file, the data from the new file replaces that of the old in any reports that are based on the imported file. Changed name, expiry date, and visibility apply to the imported file.