How to Edit Column Matching or Other Settings for Added Rows


If you have added rows from a different source to a data table, there may be occasions when you need to update the settings used when matching the data from different sources together. For example, a column used for matching linked data may have been renamed or removed in either of the sources.

Tip: In the Source view of the expanded data panel, you will see a red exclamation mark on the Added rows node, if the current settings need updates.

These steps are only relevant if rows have been added to a data table in the analysis. See How to Insert Rows for information about how to add rows.

  1. In the Data panel, make sure the data table where the rows were added is selected.

  2. Comment: This step is only applicable if you have two or more data tables in the analysis. If this is the case, select the data table of interest from the drop-down list at the top of the Data panel, otherwise, go to step 2.

  3. Click on the Expand data panel for tools and details button, data_expand_data_panel_for_tools_and_details_i.png.

  4. In the expanded data panel, click Source view.

  5. Comment: You may need to first click the Go to data table view link to be able to see the Source view button.

  6. In the Source view, click on the icon with the pencil on the Added rows node.
    add_rows_with_edit_button.png

  7. In the Edit settings for added rows dialog, verify that the column matching is still valid, or edit the matching as desired. This is done by adding or removing matches between columns From original data and From new data.

  8. Comment: Click on the plus sign and select a column from the list to add a match for one of the columns from the original data. Click on the x on a row to remove a match. If an earlier match is broken, click on the exclamation mark and select a new match (when possible), or remove the match.

  9. Optionally, if there are additional columns in the added data, you can select to include or skip these columns under Include additional columns from new data by selecting or clearing the check box for each column.

  10. Optionally, change the settings under Identify origin of rows.

  11. Comment: Select Do not identify origin to skip this option, Create new column to add a new column with different values for data from the original source and data from the added source, or select Use existing column to add the information about where rows come from to an existing column.

    Comment: If a previously used column has been removed or renamed, you may need to select a different option before you can choose a different, existing column here.

  12. When you are done, click OK.

Example: Editing added rows when matching is broken

In this example, rows have been added from Salesforce.com to a data table that was originally opened from a local Excel file. The local file was saved using the data loading setting "New data when possible" and it has been reloaded at some time. Before the Excel file was reloaded it was modified; the name of the column used in the matching was changed. Therefore, the previous matching of columns is now broken, which is indicated with a red exclamation mark in the Source view:

add_rows_in_source_view.png

To fix the broken match, first click on the pencil icon on the Added rows node. This opens the Edit settings for added rows dialog, and the broken match is indicated with red exclamation marks:

add_rows_edit_broken_match.png

Click on the red exclamation mark and then click Remove match. Add a new match for  the renamed column in the original data by clicking on the plus sign next to the new column name and selecting a matching column from the new data.

See also:

Insert Rows – Select Source

Insert Rows – Match Columns

Insert Rows – Additional Settings