Edit a Data Source

After you create a data source, you can edit its Basic Information, Add or Remove Views and Relationships.

Note: Each user's profile is uniquely configured and permissioned. Your data view and options may differ slightly depending on the permissions granted.

Caution: You must have a clear understanding of the database schema to be able to manage data sources and views. Database schemas are blueprints of how the data is organized in the database. Upland Analytics allows for great flexibility in managing the data sources and views but it is only recommended for users with knowledge and understanding of the database schemas and its administration.

  1. Click Analytics Settings on the Main Menu Bar.
  2. Select Data Sources from the menu. The Data Sources page displays a list of all available data sources.

  3. Select the data source you want to edit.
  4. Click Edit. The Data Source page displays in edit mode.

  5. Edit the information as necessary:
    • Click to add a new data view to the data source. For more information, see Add a New Data View to a Data Source.
    • Click to delete the data view.
    • In the Basic Information section, edit the following fields as necessary:
      • Title: Type the new name for the data source, which is a required entry.
      • Description: Type a new description for the data source.
    • To move a field, click the field and move it to the new location.

    • To delete the relationships/joins, click on the join:

    • To delete the data view, click on the data view.

    • To create a new relationship/join:
      1. Drag and drop one field onto another field to make a connection. A connection line displays.

        2. The Edit Relationship dialog box displays.

      2. From the Join Type drop-down menu, select how the relationship should be connected:
        • Left

        • Right

        • Inner

      3. Click Save.
      4. Repeat for each view.

        5. Note: Each view must have a connection.

  6. Click Save to apply your changes.

    7. Note: The newly added source is listed on the Sources list page and can be selected and used during the report creation process.
    If you receive the following error message: review your data source to make sure all views have connections and that there are no cross joins.