Editing a View CSV Table

Overview

Once you've imported a CSV at the view level, you have two options to manipulate the data:

1. Append - allows you to add new rows as long as the new data is contained in a CSV of the same format and columns as the original.
2. Overwrite - allows you to replace the current data with new rows as long as the new data is contained in a CSV of the same format and columns as the original.

Note: if you import a CSV using the View Builder you are not permitted to delete the table. This is because this method was designed for repeat use, across multiple Views and Reports.

Edit through the View Builder

In order to edit the contents of a CSV Table that was imported through the view, you will need to follow these steps;

1. Navigate to Administation > Source Systems & Views
2. Select a View that contains the imported data, and click on the Edit button
   
   Note: You do not have to edit the same view that the table was originally create is; any view cased on the same data source will work. Once a CSV is imported through the View Builder it becomes available to all the Drag & Drop Views based on the same Connection
3. Once you are on Step 1 of the View Builder, locate the CSV Table you wish to edit, through the Database Tables list
4. Click on the arrow next to the table name to expand it, and click on the Edit Table link
   
5. From here you will be presented with two edit options
   1. Append: this will add data to the end of the existing table. The new data must have the same number of columns and same column types as the original file.
      
   2. Overwrite: this will replace the existing data. The new data must have the same number of columns and the same column types as the original file.
      
6. Once you've selected your option, click on the Choose File button, locate the CSV, and click Continue top upload
   
7. You will then be taken to the CSV Update page to preview the data you will be updating with. Click Continue to upload the data or Cancel to return to Step 1 of the View Builder