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Updating datasets
We need to update the dataset to add new fields, change application settings, remove fields, and so on. Einstein Analytics gives users the flexibility to update the dataset. Here are the steps to update an existing dataset:
- Create a CSV file to include some new fields and name it Account_Data_Updated.
- Save the file to a location that you can easily remember.
- In Salesforce, go to the Analytics Studio home page and find the dataset. Hover over the dataset and click on the button, then click on Edit, as shown in the following screenshot:
- Salesforce displays the dataset editing screen. Click on the Replace Data button in the top-right corner of the page:
- Click on the Next button and upload your new CSV file using upload UI.
- Click on the Next button again to get to the next screen for editing and click on Next again.
- Click on Replace as shown in the following screenshot: