23.2. Editing data sets
You can edit existing data sets to ensure that the data fetched to the reporting components is up-to-date.
Procedure
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In Business Central, go to Admin
Data Sets. The Data Set Explorer page opens. - In the Data Set Explorer pane, search for the data set you want to edit and click Edit.
In the Data Set Editor pane, use the appropriate tab to edit the data as required. The tabs differ based on the data set provider type you chose.
For example, the following changes are applicable for editing a CSV data provider:
- CSV Configuration: Enables you to change the name of the data set definition, the source file, the separator, and other properties.
Preview: Enables you to preview the data. After you click Test in the CSV Configuration tab, the system executes the data set lookup call and if the data is available, a preview appears. Note that the Preview tab has two sub-tabs:
- Data columns: Enables you to specify what columns are part of your data set definition.
- Filter: Enables you to add a new filter.
Advanced: Enables you to manage the following configurations:
- Caching: See 「Caching」 for more information.
- Cache life-cycle Enables you to specify an interval of time after which a data set (or data) is refreshed. The Refresh on stale data feature refreshes the cached data when the back-end data changes.
- After making the required changes, click Validate.
- Click Save.