Other Edits in the Data View
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Last updated
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Data views can also be edited to change the join criteria, to add or remove criteria, or to delete the data view.
To edit the criteria in the data view, click the blue pencil icon to open the 'Edit Data View' window. Navigate down to the criteria you want to change and click on the blue pencil to the right of the criteria.
This will open the criteria window.
To change the field in the data block that is being matched, select the desired field from the list on the left. Clicking on this will change the field in the left hand side of the lower criteria pane.
To change the field in the matching data view, or to change the data view being matched, start to type the desired data view name in the upper right window. Once the data view list pops up, select the desired data view, and then the field you want to match to in that data view.
To change the operator, in the lower criteria pane, click on the down arrow next to the operator and select the desired operator from the drop-down list.
To add additional criteria to the data view, click the plus (+) sign to the far right in the criteria pane and create the new criteria.
To perform the delete operations shown below, you must have Admin user rights. l If you do not, you will not see the delete (trash can) icon.
To delete criteria, mark the check box to the left of the criteria you want to delete. On the right, click on the trash can icon to delete it. A confirmation message will pop up; click 'OK' to delete the criteria.
Once the desired changes are made, click the 'Save' button to save the changes to your data view.
To delete a data view, in the main data view window click the box to the left of the data view name to select it and then click the trash can to the right. A confirmation message will pop up; click 'OK' to delete the data view or 'Cancel' if this action is in error.
