You can edit imported Excel spreadsheets (.xlsx files) of data
maintained outside of your instance.
Only the person who imported the data source can edit
If you changed the file, the data from the new file replaces
that of the old in any reports that are based on the imported file. Changed name, expiry date,
and visibility apply to the imported file.
Click the name of a report that uses to imported data source to open the report in the
On the Data tab, click the pencil icon () next to the name of the external import.
In the Edit external import dialog box you can make these
- Change file
- Select this option to upload a new .xlsx file with the same
name and structure.
- Provide a new name for the external import. This name appears on the
Data tab of the Report Designer in the External
Import choice list.
- Set a new expiry date for the external import. After this date,
the imported file is deleted and reports based on it are no longer
- Visible to
- Change the visibility for the uploaded file: Only you, Everyone, or Custom. Select
Custom to specify users, groups, or roles.
If you select
Custom, click Next to choose who
can use the data in the imported file and click