---
schema_version: "1"
id: 80e67992f8aa7ee8f4e5d9e5354865bb2dbb4b5105e041b88aa6c27810a9c6cd
title: Edit a Dataset
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_dataset_edit.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_dataset_edit.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a6f913fbb2457abdf5b847dc77e859edeb6aea24e8607aefa8759683c74c0d07
description: Edit a dataset to change its name, app, security, or extended metadata (XMD). You can also replace data in a dataset, restore it to a previous version, or delete it. The dataset edit page also provides key information about when the dataset was created and last updated, and where it is used.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Edit a Dataset

Edit a dataset to change its name, app, security, or extended metadata (XMD). You can also replace data in a dataset, restore it to a previous version, or delete it. The dataset edit page also provides key information about when the dataset was created and last updated, and where it is used.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d99740e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e70 ">To view a dataset edit page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e70 ">Use CRM Analytics AND Editor access to the dataset’s app</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e70 ">To update a dataset name, app, and extended metadata:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e70 ">Use CRM Analytics AND Editor access to the dataset’s app</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e70 ">To upload and preview data:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e70 ">Upload External Data to CRM Analytics AND Editor access to the dataset’s
              app</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e70 ">To edit a dataset security:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e70 ">Edit CRM Analytics Dataflows </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e70 ">To restore a dataset:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e70 ">Edit CRM Analytics Dataflows </td>

          </tr>
        </tbody>
      </table>

You can edit a dataset from CRM Analytics home or from the data manager.

- To edit a dataset from CRM Analytics home, follow these steps.
    1. Click **All Items** in the left panel.
    2. Click **Datasets**.
    3. On the right of the dataset, click ![Action button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_replication_actions_button.png).
    4. Click **Edit**.
- To edit a dataset from the data manager, follow these steps.
    1. In the data manager, click the **Data** tab.
    2. Click the **Datasets** subtab.
    3. On the right of the dataset, click ![Action button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_replication_actions_button.png).
    4. Click **Edit Dataset**.
- To replace the data in the dataset with CSV data, click ![Replace Data button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_button_Replace_Data.png).
- Edit the following settings, as needed.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:35.97122302158273%">
              <col style="width:64.02877697841726%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d99740e252">Option</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d99740e255">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e252 ">Dataset name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e255 ">Enter a new name if you’d like to change the name of the dataset. The name
                  cannot exceed 80 characters.</td>

              </tr>
              <tr class="">
                <td data-label="Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e252 ">App</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e255 ">Select a new app if you’d like to move the dataset to a different
                  app.</td>

              </tr>
              <tr class="">
                <td data-label="Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e252 ">Extended Metadata File</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e255 ">
                  <p>Specify an extended metadata file if you’d like to customize the formatting
                    of dashboards associated with the dataset.</p>
                  <p style="margin-bottom:0;">Refer to <cite>Extended Metadata
                      (XMD) Developer Guide</cite> for information about extended metadata
                    files.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e252 ">Sharing Source</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e255 ">
                  <p>If you have enabled sharing inheritance, specify the object from which you
                    want to inherit sharing for this dataset. You can’t specify a sharing source for
                    datasets created from CSV files. When you select a sharing source, you must also
                    add a security predicate. CRM Analytics populates the Security Predicate field
                    with the value <kbd>false</kbd>.</p>
                  <p style="margin-bottom:0;">See <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_security_datasets_sharing_about.htm&amp;release=264.0.0&amp;type=5" title="Use sharing inheritance to let CRM Analytics apply the same sharing setup for your datasets as Salesforce uses for your objects. Sharing inheritance increases access accuracy and reduces the need for complicated security predicates for most objects and situations. The tradeoff for applying sharing inheritance is an increase in the time to complete data syncs, dataflow and recipe jobs, and queries. The more complicated the sharing settings, the more impact there is.">Salesforce Sharing Inheritance for
                      Datasets</a>.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e252 ">Security Predicate</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d99740e255 ">
                  <p>Add a security predicate if you’d like to apply row-level security on the
                    dataset.</p>
                  <p style="margin-bottom:0;">For information about predicates, see <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_security_datasets_row_level.htm&amp;release=264.0.0&amp;type=5" title="If a CRM Analytics user has access to a dataset, the user has access to all records in the dataset by default. To restrict access to records, you can implement row-level security on a dataset when you use sharing inheritance and security predicates. Sharing inheritance automatically applies a Salesforce object’s sharing logic to the dataset’s rows. A security predicate is a manually assigned filter condition that defines dataset row access.">Set Up Dataset Security to Control Access to Rows</a>.</p>
                </td>

              </tr>
            </tbody>
          </table>

- **[Apply Extended Metadata to Change the Formatting of a Dataset](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_dataset_xmd.htm&release=264.0.0&type=5)**  
    A dataset’s extended metadata (XMD) file allows you to customize the formatting of dashboards associated with the dataset. You can update the XMD file through the dataset’s edit page.
- **[Customize the Labels and Colors of Dataset Columns and Values](https://help.salesforce.com/s/articleView?id=analytics.bi_datasets_customize_display.htm&release=264.0.0&type=5)**  
    Choose what shows up in lenses and dashboards. Rename and hide dataset columns. Set the default columns that appear in tables. Set the labels and default colors for dimension values.
- **[Restore a Dataset Version](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_dataset_restore.htm&release=264.0.0&type=5)**  
    Restoring a dataset rolls back its data to a previous version. Restore a dataset to reverse a recent update or to undo the results of a recipe or dataflow change.