Append or replace data in workbooks

You can append new data to existing workbooks or replace entire sheets with revised data. If you need to do any of the following, then appending the workbook with the required data or replacing the entire workbook is a good solution:

• Periodic data updates: You can upload monthly, weekly, or daily exports and append them to existing data.

• Bulk corrections: You can clean and reformat data offline, then replace the entire workbook.

• Dashboard & Pipeline continuity: When a workbook is used in dashboards or materialized view (MV) pipelines, replacing the data avoids the need to change the workbook reference. This allows you to refresh the full dataset without breaking downstream connections or reconfiguring linked components.

  Note

  This functionality is not available for static tables.

To append or replace data in a workbook, do the following:

1. In a workbook, click Settings from the top and select Import Data.

   

2. In the Import dialog box, specify the type of file you want to upload and upload the file.

   

3. In the Import dialog box, specify whether you want to append or replace by clicking the corresponding buttons. Here, you can also modify the column mapping.

   

4. Click Append/Replace.