Data Reload Process

Last modified: August 23, 2022

Reuploading data into Auto Insights is a simple process. Auto Insights remembers the original selections you made when confirming fields, so you only have to go through the process once. If you add new columns of data into Auto Insights, Auto Insights identifies and clearly flags this for you so that it's easy to see what's new.

To reload data...

  1. Go to Datasets in Admin Portal.
    lDatasets in admin portal
  2. Select Edit on the top right.


  3. Auto Insights remembers your settings and flags any new columns.Confirm fields
    • For database connectionsedit the SQL query to include the new columns.
    • For CSV filesselect the trashcan icon to remove the old dataset. Drag your updated dataset to upload.

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