Replace objects dialog

When you replace one or more datasets in a dossier, you can determine how to replace dataset objects that belong to the datasets being replaced.

A visualization displays sales data for physical store locations. If you replace the data in the dossier with sales data for Internet sales only, you can choose to replace Physical Store Revenue with Internet Revenue, Physical Store Sell-Through with Internet Sell-Through, etc., so that the visualization displays the corresponding sales data, updated for Internet sales only.

Access

To access the Replace Objects dialog:

1. Click More to the right of the dataset in the Datasets panel and choose Replace Dataset With > Existing Objects.

   or

   Click More at the top of the Datasets panel and choose Replace All Datasets > Existing Objects.

   The Add Existing Objects dialog opens.

2. Navigate to and select the objects you want to use to replace the existing objects in your dataset.

3. Click Add.

Fields

Current Objects: Displays the dataset objects in the dataset being replaced.

New Objects: Select the corresponding dataset objects or actions in the replacement datasets.

You can perform the following tasks for each attribute:

Replace the attribute with an attribute from the new dataset, by selecting the replacement attribute.

Remove the attribute from the dossier, by selecting Remove From Dossier.

You can perform the following tasks for each derived attribute:

Replace the derived attribute with an attribute from the new dataset, by selecting the replacement attribute.

Keep the derived attribute and its existing definition as part of the new dataset, by selecting Keep Existing Definition.

Remove the derived attribute from the dossier, by selecting Remove From Dossier.

You can perform the following tasks for each metric:

Replace the metric with a metric from the new dataset, by selecting the replacement metric.

Remove the metric from the dossier, by selecting Remove From Dossier.

You can perform the following tasks for each derived metric that you created in your dossier (not as part of a dataset):

Keep the derived metric and its existing definition as part of the new dataset, by selecting Keep Existing Definition.

Remove the derived metric from the dossier, by selecting Remove From Dossier.

Clear object alias and number format on dossier: Determines whether to keep or discard any name changes and number formatting that you applied to dataset objects in the datasets being replaced in a visualization.