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Edit data imports

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Seamlessly manage and edit data imports in the intuitive Microsoft Sustainability Manager experience.

When you select an import from the Data imports page, the Connection page appears. To edit your import, select Edit on the menu.

Screenshot of the Connection page Edit menu.

Note

This screenshot shows the Edit dropdown for Power Query imports. For other import types, this dropdown only contains Edit connection.

Edit a data import connection

To edit a connection:

  1. Select Data imports in the left navigation.

  2. On the Data imports page, select the import.

  3. On the Connection page menu, select Edit, and then select Edit connection.

  4. On the Edit connection pane, edit the fields as necessary, and then select Save.

    Screenshot of the Edit connection pane.

Edit a data import mapping

To edit a mapping for a Power Query import:

  1. Select Data imports in the left navigation.

  2. On the Data imports page, select the import.

  3. On Connection, select Edit, and then select Edit mapping.

  4. On Mapping, edit the mappings as necessary.

    Screenshot of the Mapping popup.

Edit a data import refresh schedule

Note

A data import starts after you edit the refresh schedule to update the underlying data flow.

To edit a refresh schedule for a Power Query import:

  1. Select Data imports in the left navigation.

  2. On the Data imports page, select the import.

  3. On Connection, select Edit, and then select Edit refresh schedule.

  4. On Edit refresh schedule, set the toggles as necessary, and then select Save.

    Screenshot of the Edit refresh schedule popup.

Edit a data import incremental refresh policy

Note

Editing a data import incremental refresh policy updates the underlying data flow and starts a data import.

To edit an incremental refresh policy for a Power Query import:

  1. Select Data imports in the left navigation.

  2. On the Data imports page, select the import.

  3. On Connection, select Edit, and then select Edit incremental refresh policy.

  4. On Refresh policy, edit the fields as necessary, and then select Save.

    Screenshot of the Refresh policy popup.

Edit data transformations

Note

Editing data transformations updates the underlying data flow and starts a data import.

To edit data transformations for a Power Query import:

  1. Select Data imports in the left navigation.

  2. On the Data imports page, select the import.

  3. On Connection, select Edit, and then select Edit data transformations.

  4. On Edit data transformations, use the Power Query editor to edit your data transformations as necessary, and then select Create.

    Screenshot of the Edit data transformations popup.

Change the owner of a data import

To change the owner:

  1. Select Data imports in the left navigation.

  2. On the Data imports page, select the import.

  3. On Connection, select the owner.

  4. On Edit connection, edit the Owner field as necessary, and then select Save.

    Screenshot of the Edit connection pane.

Refresh data

To refresh data:

  1. Select Data imports in the left navigation.
  2. On the Data imports page, select the import.
  3. On Connection menu, select Refresh.

View refresh history

To view the refresh history:

  1. Select Data imports in the left navigation.

  2. On the Data imports page, select the import.

  3. On Connection menu, select View refresh history.

  4. To close the History, select Confirm.

    Screenshot of the History pane.

Page history

Date Description of update
July 16, 2024 Created article to show how to edit data imports without using the guided experience.
  • Last updated on