Editing a Data Model (CX)

About Editing a Data Model

Once you’ve created a data model, you may need to make edits to it. The edits covered on this support page include:

• Removing elements.
• Changing the fields you can map in your dataset.
• Managing labels.

If you want to map multiple sources together or join data, see Unions and Joins. For how to create or use a field group, see Field Groups (CX). For recoding values, see Recoding Data Model Fields.

Editing a Data Model

1. Go to the Data page.
   
2. Click the 3 dot menu next to the dataset you want to edit.
   
3. Click Edit.

Removing Elements from the Data Model

To remove a source, a union, or a join, click the X in the upper-right.

Selecting Which Fields To Include from Sources

If you click a source and go to Schema, you can select and deselect the fields included in your dataset.

Editing Dataset Fields

There are many changes you can make to your dataset fields. Some edits are made to the source, some are made in unions, and others are made to the output dataset.

To edit a source, union, join, or output, first click on it.

Editing source fields

• Recoding Data Model Fields (CX)
• Changing Date Formats in Data Models

Editing unions

See Unions (CX) for specific steps on:

• Mapping the same field from multiple sources together.
• Separating fields.
• Adding new fields.
• Removing fields.

Editing joins

With joins, you can merge data rows based on a common field, such as a unique ID. See Joins (CX) for more details.

Editing output datasets

• Field Groups (CX)

FAQs