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Switching Datasets

1. Overview

In the process of editing cards, for already created cards, users hope to change the source data of the cards while preserving the calculations and styles in the cards. At this time, you can browse and select new datasets by clicking the "Switch Dataset" button in the "Dataset" area for replacement.

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2. Usage Guide

After selecting a dataset, if the field names of the new dataset and the original dataset are not completely consistent, the system will prompt that manual field matching is required. After completing field matching, click OK to complete dataset switching. At this time, the chart information in the card will be automatically updated based on the matched content.

After switching, the system will replace the field data in the chart according to the matched associated fields. The chart type and chart properties will be preserved. In addition, the calculated field formulas in the chart will also be preserved, and the original fields in the formulas will be replaced with the associated new fields.

When fields are not associated with the target dataset fields, the field-related configurations will be lost after switching, but chart style-related properties will still be preserved.

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