Edit an uploaded lookup
Select Edit to edit the content of the uploaded file.
You can filter rows using the filtering buttons above the table to display the fields according to modification status (All, Modified, Created, or Deleted), which will determine the actions you can carry out to edit the lookup content (see the table below).
After performing the required modifications, click Save changes to apply them to the lookup or Reset changes to restore the original lookup version in case you are not happy with the changes.
Action | Description | Available with filter... | |||
|---|---|---|---|---|---|
All | Modified | Created | Deleted | ||
Add rows | Add individual rows by entering the values of the cells or add several rows at the same time in CSV format. | ✓ |
|
|
|
Edit cell content | Click a cell in the table and make the desired changes (click outside or press ENTER to apply your changes). | ✓ | ✓ | ✓ |
|
Delete rows | Mark the checkbox of the desired rows and select the | ✓ | ✓ | ✓ |
|
Restore rows | Mark the checkbox of the desired rows and select the |
| ✓ |
| ✓ |
Edit a static query lookup
Using the Edit option explained in the table above will open the data search with the query used to feed the lookup, where you can perform the necessary operations to get the new conditions (create fields, group, aggregate, or change the time range).
Click the gear icon in the toolbar and select Set query change in lookup. Make the necessary changes in the Edit query lookup window (add or remove fields, or change the key field) and click Save settings. This window contains the same settings explained here.
It may take a few minutes to apply the changes. Go to Data search → Lookup management and check the Status field of the lookup. Changes will be applied once the indicator turns green.
To add values from a query lookup to a data table, follow the steps explained in Add lookup values to your query.
Periodic query lookups
Note that the Edit option will not appear for Periodic query lookups because they cannot be edited.