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Edit Excel Offline Data Source

This page explains updating a previously added Excel Offline data source in the Pirivision Port module via the Edit action.

Use this flow when a new version of the Excel file is ready, when you want to change the data source name or description, or when you want to move it to a different folder.

Prerequisite

At least one Excel Offline data source must be saved in the Port list. If none, see Add Excel Offline Data Source first.

1. Find the Data Source in the Port List

Click Port in the left menu. Find the Excel data source you want to edit in the list.

Port list — Excel data source card

You can use the search bar in the list to filter by data source name or by #tag.

2. Click the Edit Button

The Edit button (pencil icon) is on the right side of the data source card.

Click the Edit button.

Tip

The Edit button appears directly on the card. Access via the More menu is not required.

3. The Edit Form Opens

When Edit is clicked, the form opens with current values pre-filled. It differs from the add form in two ways:

  • The File Source section shows the current file name; a Change link and a Download as Excel option are added.
  • The bottom button is Update (not Save).

Excel Offline Edit Form

4. Editable Fields

The following fields can be edited:

Section Field Required Description
Display Info Name Yes The display name of the data source within Pirivision
Display Info Description No Short description text (max 280 characters)
File Source File No Click the Change link to replace with a new .xlsx file
Location Target Folder No Location of the data source in the Port folder structure

Non-Editable Field

Field Status
Data source type Stays fixed as Excel Offline.

5. Download as Excel

In Edit mode the Download as Excel link appears in the File Source section.

Clicking this link downloads the .xlsx file previously uploaded to Pirivision.

Use cases: - Get a current copy of the existing file - Edit the file and upload a new version - Inspect the file's contents

6. Updating the File (Uploading a New Version)

  1. Click the Change link.
  2. The system file browser opens; pick the up-to-date .xlsx file.
  3. The File Source section updates with the new file name.
  4. Click the Update button.

Effect on Compass Queries

If sheet names or column structure changed in the new file, those changes may affect existing queries in Compass. Before uploading, verify that the new file's sheet and column structure is compatible with the previous file.

7. Update Button

After all changes are made, click the Update button at the bottom right.

No Connection Test

Since Excel Offline does not involve a network connection, the Update button is used directly instead of Test and Update. When the upload succeeds, changes apply immediately.

The bottom of the form shows:

Connection will be saved automatically

Success

Once Update completes, the updated Excel data source appears in the Port list. Compass queries using this data source begin running against the new file.

Failure

On error, verify the file is in .xlsx format. Make sure the Name field is not empty.

8. Common Errors

Error / Symptom Possible Cause Solution
a datasource with this name already exists, please choose a different name Another data source already uses the same name Enter a different Name value
you do not have permission to update this datasource or the datasource was not found The data source belongs to another user or was deleted Refresh the Port list
user not found Session expired Log in again
File cannot be uploaded Not .xlsx format or file corrupted Open in Excel and re-save as .xlsx
Compass query no longer works Sheet name or column structure changed Review the query structure in Compass and update with new column names
Download as Excel does not work File removed from system Delete the data source and recreate with the file

9. Next Step

After the Excel data source is updated, verify in Compass that queries using this source still work correctly.

flowchart LR
    A["Port<br/>Excel Edited"] --> B["Compass<br/>Sheet Query Verification"]
    B --> C["Cartography<br/>Chart / KPI (no changes)"]

Summary

The Excel Offline data source editing process:

  1. Open the Port module.
  2. Find the Excel data source in the list.
  3. Click Edit on the card.
  4. The form opens pre-filled with current values.
  5. Update the name, description, or file.
  6. If needed, use Download as Excel to get the existing file, revise it, and use Change to upload the new version.
  7. Save the changes with Update.
  8. Verify the query in Compass.