Hi,
I would like to know what are the best practices when replacing a data source from Dev to UAT or from UAT to Prod. I usually replace the data source, but if I have renamed a field I loose that changes and it have to rename them again. Is there anyway to avoid this? Is there any best practices when replacing a data source? Thanks
Hi @Ester B ,
So, the best way to changing the data source would be preparing the data with same name of the fields to the data you are trying to change.
But if that's not an option, here's another option you can take other than renaming the fields.
Suppose I'm changing the EU superstore data to US superstore data, and there are some different names. (Dispatch date to ship date and delivery mode to ship mode)
#1 Replace data source.
After changing the data source, you will see alert mark next to the fields that name are changed.
#2 Replace references
You can replace fields like you did with data source by clicking a replace references.
Select replace references from dispatch date.
Then, replace the field to ship date.
Do the same for the delivery mode.
The results:
You can see charts used the fields are now okay after replacing refrences.
This still needs some process after replacing the data source, and that's why you should make the fields' name and types as same as the previous data source that are frequently replaced.
However, by replacing references, all related fields and fields used in calculations will be changed and this would be better way for you to manage the fields than renaming them.
Hope this helps.
