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Editing and Updating Extracts

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This topic describes how to edit settings of the created data extract and update its data from the original data source.

Edit a Data Extract

To edit the created or loaded data extract, click the Edit Extract button in the Data Source ribbon tab.

EditExtractButtonRibbon

This invokes the Edit Extract form that replicates the functionality of the Data Source wizard for the Extract data source.

EditExtractForm

You can either change the original data source or you can load another data extract from the file.

Update a Data Extract

To update the data extract from the original data source, click the Update button in the Data Source ribbon tab.

UpdateExtractButtonRibbon

In the invoked Confirmation dialog, click Yes to update the extract data or click No to cancel the update process.

UpdateExtractConfirmationWindow

Edit an Original Data Source

The Extract data source also allows you to change settings of the original data source's copy. For instance, you can edit connection or query settings for SQL data sources. To do this, use buttons from the Extract Source group in the Data Source ribbon tab.

ExtractSourceGroupRibbon

For other data source types, use the Edit Extract Source button.

EditExtractSourceButtonRibbon

Clicking this button invokes the Data Source Wizard specific to the original data source type (for instance, the Excel Data Source or Object Data Source).

Edit and Update the Extract Data Source in Code

To get access to the original data source, use the ExtractDataSource.ExtractSourceOptions.DataSource property.

To update the extract data source, call the DashboardExtractDataSource.UpdateExtractFile() method.

To invoke the Edit Extract form, call the ExtractDataSourceUIHelper.EditExtractOptions(DashboardExtractDataSource, EditExtractOptionsContext) method, as illustrated in the following code snippet:

private void UpdateExtract()
{
    DashboardExtractDataSource extractDS = dashboardViewer1.Dashboard.DataSources[0] as DashboardExtractDataSource;
    if (extractDS != null)
    {
        EditExtractOptionsContext optionsContext = 
            new EditExtractOptionsContext(this.GetActiveLookAndFeel(), this, dashboardViewer1.Dashboard.DataSources);
        ExtractDataSourceUIHelper.EditExtractOptions(extractDS, optionsContext);
    }
    dashboardViewer1.ReloadData();
}