Datasets: View, Add, & Edit

About the Dataset View

All users can manage data at scale by leveraging the Dataset View. This allows all users to view, filter, sort, audit, and manage the entire dataset for each template in Claravine. Users' access to data may vary depending on user group permissions.

Access the Dataset
1. In the primary navigation on the left side of the screen, click on the Datasets tab.
2. Click on any template's dataset.
3. The dataset displays in the Data tab:
  
  The Dataset displays all data committed using this template and reflects the current schema of the template.
From the Dataset, users can:
- Search for specific values
- Sort the table
- Apply filters to fields
- Perform a quick filter on a cell value to narrow the data in the table for easy auditing and editing
- Create a new submission manually or import a file
- Edit up to 3,000 rows of data
- Find individual submissions committed using this template
- View configured integrations on this template and rerun inbound integration syncs
- View Pending and Paused submissions
Dataset View: Search, Sort, and Filter
In the Dataset, in the Data topical menu, view all data committed using this template. The most recently created or updated rows are at the top of the table. Users will see only the rows created by people within their Group.

Click Filter in the field name to filter the data in the table. You can search, sort, and apply various filters.
1. Search: Use the Search field to find all instances of a keyword in the column. Enter your keyword and press Enter to move through each result in the column.
2. Sort: Select Sort A→Z or Sort Z→A on a column to reorder the entire table based on that column.
3. Filter with Operators: Use the Operator dropdown to define how the filter should evaluate your data. Choose an option (Empty, Is not Empty, Equals, Does not equal, Contains, Does not contain, Starts with, Ends with, In (inclusive of or OR logic)) to match the condition you want to apply, then enter a value if needed.
4. Once you're done, click Apply to update the table.
5. To remove a filter, click the blue Filter to open the Filtering menu. Click Reset, then Apply to remove all filters and display all data.
6. ⚡ To quickly filter data, right-click on the cell you want to use. Then, choose a filter option from the Quick Filter menu to apply it to the table:
  - Empty
  - Is not empty
  - Equals {selected value}
  - Does not equal {selected value}
  - Contains {selected value}
  - Does not contain {selected value}
  - Starts with {selected value}
  - Ends with {selected value}
    
    Hide or show columns: Use the Columns to temporarily adjust column visibility. You can hide or display columns across submissions, inbound integrations, failed imports, and the dataset to make validation and auditing easier.
    View submission row properties: Use the Columns to temporarily view the submission row properties data. This view is available across individual submissions, inbound integrations, failed imports, and the dataset.
    After filtering, sorting, and adjusting column visibility or submission row properties, you can export the custom Dataset as a CSV, XLSX, or JSON file.
View Submissions
In the Dataset View, in the Submissions topical menu, view individual submissions created with this template.

You can view the following information about the submission:
- Submission Name
- Submitted By
- Submitted Date
- Number of Rows
Click on the submission row to be taken to the submission record.
View Integrations
In the Dataset View, in the Integrations topical menu, view the connected inbound and outbound integrations assigned to run on this template.
The integration tile shows the Integration Type, Name, if it is active or inactive, and whether the data is pulled from a platform into Claravine or exports from Claravine to another platform.
All users can click the "Run now" if it is a manual sync integration or if it needs to trigger a new resync before the next automated sync
Admins can click Edit Integration to open the template and make changes to the integration configuration.
View Pending Submissions
In the Dataset View, in the Pending topical menu, view pending submission datasets that require action from a user:
- View your Drafts
- View Shared Drafts sent to you
- View Paused - With Error submissions (all Groups)
  - Imported files that contained errors and are not committed
  - Inbound integration datasets (GCM, Facebook) that contain errors and are not committed
- View Paused - Pending Review submissions (all Groups)
  - Inbound integration datasets (CM360, Meta, etc.) that do not contain errors but need to be reviewed and committed.
- View Awaiting Approval (all Groups)
  - Submissions that are awaiting an Administrator's approval. See more about the Approval Workflow.
Add Data from the Dataset View
Data created using the Create Submission or Import File processes from the Templates page will be added as new submissions to the dataset as soon as the data is processed.
Administrators can also add data in three ways:
Create New Submission to Add Data from the Dataset View
In the Dataset View, click Create Submission.
Claravine will generate a new submission. The data will be available in the dataset when the new submission is completed.
Import File to Create Data from the Dataset View
In the Dataset View, click Import File.

Claravine will generate a new submission. The data will be available in the dataset when the new submission is completed.
Duplicate Row Data to a New Submission
In the Dataset View, duplicating row data allows users to select specific rows on a dataset and copy those values into a new submission to save time.
1. Open the Dataset View for a particular template.
2. Select the rows you want to duplicate using the checkbox to the left of the row.
3. A new icon will appear in the top right, click this to duplicate your specific rows into a new submission.
Not all data from prior submissions can be copied to a new submission. Specifically, any data that is auto-generated at the time of a submission won't be pre-populated to the new submission (e.g., patterns, concatenation, randoms). Values will be copied for any data in Text, Date, and List field types.
List fields will only be copied if the value matches the expected value on the new submission. For example, if a prior submission has a value of 'abc' in Field 1 and that value is duplicated but 'abc' is no longer in the list of expected values, the value will not be copied and the cell will be left empty.
Edit Data in the Dataset View
1. In the Dataset View, use Filters to locate the data you need. Be sure to use the Columns menu to include submission row properties—such as Submitted By and Submitted Date—to help identify the correct records for editing.
2. Check the box to the left of the rows to edit.
3. Click Edit # Rows.
4. Make the necessary corrections to the selected fields.
  - Remember to use Find & Replace to quickly make corrections at scale!
5. Click Submit.
  Claravine will generate the selected rows as a new submission. The updated data will be available in the dataset when the new submission is completed. Updated data will overwrite the previous data.
  - Submissions that are in progress will not show in the dataset or Submissions topical menus until they are fully processed.
  - Editing data from the dataset will generate a new submission for the edited rows. The new data will replace the existing data in the dataset.
  - Editing data from the Submission topical menu will resubmit the individual dataset and will not generate a new submission. The updated data will replace the existing data in the dataset.
  - The dataset is a roll-up of all data ever created on this template.
  - The fields match the current configuration of the template.
  - You can edit up to 3,000 rows using the Edit Select Rows function.