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            Edit an Insight

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            1. Salesforce Help
            2. Docs
            3. Data 360

            Edit an Insight

            If you created an insight using SQL or Insight Builder, you can change its attributes or logic and reuse it.

            Insight Editing Guidelines

            Item Guidelines and Limitations
            Measures
            • You can’t change the API name, data type, or rollup behavior.
            • You can add only aggregatable measures to an aggregatable insight.
            • You can add any measure to a non-aggregatable insight.
            • You can’t remove existing measures.
            Dimensions
            • You can’t change the name or data type.
            • You can only add dimensions to an insight if it’s a key qualifier dimension. See Key Qualifiers.
            • You can’t update a non-transformed dimension. In this select statement, you can’t update the soldToCustomer__c dimension, SELECT SalesOrder.soldToCustomer__c AS soldToCustomer__c.
            • You can’t remove existing dimensions.
            1. In Data 360, go to the Calculated Insights tab.
            2. Open the calculated insight, and click Edit.
            3. Make your changes, and click Update.
            4. Click Save.
             
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