Best updating/appending method for sales records?

verytiredgirl
verytiredgirl Member
edited October 17 in Datasets

So I need to append new sales records every end of month. The sales records are stored as Excel Sheet with these columns: Order Date, Product ID, Customer ID, Sales Amount, Unit Price, Qty, Ship Date.

So normally I would just go to the dataset → setting → upload new month dataset in → updating method: append

Just wondering if this is the best practice? For example: I have already appended Sept sales Records into the dataset last week, however, the sales records changed this week → I updated the Excel sheet, but I can't append this updated Sept sales records into the dataset anymore since it would create duplicates.

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Comments

  • MichelleH
    MichelleH Coach

    @verytiredgirl You can delete a previous update from the History tab of the dataset. Navigate to the row associated with that upload, open the "Actions" menu on the right, and select "Delete this update". I believe you need to be the owner of the dataset for this option to be visible.

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