Manage your imported data

You can manage your imported data from the Datasets page. From this page, you can delete imported data from any data source, file-based sources such as Excel or CSV, as well as from online or desktop accounting software. You can also export datasets. In addition, you can save data layouts for data imported from CSV or Excel. A data layout captures how fields are matched from the incoming import file to Caseware fields in a dataset. Any data layouts you save can be reused for data imported into other engagements.

Note: The Datasets page is not available for data imported from Working Papers or from another engagement. It is available for trial balance data imported from CSV or Excel only if enabled in your product.

Delete data

You can delete a data source or dataset if necessary.

To delete a data source or dataset:

  1. On the Datasets page, navigate to the data source or dataset you want to delete.

  2. Select More actions () | Delete data if you are deleting a data source or More actions () | Delete dataset if you are deleting a dataset.

    The Delete data option for a data source on the Datasets page.

Export a dataset

You can export datasets to CSV files.

To export a dataset:

  1. On the Datasets page, navigate to the dataset you want to export.

  2. Select More actions () | Export dataset.

You can also export data sources with the Other dataset type by selecting More actions () | Export data.

Save a data layout

After you import data from a CSV or Excel file and assign the fields, you can save the data layout. You can then use the data layout for future imports to avoid manually assigning fields for files that share the same structure. Data layouts that you save can also be used for imports in other engagements.

To save a data layout:

  1. Navigate to the data source and select Save in the Data Layout column.

    The Save option for a data source on the Datasets page.

  1. In the Save Data Layout dialog, enter a Data Layout Name, then select Save.

Naming the saved data layout.

The data layout is now available in the Select Data Layout drop-down when you assign fields for a data source.

Viewing saved data layouts in the Select Data Layouts drop-down.

If you want to delete a layout, you can select Delete () next to the data layout in the Select Data Layout drop-down. Note that a layout can only be deleted by the person who created it or by a firm administrator.