In reply to Leslie.

Hi Leslie,

You make a good point about the need to perhaps prompt the user if there are duplicate data items, present both options and ask to select one to keep or create a duplicate data item. I will pass this requirement on to our Product Managers.

I know you can run into the behavior you are seeing when you apply a Data View after the data source is selected for a report. You could, to avoid this behavior, make the Data View a “default” Data View for that data source – then you won’t have to apply it after you’ve added it to the report. (And you won’t get the mess.)

Any user can select their own personal Default Data View for a data source. From the Data Pane, use the data source menu and select Data Views. Then highlight the name of the Data View you want and click on the edit icon (the paper and pencil). Then select the check box to make it a Default data view. For the Default Data View to take effect – start a new report, select your data source, and now the Default Data View should be applied. Now going forward, for any new report and any time you pick that data source – the Default Data View will be applied. You can then make further data item changes and save that data view as a new name and make it the default view for that data source going forward.

If you are an Application Administrator then you can use the report menu and select the Edit administration settings. From there you select the data source and then pick a default Data View for that data source. This means that any user that selects that data source will start with the application administrator’s assigned data view. If you have a personal Default Data View applied – then the personal Data View wins.

Let me know if either of these tips need further clarification and I can connect with you offline.
Thank you,
Teri