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Bulk update & editing via Data cart

Sometimes you may need to edit the details or properties of multiple items.

This page will walkthrough how to use the Data Cart to perform bulk updates and edits.

  1. Bulk update: Make the same change to multiple items within the K platform.

  2. Bulk edit (via Excel): Create an excel template to edit multiple items and item types (e.g. Reports & Tables). Share & collaborate on edits in the excel file. Upload the excel file to edit the items in K.

Limitations of the Data Cart and Bulk Edit functions:

  • Currently you can only perform the Bulk edt function on: Tables, Columns, Reports and Sheets

  • The Data Cart has a maximum list of 1,000 items

  • Changes performed via Bulk Update are not captured in the data object’s change timeline

  • In the current release, you can only perform bulk updates in the following metadata: Description, Classification, Domain, Verified for, Not Verified for, Owner and Steward

The Data Cart function is only available to the following roles: Data Governance, Data Managers, K Admin users

Accessing Bulk Update and Bulk Edit via Excel

The Bulk Update and Bulk edit via Excel function is accessed via the Data Cart.

This allows you to first review the items that have been added to the Data Cart prior to starting the Bulk Update or Edit process.

Bulk Update in K

On the data cart page, select the Bulk Update via K option

If you have more than 500 items in your Data Cart, the bulk update function will select the first 500 items in the Data Cart. After update to the 500 have been completed, you will have the option to remove updated items from the Data Cart

  • Step 1) Confirm the item type that you would like to update. Currently you cannot update multiple item types in the same operation

  • Step 2) Confirm if you would like to update the data item properties or update collection linkages

  • Step 3) Update the changes you would like to make to all selected data items

  • Step 4) Review and confirm your changes.

  • Step 5) After the changes have been made you will have the option to Return to Cart.

    • Clicking the button will take you back to the Data Cart and a snack bar will pop up giving you the option to Clear from cart the data items that were just updated.

    • This is a helpful button if you are batching the update (e.g. you had >500 items in you Data Cart) and need to clear data items after the update has been completed.

Bulk Edit via Excel

On the data cart page, select the Create Bulk Edit Template. There is no cart size limitations when using Bulk Edit.

  • Step 1) Confirm the item type that you would like to update. You can select multiple item types to edit.
    Note that bulk edit is currently limited to Table, Column, Report and Sheet objects. This will be expanded over the next several releases.

  • Step 2) Select any additional properties you want to edit in the Excel template. You can add any glossary, data management and data governance to the template. A maximum of 15 properties (including the default properties) can be added the template.

    The default properties (7) are: Description, Tags, Classification, Owner, Steward, Domains, Verified for, Do not use.

  • Step 3) Review the template properties and Click create.

  • Step 4) You will be taken to the Import Bulk Edit File page where you can download your templates and upload your bulk edit files. This page is also accessible from the Data Apps page.

  • Step 5) Click on the download option on your extract when it is ready.

  • Step 6) Open the file in Excel and follow the instructions on the first (Instructions) tab. Edit the properties of your items and save the file locally.

  • Step 7) Go to Import Bulk Edit File page (via Data App or Data Cart). Click on Upload Bulk Edit File. Select the file you have downloaded in Step 5 and edited. Click Import

  • Step 8) Your file will now be uploaded. If the file uploads without any errors, it will show a successful upload. If your file is not correctly edited, it will fail and provide error details.

The row(s) that failed is provided in the error log. Row number is incremental across all tabs e.g. If Tables tab (2nd tab after instructions tab) has 500 records, and Report (3rd tab) has 100 records, the error of row 550 is row 50 in the report tab.

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