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Simplify your workflow by clearly labeling your data

To organize your data in a way that makes analyzing easier and saving tables a breeze, we recommend clearly labeling your data.

💡 To add more data sets and data tables you may need to upgrade your plan. Learn more about different plan options offered by UpMetrics

Reasons to label your data

Your account has a specific number of data sets, which you can think of as filing cabinets. And a specific number of data tables, which you can think of as files. It’s great to label your data sets with a general topic and then the data tables within them with more specific topics. This allows you to save your data and get the most value out of the data tables you have available.

An example of labeling in action

For example, let’s say The X Foundation has an annual campaign. They may label one data set “Annual Campaign 2024” and then a sub-topic within that, or a data table, “Donations by Existing Members.”

Since they may want to track donations from different groups of donors, they can organize tables by sub-topics. Creating a second table labeled "Donations by New Members" would allow for easier data organization and retrieval.

How to rename a data set

  1. Select the collect tab.
    Step 1_ Selct Collect
  2. Open the kebab menu to the right of your data set’s name. 

Step 2_  Kebab Menu

3. Select the option to edit your data set. 

Step 3_  Select edit data set

4. Now you can rename the data set and save the updated name.

Step 4_  Edit the name of the data set

To rename a data table (within a data set)

1. Select the collect tab.
Step 1_ Selct Collect  

2. Open a data table from within a data set.

Step 2_ Open data table

3. Select the chevron to open the menu on the tab to the right of your data table's name.

Step 3_ Open meu

4. Select Rename data table to edit the name.

Step 4_ Renam

5. Add a new name and save the updated name for the data set to continue.

Step 5_ Add a new name and save to continue

🎉 Congrats on organizing your data like a pro!