All the Data Source options are available with a right-click on its name on the top left. You can also access them by clicking on Data in the top menu. In the following screenshot, you can see the full list of options:

Here's a quick description of the most important options:

• Edit Data Source...: Takes you to the Data Source page where you can change your connection, add new tables, or do some transformations.
• Refresh: Refreshes your data if you are using a live connection.
• View Data: Opens a window where you can see your raw data, copy it, or export in a .csv file. Here's the View Data window:

• Close: Removes your Data Source. It also removes all the Worksheets with a visualization based on that Data Source.
• Extract Data: Opens a new window where you can configure the Extract and create it.
• Extract...: Submenu is available when you are using an Extract and allows you to refresh it, append data from a file or show the history.
• Edit Data Source Filters: Opens a new window where you can add some filters (detailed in Chapter 7, Design Insightful Visualizations - Part 2).

• Replace Data Source: Opens a menu where you can select the Current and the Replacement Data Source. All the Worksheets that use the current source will use the replacement one.
• Date Properties: Allows you to change three options: the week's starting day, the fiscal year start, and the default date format.
• Edit Aliases: Allows you to add an Alias to the values of a Dimension.

• Add to Saved Data Source: Allows you to export the Data Source as a file for further usage.
• Export Data to CSV: Exports the data in a CSV file. Be careful; if you have a large Data Source, the export can be very long.

The list is long, but you don't have to remember all of the options. Keep in mind that if you want to do something related to your Data Source, it's probably one right-click away.

In the next section, we'll see in detail how to refresh your data and deal with the changes.