Managing Datasets (Edge)

Last updated on Sep 22, 2026
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After creating a dataset, you can update its SQL query or selected table, view the Activations that use it, or delete it when it is no longer needed.

You can perform the following actions on a dataset:

  • View Connected Activations: Check the number of Activations that use the dataset before you change or delete it.

  • Modify a Dataset: Update the SQL query or select a different table to change the data the dataset returns.

  • Delete a Dataset: Permanently remove a dataset that is no longer used.

Viewing Connected Activations

The Connected Activations column in the Datasets List View shows the number of Activations that use each dataset.

Connected Activations column

Check this count before you modify or delete a dataset, because both actions affect every Activation in that count. A count of zero means the dataset is not in use, so it can be modified or deleted without affecting any sync.

Modifying a Dataset

You can modify a dataset as your requirements change. Some scenarios where you may want to modify a dataset:

  • The query needs to return an additional column so that it can be mapped to a new field in the Target application.

  • The filter needs to change, for example to widen a date range or to include a new customer segment.

  • A Table dataset needs to point at a different table.

A dataset can be used by more than one Activation, and a change to it applies to all of them on their next run. Check the Connected Activations count before you make a change. If the new definition is needed for only one Activation, create a separate dataset instead.

A change to a dataset affects the columns your Activations map and the data they send. Read Dataset Considerations before you modify a dataset.

Note: You cannot change the dataset type after it is created. If you need to use a different type, create a new dataset.

Perform the following steps to modify a dataset:

  1. In the Navigation Bar, click Activate.

  2. On the Activate page, click the Datasets tab.

    Click the Datasets tab

  3. Click the dataset you want to modify to open it in the Detailed View.

  4. Click Edit at the top-right corner.

    Click Edit

  5. Update the fields you want to change:

    • Dataset Name: Specify a new name for the dataset.

    • For an SQL Query dataset, update the query in the SQL Query editor.

      Edit an SQL Query dataset

    • For a Table dataset, select a different Database, Schema, or Table from their respective drop-downs.

      Edit a Table dataset

  6. Click Show Preview to confirm the records that the dataset returns.

  7. Click Save Dataset.

A notification is displayed to confirm that the dataset has been updated successfully.

Deleting a Dataset

You can delete a dataset if it is no longer needed.

Note: A dataset cannot be deleted while any Activation uses it.

Delete Dataset Blocked

Hevo blocks the deletion and asks you to delete those Activations first. Read Deleting an Activation for detailed steps.

Note: Deleting a dataset does not change any data in your Source, and it does not remove the records that previous syncs already sent to your Target applications.

Deleting a dataset is permanent and cannot be undone. You have to define the dataset again if you need it later.

Some scenarios where you may want to delete a dataset:

  • The dataset was created for testing and is no longer required.

  • The dataset was configured incorrectly and needs to be recreated.

  • The data that the dataset returns is no longer sent to any application.

Perform the following steps to delete a dataset:

  1. In the Navigation Bar, click Activate.

  2. On the Activate page, click the Datasets tab.

    Click the Datasets tab

  3. Click the dataset you want to delete to open it in the Detailed View.

  4. Click the Actions icon at the top-right corner, and then click Delete.

    Click Delete

  5. In the Delete Dataset dialog, click Delete.

A notification is displayed to confirm that the dataset has been deleted successfully.

Revision History

Refer to the following table for the list of key updates made to this page:

Date Release Description of Change
Sep-22-2026 NA New document.
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