You import a lot of data over the life of a territory project, sales figures, potential, demographics, and not all of it sticks around. Maybe you loaded the wrong file, maybe last quarter’s numbers need to give way to this quarter’s. Whatever the reason, removing a data set from your AlignMix file is a quick, clean job.
Deleting a Data Set
In a few clicks you can delete any data set you’ve imported into your territory file. Pick the one you want gone, remove it, and it’s out, without touching the ZIP codes, accounts, or territory assignments that make up the alignment itself. The design stays exactly as it was; you’ve only cleared out a layer of data.
Watch: Deleting Data Sets
When to Clear Out a Data Set
A little housekeeping keeps a file honest. Swap out stale figures when you refresh for a new period, so nobody balances on last year’s numbers by accident. Pull a data set you imported by mistake before it muddies a thematic map. And trim layers you’re no longer using so the file stays easy to reason about. When you’re bringing in the replacement, our guide to structuring your data in Excel keeps the new import clean, and remember you can refresh assignments without a full rebuild by updating ZIP codes instead.
Frequently Asked Questions
How do I delete a data set in AlignMix?
Select the imported data set in your territory file and remove it in a few clicks. Your territories, ZIP codes, and accounts are unaffected.
Does deleting a data set change my territories?
No. It only removes that layer of data. The alignment, its boundaries and assignments, stays exactly as it was.
Can I replace a data set with updated numbers?
Yes. Delete the old set and import the new one, or refresh assignments directly by updating your ZIP-to-territory file.
Keep your territory file clean. Try AlignMix free or book a demo.