> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caplena.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add & Replace Columns in Your Dataset

> Use Add & Replace to update specific rows or columns in your dataset

The **Add** & **Replace** function allows you to update existing rows in your Caplena dataset using a new file upload, without losing any manual coding or topic assignments.

This is especially helpful when refreshing or correcting your data while preserving previous work.

## When Should You Use "Replace Columns"?

The **Replace Rows** feature is ideal in the following scenarios:

### 1. You want to add a new column (Both TTA and Non-TTA)

*(TTA = Text to Analyze)*

Example: Add a demographic variable, metadata field, or custom tag that wasn't included in the original dataset.

<Note>
  **Use case:** Add new columns without re-uploading everything from scratch.
</Note>

### 2. You want to update values in a TTA column

If you've corrected or enriched your open-ended responses:

<Note>
  **Use case:** Replace rows while preserving existing coding or AI analysis.
</Note>

### 3. You want to update values in a non-TTA column

Example: Fixing or completing metadata like **Gender**, **Age**, or **Brand**.

<Note>
  **Use case:** Update values without re-uploading the whole dataset.
</Note>

## How to use Replace Rows

<iframe src="https://www.loom.com/embed/b7d913727cc843e887c8cca8fb920983" title="Loom video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

<Steps>
  <Step title="Open your project">
    Go to the **Data** section by clicking the **📄 document icon** in the left sidebar.
  </Step>

  <Step title="Click &#x22;Replace Rows&#x22;">
    In the top-right corner, click the **Replace rows** button.

    <Frame>
      <img src="https://mintcdn.com/caplena-32172960/Bc7cVIHfbMl-hg6f/images/Screenshot-2026-05-22-at-12.49.51.png?fit=max&auto=format&n=Bc7cVIHfbMl-hg6f&q=85&s=746c19806b0087971d9a1474b44e8eaf" alt="Screenshot 2026 05 22 At 12 49 51" title="Screenshot 2026 05 22 At 12 49 51" className="mx-auto" style={{ width:"67%" }} width="706" height="634" data-path="images/Screenshot-2026-05-22-at-12.49.51.png" />
    </Frame>
  </Step>

  <Step title="Upload your new file">
    Upload a **CSV** or **Excel** file that contains the updated rows and/or new columns.
  </Step>

  <Step title="Match columns">
    In the column matching screen:

    **Select the identifier column** (e.g. "ID") — this is **required**. Caplena uses it to match the new rows to your existing dataset.

    <Warning>
      If no identifier is selected, the system won't know which rows to update, and the replacement process will not be possible.
    </Warning>

    When combined, these fields can form a unique identifier for each response.\\

    You can select **multiple identifier columns** if your dataset doesn't contain a unique response ID. For example, a combination of **Date**, **Name**, and **Open-end content** can together form a unique identifier.

    <Frame>
      <img src="https://mintcdn.com/caplena-32172960/Bc7cVIHfbMl-hg6f/images/Screenshot-2026-05-22-at-12.52.29.png?fit=max&auto=format&n=Bc7cVIHfbMl-hg6f&q=85&s=2333beb87ce7c5981c66efb2e82f8825" alt="Screenshot 2026 05 22 At 12 52 29" width="3178" height="908" data-path="images/Screenshot-2026-05-22-at-12.52.29.png" />
    </Frame>

    Then **select only the columns you want to update** — columns that stay the same don't need to be selected.\\

    <Frame>
      <img src="https://mintcdn.com/caplena-32172960/BsaUp0-7kjJHJ9qm/images/select-columns.gif?s=18bb17cb373924f9e4942f8196fe464f" alt="Select Columns" width="800" height="431" data-path="images/select-columns.gif" />
    </Frame>

    <Note>
      When creating a new TTA column, don't forget to enable it by selecting the **TTA** checkbox.
    </Note>
  </Step>

  <Step title="Validate and finalize">
    Click **Validate** to preview changes, then click **Finalize** to complete the replacement.

    <Frame>
      <img src="https://mintcdn.com/caplena-32172960/Bc7cVIHfbMl-hg6f/images/Screenshot-2026-05-22-at-12.54.54.png?fit=max&auto=format&n=Bc7cVIHfbMl-hg6f&q=85&s=2bfabdcd42562a6cec2a5e1b9332353c" alt="Screenshot 2026 05 22 At 12 54 54" width="1816" height="1598" data-path="images/Screenshot-2026-05-22-at-12.54.54.png" />
    </Frame>

    <Check>
      Done! Your dataset is now updated while all existing work (coding, topics, etc.) remains intact.
    </Check>
  </Step>
</Steps>
