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Add Sources and Columns to a Worksheet


Explains what the feature is or what its benefits are to the user or customer.


After creating a worksheet, you need to add the sources that contain the data. Sources is another name for tables. The sources you choose are typically related to one another by foreign keys.

To add the sources to the worksheet:

  1. Click on the Choose Sources link.

    The Choose Sources link

  2. Check the box next to each of the sources you want to include in the worksheet.

    Note that the list of sources only shows the tables on which you have view privileges.

    Choose sources for a worksheet

  3. If you want to see what the data inside the sources looks like, click Explore all data.
  4. Choose the inclusion rule.
  5. Choose the worksheet join rule.
  6. Click Done to save your changes.
  7. Expand the table names under Columns to select the columns to add to the worksheet.

    Note that once you add a column, non-related tables (i.e. those without a primary/foreign key relationship) become hidden. If you are working with two tables that should be related, but are not, you can add a relationship between them.

    1. To add all of the columns from a table, click on the table name and click + Add Columns.
    2. To add a single column, double click on its name.
    3. To add multiple columns, Ctl+click on each column you want to add and click + Add Columns.
  8. Click on the worksheet title to name it, and then Save it.
  9. Click on each column name to give it a more user-friendly name for searching. You can tab through the list of columns to rename them quickly.
  10. Optional: If you want to add a prefix to the name of several columns, select them, click the Add Prefix button, and type in the prefix.

    Add a prefix to column names

  11. Click Save.
  12. Share your worksheet, if you want other people to be able to use it.
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