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Share Worksheets


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


You can share worksheets with users or with groups. Sharing a worksheet allows users to select it as a data source and search it.

A worksheet can be shared by the owner of the worksheet, or by an administrator. Users can start searching a worksheet as soon as the worksheet is shared with them.

When you share a worksheet, all of its columns are shared. Sharing a worksheet does not share the underlying tables. If you want to share the underlying tables, see Share Tables and Columns.

  1. Click on the Data icon on the left navigation bar and then on Worksheets.


    Go to the worksheet list

  2. Select one or more worksheets to share, and click the Share icon.


    Select worksheets to share

  3. Click + Add users or groups and select users or groups that you want to share with.


    Configure worksheet sharing settings

  4. Configure the level of access by selecting from the dropdown list. You can select:
    • Can View to provide read-only access. Enables viewing the worksheet and searching on it.
    • Can Edit to allow modification. Enables renaming, modifying filters, or deleting the worksheet and adding or removing its columns. To add columns to a worksheet a user needs access to the underlying table.
  5. Click Add and Save.
  6. Click Done.
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