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ThoughtSpot

Add sources and columns to a worksheet

Overview

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

Feature

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.

    Figure: The Choose Sources link

    worksheet_add_sources_link.png

  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.

    Figure: Choose sources for a worksheet

    worksheet_choose_sources_from_2.5.png

  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.
    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.

    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.

  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.

    Figure: Add a prefix to column names

    worksheet_add_col_prefix.png
  11. Click Actions and select Save.

    Figure: Save a worksheet

    action_save_worksheet.png
  12. Share your worksheet, if you want other people to be able to use it.
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