Spreadsheet Connectors allows you to pull information directly from an external database and update a sheet directly from the data source with one click. If you have Spreadsheets and Controls Management, this feature is ready for you to use.
To access the Connectors feature, open the spreadsheet you want to connect to a data source, and click the Data tab.
Protecting Formulas and Data
Before you connect to a data source, lock cells in your sheet to prevent formulas or data from being overwritten when importing from the data source.
For example, if your sheet has column E locked and the data source also has a column E, that locked column E remains unchanged in your sheet. Data from the source in that location will not be imported.
To lock the cells, open the sheet you want to connect to a data source, select the cells you want to protect, and click Lock in the toolbar.
To see which cells are locked, click the View tab and click Overlay. Locked cells are shaded grey, and unlocked cells are shaded blue. An indicator will also appear in the bottom left to inform you that an overlay is currently enabled.
Connecting to a Data Source
You can connect a sheet in a spreadsheet to a single data source. A spreadsheet document can contain many connected sheets, each connected to the same or different data sources.
From the list of sheets in the document outline, select the sheet you want to connect to a data source. Click Connect in the toolbar and select the data source you want to connect to.
In the Choose Wdesk Database Data Set dialog box, find and select the data set you want to connect and click Next to import it. If you have any locked cells, the corresponding data is not imported.
NOTE: The amount of time it takes to import your data can vary based on the performance of the data source. You can continue to use Wdesk while your import is in progress.
After the import process is completed, icons appear next to each sheet that is connected with a data source. Once the sheet is connected to a data source, you can build views and reports, add cross-sheet formulas, and perform lookups.
Data from a connection cannot be modified in the spreadsheet and must be changed at the source.
Customizing Data Sets
You can adjust the data that is pulled from the data source by changing the values in the properties panel. Customizations vary per data set and can include dates, periods, accounts, or departments. You will need to update the data set to save any edits to the customized value.
Contact your CSM if you need to make changes to available customizations.
Disconnecting from a Data Source
You can disconnect a sheet from a data source any time. Right-click the connected icon for the sheet you want to disconnect and click Disconnect Data Set.