Connecting a Sheet to a Data Source

Spreadsheet Connectors allow you to pull and update information directly from an external data source. If you have Spreadsheets and Controls Management, you can use this feature.

To access the Connectors feature, open the spreadsheet you want to connect to a data source and click the Data toolbar.

Creating a Data Source

You can connect to external data sources or create them directly in Spreadsheets.

To create a data source from an existing spreadsheet:

1
Open the spreadsheet you want to use as a data source.
2
From the Data toolbar, click Data Set .
3
Click Publish Data Set from the dropdown menu.

Publish Data Set Dropdown

4
In the Publish Sheet Data modal, enter a Data Set Name, select who in your organization can access it, and add a description.

Publish Data Set Modal

5
Click Publish to create your data source.

When you make changes to the content in a data source, click Republish in the Data toolbar to push the changes to any connected sheets.

Protecting Formulas and Data

Before you connect to a data source, lock cells in your current 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 entries in column E, the locked column remains unchanged during import.

To lock a cell or group of cells:

1
Open the sheet you want to connect to a data source.
2
Select the cells you want to protect.
3
From the Edit toolbar, click Lock .

Locking Cells

To see which cells are locked, click Overlay in the View toolbar. Locked cells are shown in gray, while unlocked cells are shaded blue. An indicator appears in the bottom left when you enable an overlay.

Locked Cells overlay

Connecting to a Data Source

A spreadsheet document can contain multiple connected sheets, with each sheet connecting to the same or different data sources.

To connect a sheet to a data source:

1
In the document outline, select the sheet you want to connect to a data source.
2
From the Data toolbar, click Connect and select the data source you want to connect to.

Selecting a data source

3
In the dialog box, select the data set you want to connect and click Next to import it. Importing doesn’t overwrite any data in locked cells.

Importing data

After completing the import process, the icon appears next to each sheet with a connection.

Data Connection icon in outline

Once the sheet is connected to a data source, you can build views and reports, add cross-sheet formulas, or 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 source by changing the Connected Sheets settings in the right panel.

The Connected Sheets panel

Customizations vary depending on the data set and can include dates, periods, accounts, or departments. Click Update to Apply Changes 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 at any time.

To disconnect a source:

1
From the outline panel, right-click the Connected Sheet icon for the sheet you want to disconnect.
2
Select Disconnect Data Set from the menu.

Remove a data source