Using Connected Sheets

After you've connected a spreadsheet to a data source, you can use your connected sheet in various ways.

Linking

As a best practice, avoid directly linking from a connected sheet to other documents. Links are based on cell coordinates, and this means that changes to the structure of the data source may change which data occupies a specific coordinate. This may cause your link to reference an incorrect value.

Updating Your Data

When there is new data, you will want to update the sheet to make sure you have the most current data from the data source.

Select the sheet you want to update from the left navigation panel and click Update in the toolbar. This updates only the sheet you selected. If you have multiple sheets and documents, you need to update each sheet individually.

A status message appears in the lower right corner of Wdesk letting you know which data source and data set is serving as the source for the update

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Another message appears in the lower-right corner when the update is complete.

NOTE: You cannot undo data updates or imports, but previous revisions are available in the History tab if you need to view an older version of your document.

Viewing Properties and History

You can view the Properties tab in the right-hand panel to see additional information about the sheet connection and the History tab in the right-hand panel to view revision history and authorship.

Rolling Forward Connected Sheets

You can use data set customizations to roll forward your data. First, perform the normal roll forward process using Project Copy. This creates a disconnected copy of your sheet. Then, under the Customize Data Set section, type the new period or date that you want to roll forward to and click Update to Apply Changes.

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