Connect sheets to Wdata tables

From a spreadsheet's Wdata Connections panel, you can connect a sheet to a Wdata table. When add a connection, you add the sheet's data to the table as a dataset, which you can update from the table or spreadsheet. For example, if you manage dimensional data—such as account hierarchy mappings—in a sheet, you can add and update a connection to refresh the values in the table.

Note: From the spreadsheet's outline, you can view whether a sheet as a connection from a Wdata query or to a Wdata table .

Connect a sheet to a table

Note: Only a sheet's owner can add connections, to tables they have Edit permissions to in Wdata. You can connect a sheet to multiple tables, but only once to each table. You can also connect to a sheet from a Wdata table.

1. In the spreadsheet, select the sheet to connect to the table.
2. From the Wdata Connections panel, select To Wdata, and click Add Connection.
3. Select the table to connect the sheet to, and click Next.

   Note: In Source, you can confirm the sheet used as the dataset. If the wrong sheet is selected, click Cancel and connect the correct sheet.

   
4. In Import Name, enter the name of the table dataset to create with the sheet's data.
5. Map the table's columns to the sheet's.
6. To include metadata your organization tracks about its tables' datasets, such as Version or Data Source, add a tag and select its name and value.
7. Click Finish.

Refresh a connection

To update a connection's table with the sheet's latest data, click Refresh Connection for the connection from the Wdata Connections panel. You can refresh multiple connections at the same time.

Note: Only collaborators with Owner or Editor permissions to both the sheet and table can update the connection.

Create a new connection between a table and its connected sheet

After you connect a sheet to a table, you can create a new connection between the two to append a dataset based on the sheet's latest data. For example, if you roll forward financial data on an annual basis, you can create a new connection each year for datasets based on each period.

When you create the new connection:

• The table retains the existing connection's data, but as a static dataset you can no longer update. If you no longer need this dataset, you can remove it from the table.
• The new connection appears as its own connected dataset on the table, which you can update from the spreadsheet or table for the latest data.

To create a new connection between a table and its connected sheet:

1. From the Wdata Connections panel, select To Wdata.
2. From the menu of the existing connection, select Create new connection.
   
3. In New dataset name, enter a unique name to identify the dataset created based on the new connection.
4. Click Create connection.

Open a connection's table or sheet

From the Wdata Connections panel, you can quickly open a connection's table or sheet from its menu under To Wdata:

• To open the table, select Open Destination .
• To open the sheet, select Go To Sheet .

Disconnect a connection

To retain a snapshot of a sheet's current data within a Wdata table, you can disconnect its connection from the Wdata Connections panel. When you disconnect a connection, the sheet's data remains a dataset in the table, but you can no longer update it with the latest data.

To disconnect a connection, select Disconnect from its menu under To Wdata.

Collaboration in Wdata connections

If you collaborate with others on a spreadsheet, their access to a connection depends on their permissions to the sheet and table: