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.
- In the spreadsheet, select the sheet to connect to the table.
- From the Wdata Connections panel, select To Wdata, and click Add Connection.
- 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.
- In Import Name, enter the name of the table dataset to create with the sheet's data.
- Map the table's columns to the sheet's.
- 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.
- 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:
- From the Wdata Connections panel, select To Wdata.
- From the menu of the existing connection, select Create new connection.
- In New dataset name, enter a unique name to identify the dataset created based on the new connection.
- 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:
|Sheet permission||Table permission||Connection access|
|Viewer, Editor, or Owner||Viewer||Locked|
|Editor||Editor or Owner||Refresh connection|
|Owner||Owner||Add or disconnect connection|