Applies to
Capabilities
Who can use this capability
To use DataTable, the user must meet all of the following criteria:
- You must be a Licensed User.
- You must have Owner or Admin permissions on any sheets where a DataTable Connection will be built.
- DataTable is a premium application available on the plan.
- You must have DataTable Premium Application permissions enabled in User Management by your Smartsheet System Admin.
To check your access level, login to DataTable here.
Visit the DataTable Marketplace page to learn how to contact your Sales representative for pricing-related inquiries.
Create and populate a DataTable
DataTable is a way Smartsheet can store millions of rows of data and sync subsets of that data into sheets. Once your DataTable is created and populated with data, you can connect the DataTable to a sheet (or multiple sheets) and allow cross-team collaborations using a single data source.
You can add, edit, or remove fields after you've created the DataTable. DataTable supports text, number, date, and checkbox fields. The field type is important for searching and filtering. For example, if you want to search or filter based on dates, your field must be the associated date type.
Create a DataTable
There are two ways to create a DataTable: Create an empty data table and populate the data later, or use a Data Shuttle workflow.
Option 1: Create an empty DataTable
Using this method, you create an empty DataTable and then use a Data Shuttle workflow to populate the data. Creating the DataTable first gives you more data formatting options at setup.
On the left navigation bar, select Browse > DataTables.
On the top-right corner of the DataTables screen, select Create, then select Create a blank DataTable.
Follow the instructions on your screen.
You can edit the DataTable schema on the setting page. Be aware changes can affect your sheet connections and Data Shuttle workflows.
Option 2: Create a new DataTable and Data Shuttle workflow
The import wizard autodetects the source files column heading and maps the headers to your DataTable schema.
This method doesn't support advanced date format options. The Data Shuttle workflow option only detects the standard ISO format YYYY-MM-DD HH:MM:SS. If your source file contains a different format, use option one above.
On the left navigation bar, select Browse > DataTables.
On the top-right corner of the DataTables screen, select Create, then choose from the following:
OneDrive
Google Drive
Box
Smartsheet attachment
Follow the instructions on your screen.
Import data into a DataTable
Once you have a created DataTable, you can create DataShuttle workflows to populate the DataTable with additional data.
You can create multiple workflows for a single DataTable. You should use the same unique identifier to prevent the addition of duplicates and empty fields on subsequent workflow runs. Learn more about DataShuttle.
The DataShuttle to DataTable features vary slightly, and we don't yet allow data to be deleted on import.
- Log into datashuttle.smartsheet.com.
- Select the plus icon in the left navigation bar.
- Select Upload Data and follow the instructions on your screen.
- For Target (step 2), select DataTable and proceed with the setup.
Make sure you've selected field type Number for any numeric data. DataTable doesn’t interpret special characters (currency symbols, commas, percentage signs, etc.) as numeric values. Don't include percent, commas, or currency symbols; instead, format percentages as a decimal value (for example, 0.5 instead of 50%).
Smartsheet University subscribers can learn this process in the Create and connect a DataTable course.