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This Help Article appears in the Integrations and Add-ons learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Integrations and Add-ons learning track. Get the most out of this learning track by starting at the beginning.
You must be an admin or owner of the sheet to use DataTable.
When you connect a sheet to a DataTable, the data is automatically synced from the DataTable into the sheet. This means that any sheets that are connected to a DataTable are kept in sync with your source of truth.
To use DataTable, you must:
- Be a Licensed User
- Have Owner or Admin permissions on any DataTable connected sheets
- Have DataTable permissions enabled in User Management by a Smartsheet System Admin
There are two ways to connect a sheet to a DataTable:
Add and update mode: This connection type pulls subsets of the data into a sheet from a DataTable. You can use filter criteria to narrow down the subset of data, map the DataTable data into the sheet columns, and control how changes to the DataTable are applied to the sheet. Use add, update, and remove options to ensure your sheet matches the filter criteria defined in the connection. You can count on your sheet being up-to-date with the latest data from a DataTable.
This method does not sync changes made in the sheet back to the DataTable.
Lookup mode: This connection type merges data from a DataTable into a sheet based on a unique identifier,
similar to a VLOOKUP You will select a unique identifier to look up values in the DataTable, and choose which sheet columns to map back to the DataTable. This method allows you to use a DataTable as a reference for processes running in a sheet.
The connection will overwrite changes made in the sheet for any mapped columns. Lock your mapped columns to prevent this from happening.
This method does not sync changes in the sheet back to the DataTable
Filter the data you will sync from the DataTable into your sheet. Your sheet is limited to 500,000 cells of data and 20,000 rows, while the DataTable will likely have significantly more data.
You must have at least one filter criterion; you can add up to ten filter criteria to your connection. You can filter your data using various filter criteria depending on the field type.
You can set the connection to:
Leave these settings in their default state (add and update rows) unless you only want updates or new rows added.
To revise your connection settings, click Back (or the step on the left menu).
Click Done if you’re satisfied with the way the connection is configured.
Select a unique identifier to match rows in your sheet to records in the DataTable.
Be sure to select a DataTable field that contains unique values. This is typically a string of numbers and letters that comes with the dataset, such as a store code, employee email address, or database record ID.
If the DataTable has records with multiple matching unique identifier values, the connection will use the data from the first record it finds. In most cases, this will be the lowest DataTable record ID.
On the left are DataTable fields, and on the right, sheet columns.
To map data from the DataTable into a Sheet:
To revise your settings, select the item you want to revise from the left menu, or click Back to make more changes.
Select Done to complete the connection.