Sync data from ThoughtSpot to Excel

ThoughtSpot Sync is not supported for Answers v1 or Liveboards v1. To enable Sync, select the user icon in the upper-right corner of the menu bar, and set Answer experience and Liveboards experience to "New experience".

Use ThoughtSpot Sync to connect ThoughtSpot to your Microsoft account and deliver CSV tables directly to Excel.

Sync to Excel from an Answer

To create a sync to Excel from an Answer, follow these steps:

  1. Select the desired Answer from the Answers tab or the ThoughtSpot homepage. You must have Can manage sync permissions and view access to an Answer to create a sync.

  2. In the upper-right corner of the Answer, select the more options menu icon more options menu icon. From the dropdown menu, select Sync to Excel.

  3. If this is the first sync you have created for Excel, a pop-up authorization window appears. To give ThoughtSpot permission to send data to your Microsoft Excel account, enter your sign-in credentials. Microsoft will ask for a one-time password from your authenticator app.

    Granting Microsoft permission allows ThoughtSpot to edit or create files in Microsoft, but does not permit file deletion.

  4. Within ThoughtSpot, fill in the following parameters:

    • Edit the Pipeline name if needed. By default, this field populates with PL-[Answer Name].

    • If you have more than one Microsoft destination set up, then the Destination field appears, and you must select a Microsoft destination from the dropdown menu available. However, if no destinations have been set up before or if you have only one Microsoft destination, the Destination field does not appear.

    • Select Workbook name from the dropdown menu.

    • Select Worksheet name from the dropdown menu.

    • Enter the Cell number in A1 format.

      Sync to Microsoft Excel fields

  5. By default, Sync on save is selected. Select Save to send your data to Excel. Your data immediately appears in the Sheet you specified.

  6. [Optional] To set up a repeated sync, click Schedule your sync and select your timezone. From the options provided, choose whether the sync will occur every:

    • n minutes. You can choose to schedule a sync every 5, 10, 15, 20, 30, or 45 minutes.

    • n hours.

    • n days at a selected time. Note that you can choose not to send an update on weekends.

    • week at a selected time and day.

    • n months at a selected time and date.

Any sync over 50,000 rows may result in an execution timeout. For optimal performance, keep your sync to below 50,000 rows. If you’re syncing a large number of rows and the sync fails, try applying filters like date filters to make your dataset smaller and then sync.

Sync to Excel from a Custom SQL View

To sync to Excel from a custom SQL view, follow these steps:

  1. Navigate to your SQL view by selecting the Data tab and searching from the Data workspace home page. Select the SQL view name.

  2. In the upper-right corner, select the more options menu icon more options menu icon and select Sync to Sheets.

  3. If this is the first sync you have created for Excel, a pop-up authorization window appears. To give ThoughtSpot permission to send data to your Microsoft Excel account, enter your sign-in credentials. Microsoft will ask for a one-time password from your authenticator app.

  4. Fill in the following parameters:

    • Edit the Pipeline name if needed. By default, this field populates with PL-[Answer Name].

    • If you have more than one Microsoft destination set up, then the Destination field appears, and you must select a Microsoft destination from the dropdown menu available. However, if no destinations have been set up before or if you have only one Microsoft destination, the Destination field does not appear.

    • Select Workbook name from the dropdown menu.

    • Select Worksheet name from the dropdown menu.

    • Enter the Cell number in A1 format.

      Sync to Microsoft Excel fields

  5. By default, Sync on save is selected. Select Save to send your data to Excel. Your data immediately appears in the Sheet you specified.

  6. [Optional] To set up a repeated sync, click Schedule your sync and select your timezone. From the options provided, choose whether the sync will occur every:

    • n minutes. You can choose to schedule a sync every 5, 10, 15, 20, 30, or 45 minutes.

    • n hours.

    • n days at a selected time. Note that you can choose not to send an update on weekends.

    • week at a selected time and day.

    • n months at a selected time and date.

Any sync over 50,000 rows may result in an execution timeout. For optimal performance, keep your sync to below 50,000 rows. If you’re syncing a large number of rows and the sync fails, try applying filters like date filters to make your dataset smaller and then sync.

Sync to Excel from the Data workspace

To create a sync to Excel from the Data workspace, follow these steps:

  1. Select the Data tab.

  2. On the left menu bar, select Sync.

  3. Under the Pipelines tab, select Create new pipeline. Note that if you do not already have a destination created to the intended destination app, you first need to create one in the Destinations tab.

  4. Fill in the following parameters:

    • Edit the Pipeline name if needed. By default, this field populates with PL-[Answer Name].

    • All destinations available appear in the Destination dropdown menu.

    • Select your Source data. Here, you choose an Answer or a custom SQL view to send through sync.

    • Select Workbook name from the dropdown menu.

    • Select Worksheet name from the dropdown menu.

    • Enter the Cell number in A1 format.

      Sync to Microsoft Excel fields

  5. By default, Sync on save is selected. Select Save to send your data to Excel. Your data immediately appears in the Sheet you specified.

  6. [Optional] To set up a repeated sync, click Schedule your sync and select your timezone. From the options provided, choose whether the sync will occur every:

    • n minutes. You can choose to schedule a sync every 5, 10, 15, 20, 30, or 45 minutes.

    • n hours.

    • n days at a selected time. Note that you can choose not to send an update on weekends.

    • week at a selected time and day.

    • n months at a selected time and date.

Any sync over 50,000 rows may result in an execution timeout. For optimal performance, keep your sync to below 50,000 rows. If you’re syncing a large number of rows and the sync fails, try applying filters like date filters to make your dataset smaller and then sync.

Manage pipelines

While you can also manage a pipeline from the Pipelines tab in the Data workspace, accessing the Manage pipelines option from an Answer or view displays all pipelines local to that specific data object. To manage a pipeline from an Answer or view, follow these steps:

  1. Click the more options menu icon more options menu icon and select Manage pipelines.

  2. Scroll to the name of your pipeline from the list that appears. Next to the pipeline name, click the more options icon more options menu icon. From the list that appears, select:

    • Edit to edit the pipeline’s properties. For a pipeline to Excel, you can edit the pipeline name, file name, sheet name, or cell number. Note that you cannot edit the destination or source of a pipeline.

    • Delete to permanently delete the pipeline.

    • Sync now to sync your Answer or view to the designated destination.

    • View run history to see the pipeline’s Activity log in the Data workspace.

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