Edit or rename a Worksheet

If you created a Worksheet, or you have edit permissions on it, you can make changes such as adding sources and columns, adding or editing formulas, changing relationships, and changing column names. You can also rename a Worksheet or change its description.

Edit a Worksheet

To edit a Worksheet:

  1. Select Data on the top navigation bar.

  2. Select the name of the Worksheet you want to edit.

  3. Select the Edit button in the upper-right side of the screen.

  4. Make your changes to the Worksheet.

  5. Select Save changes.

Rename a Worksheet or table

You can change a Worksheet or table name from the ThoughtSpot application.

To change the name of a Worksheet or table:

  1. Select Data, on the top navigation bar.

  2. Find the Worksheet or table you want to rename and select its name.

  3. Select the current name, and enter a new name.

Make a copy of a Worksheet

You can create a copy of a Worksheet, if you would like to make edits without changing the original Worksheet. When saving, you can type in a different name for your copy.

  1. Select Data, on the top navigation bar.

  2. On the Worksheet list page, select the Worksheet you would like to edit a copy of.

  3. Open the More menu icon more options menu icon and select Make a copy.

    The make a copy dialog appears.

  4. Change the name and description, as needed, and select Save.

    When you navigate back to the Worksheet page, your new Worksheet name appears in the list.