Creating worksheets

Create a worksheet

To create a new worksheet, follow these steps:

  1. Select Data, on the top navigation bar.

  2. Select the + Create new button in the side navigation bar.

  3. Select Worksheet.

  4. Add sources and columns.

Add sources and columns to a worksheet

After creating a worksheet, you need to add the sources that contain the data. A source is another name for a table. The sources you choose are typically related to one another by foreign keys.

To add sources to your worksheet, follow these steps. The worksheet creation UI also guides you through the process.

  1. Select the + icon next to Sources.

    Add sources to your worksheet
  2. Check the box next to each of the sources you want to include in the worksheet. You can search for specific Views, imported data, or tables. You can also select every data source that has a specific tag, like Retail.

    Note that the list of sources only shows the data sources on which you have view or edit privileges.

    Choose sources
  3. Choose the worksheet join rule. Either apply joins progressively or apply all joins. Applying joins progressively speeds up performance.

  4. If you want to disable Row Level Security for this worksheet, check the checkbox to disable it.

  5. Select CLOSE to save your changes.

  6. Expand the table names under Sources and select the columns to add to the worksheet, by doing any of the following:

    • To add all of the columns from a table, click the table name and select + Add Columns.

    • To add a single column, double-click its name.

    • To add multiple columns, control-click each column you want to add and select + Add Columns.

      Note that after you add a column, non-related tables (those without a primary/foreign key relationship) become hidden. If you are working with two tables that should be related, but are not, you can add a relationship between them.

    ThoughtSpot supports role-playing dimensions, or multiple join paths, for worksheets. For example, you may have a fact table joined to a dimension table more than once. When adding attribute columns from that dimension table to your worksheet, ThoughtSpot prompts you to choose which join path you would like to use for that column. To use role-playing dimensions, select that attribute again, modify the name, and choose the other join path when ThoughtSpot prompts you to select one. For more information, see Model role playing dimensions.
  7. (Optional) Modify the join types within the worksheet.

  8. (Optional) Create a formula in a worksheet.

  9. (Optional) Create worksheet filters.

  10. Click the More menu icon more options menu icon, and select Save.

  11. In the Save Worksheet window, enter a name and description for your worksheet and select SAVE.

  12. (Optional) Select each column name and enter a more user-friendly name for searching. You can tab through the list of columns to rename them quickly. ThoughtSpot automatically optimizes column names to make searching easier. When you add a column to a worksheet, ThoughtSpot automatically converts it to title case, and replaces any underscores with spaces. For example, customer_age automatically becomes Customer Age.

  13. (Optional) If you want to add a prefix to the name of several columns, select them, select the Add prefix button, and type in the prefix.

    Add a prefix to column names
  14. Click the More menu icon more options menu icon, and select Save.

  15. The Worksheet details page appears. Review your Worksheet, and make any additional changes you would like. Note that if any of your columns contain aggregate formulas, or if your Worksheet contains a chasm or fan trap, ThoughtSpot does not show data samples.

  16. Share your worksheet, if you want other people to be able to use it.

Where to go next

  • How the worksheet join rule works
    Use the worksheet join rule to specify when to apply joins when a search is done on a worksheet. You can either apply joins progressively, as each search term is added (recommended), or apply all joins to every search.