Edit or rename worksheets

Anyone with the proper permissions can edit 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.

Alternatively, you can export a worksheet as a flat file in TML, ThoughtSpot’s Modeling Language, edit the file, and import the file to the same or another cluster. See Migrate or restore objects.

Editing 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.

Renaming 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.

Making 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.

To make a copy of a worksheet:

  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 Data page, your new worksheet name appears in the list.