Rows offers multiple ways to make your spreadsheet work smart. Most of them leverage data integrations with external tools like Facebook or Google Analytics to retrieve specific data points and plug them dynamically into the spreadsheet. Once one of those integrations is connected, then you can create dynamic Data Tables with custom layouts and automated refreshes. This is the first step towards richer and more effective reports.
Data Table Example
Let’s add a Data Table from scratch:
Try it yourself
- Click the Data Actions button in the toolbar.
- In the side panel (Data Wizard), search for Company Finder, our proprietary integration that fetches data from Companies such as the domain, LinkedIn URL, or employees size.
- In the list available, select Search for companies, our proprietary function that allows you to search for companies based on size, industry, and location.
- Now, it’s time to define the data you are looking for. In the Data Wizard, fill in all required fields and the optional ones to customize the result. For example, set the employees input field of the Search for companies Action to "<1000".
Connect the integration
Once you get the hang of Data Actions, you'll want to know how to work with your newly-acquired data and display it in a nice new table.
That's where Data Tables come in. Unlike normal tables (where you type or paste in the data by hand) Data Tables are dynamically created based on data retrieved from an Action. You just have to tell Rows what columns it should display.
Inserting Data Tables
You can create Data Tables in two ways:
- Data Actions: In the toolbar, click the Data Actions button and follow along the options available under Import data from....
- Insert menu
Send data to an integration
Now, to create a Data Table from scratch, follow these steps:
- Click on the Insert menu option, then navigate to Data Table > Select Source.
- Under Import data, select the integration from where you'd wish to get the data from.
- Choose the appropriate options from the configuration flow and then click Create Data Table.
Configure the options for the Data Table:
Option Use To Automation Define whether and when the table should refresh. - The default option does not update the table automatically. The table will need to be refreshed manually.
Columns & Layout Select the attributes that you want to see such as "company size" or "location". - This adds table headers for the attributes as well as the data itself.
Sort & Filter Source Select the attributes that you want to sort or filter the Data Table from. - You can also limit the manimum number of results you'd wish to see on the Data Table too.
To create a Data Table from the result of a function, follow these steps:
Therefore, the first prerequisite step is to insert an integration function such as SEARCH_COMPANIES
or GET_PAGE_METRICS_LINKEDIN
.
- In the
{data}
cell, click the Cell Actions button and in the drop-down menu that appears, select More > Create Data Table. - From now on, everything else is the same. Click the Build Table with all Data after configuring the panel.
Editing Data Tables
You can adjust the structure and behavior of a Data Table after you've created it. For example, here's a short walkthrough where we change the columns from the previous example.
There's also an easy way to delete the data table or update the source data.
Editing a Data Table
To edit a data table, follow these steps
- Go to the Data Tables you have created.
- Depending on how you've created the Data Table, you'll either see an integration logo or the Data Table symbol from table options. Click that —
Select from any of the options: Source, Automation, Columns & Layout or Sort & Filter Source and make the necessary changes.
💡 To reorder the Table Columns grab a field name and drag it to wherever you desired to.
Deleting a Data Table
To delete a data table:
- In the '…' menu on the top right corner of the table, click Delete.
Adding columns to a Data Table
You might want to add one or more columns to your Data Table to transform or enrich the data in it. You can do so by:
Managing Columns & Layout
- Edit Data Table > Columns & Layout > Add new column
- Select the source of data
- Choose the columns you'd wish to add
Adding a Formula Column
The formula column will automatically apply the given formula to each row of data (even new rows added). Similarly to how the AUTOFILL()
function would work in a standard column but inherently for data tables.
Adding a Standard Column
To add a standard column, you'll need to ensure that the table is set to Log data (i.e. update) as opposed to Replace (i.e. overwrite) content.
Here's how you can add a standard column —
Choose Update method to make columns persist
update
method.