Tables: The Essentials

Explore and manage your tables as described in the following sections:

See also: About tables

Explore the Data pane

NoteThe Data pane is available in the new editor  only. The Data pane does not appear in the legacy editor.

Go to Data  .

The Data pane is displayed and the first table in the primary navigation is opened in the editor.

Data secondary navigation

As highlighted in the previous figure, you can use the Data pane to:

Explore the Table pane

Go to Data   and select a table in the list.

The Table pane is displayed, as shown:

Tables panel with callouts

As highlighted in the previous figure, you can use the Table pane to:

We've made some improvements to the app editor.
You are opted in to the new editor by default, but you can switch back to the legacy editor at any time.

If you are using the legacy editor

In the title bar, you can click:

  • View Columns to view the table columns (open the Data > Columns tab)
  • View Source to open your spreadsheet in another tab.
  • View Data to open data in the table in another tab - not the original source, but the same information
  • Delete to remove the table from the editor

Manage table by editing the name, modifying Are updates allowed? field, clicking View Columns, View Source, View Data, or Delete

 Add a table

To add a table:

  1. Open the app in the editor.
  2. Go to Data .
    The Data pane opens.
  3. Click + in the top header of the Data pane.
    We've made some improvements to the app editor.
    You are opted in to the new editor by default, but you can switch back to the legacy editor at any time.

    If you are using the legacy navigation

    Go to Data > Tables and click + New Table.  
  4. When prompted, choose your data source.
  5. Navigate to and select the data to be added.

The table is opened in the editor. See Explore the Table pane.

Add multiple tables

You can repeat the steps described in Add a table to add multiple tables.

If you're already using a table source that has multiple worksheets or tabs, AppSheet will suggest some unused worksheets from which to create a new table and additional suggestions in the dialog.

When adding a suggested table, you select a different table source in the drop-down menu, then choose an unused worksheet to create a new table. If you want to add an entirely new table source--a new spreadsheet, for example--just select Browse for new source from the table source drop-down menu. AppSheet will ask you to select a new file; if you have multiple data sources, it will prompt you to select a new data source. You may select the same spreadsheet, or a different one from a different data source.

When you add a new table--or when you're editing an existing table--you can choose how data is accessed in the app. You can allow people to Add, Update, and Delete rows, or any combination of the three.

Configure table settings

To configure a table:

  1. Open the app in the app editor.
  2. Go to Data , select the table you want to configure in the list, and click Table settings Table settings icon in the table header.
    We've made some improvements to the app editor.
    You are opted in to the new editor by default, but you can switch back to the legacy editor at any time.

    If you are using the legacy editor

    Go to Data > Tables and expand the table that you want to configure.

  3. Configure the table settings.
    Setting Description
    Table name Name of the table.
    Are updates allowed?  Control whether app users can add, delete, or edit rows in a table. You can specify combinations of these options for each table. See Control, add, update, and delete operations.
    Source path Path to the data source for the table.
    Worksheet Name/Qualifier Additional qualifier that is used to identify the data source for the table, such as. the name of the worksheet in a spreadsheet.
    Data source

    Name of the data source for the table.

    Optionally, you can copy the data to another data source:

    1. Click Copy Data to New Source.
    2. Select the data source from the Save data to drop-down.
    3. To include file data, such as images, turn on Include file data.
    4. Click Copy data.

    The data is copied to the new data source. A confirmation dialog is displayed that provides the source path.

    Source Id Provider-specific path to the table data. This information is not visible to the app user.
    Store for image and file capture

    Storage location where images and files that are captured by the app are stored.

    By default, they are stored in the cloud file system associated with the app owner's account. Alternatively, you can use an object store.  For more information, see 

    Filter out all existing rows? Turn on to capture new data (that is, allow adds) in forms but do not show any existing data.
    Security filter

    Define a security filter condition to restrict the rows that are displayed in the table. For example, to display only items assigned to the current user: [AssignedTo]=USEREMAIL() 

    While security filters are primarily meant to be a security feature, they can also be used as a scalability feature, as described in Scale using security filters

    Access mode Select the credentials to use when accessing the spreadsheet. Valid values are as app creator or as app user. See Set access mode as app creator or app user.
    Shared? Turn on to share the table with all app users. Before turning off this setting, see Private tables.
    Partitioned across many files/sources? Partition (or divide) the rows of the table into multiple table sources. See Scale using data partitions.
    Partitioned across many worksheets? Partition (or divide) the rows of the table across multiple worksheets. See Scale using data partitions.
    Data locale Locale used to read the table. For guidance on setting this value, see Locale support in AppSheet.
    Descriptive comments Description of the table.

     

  4. Save the app by selecting one of the following:
    • Save - Save the app.
    • Save & verify data - Save the app and verify that it is runnable based on external dependencies.

Preview the data in a table

To preview the data in a table:

  1. Open the app in the app editor.
  2. Go to Data  .
  3. Select the table in the list that you want to preview.
  4. Select More > Preview data in the table header.

A separate tab is opened with a preview of the data. Select the number of rows you'd like to show in the drop-down.

We've made some improvements to the app editor.
You are opted in to the new editor by default, but you can switch back to the legacy editor at any time.

If you are using the legacy editor

To preview the data in a table:

  1. Open the app in the app editor.
  2. Go to Data > Tables.
  3. Expand the table that you want to preview.
  4. Click View Data in the table header.

A separate tab is opened with a preview of the data. Select the number of rows you'd like to show in the drop-down.

 Create a report for a table in Looker Studio

To create a report for a table in Looker Studio:

  1. Open the app in the app editor.
  2. Go to Data  .
  3. Select the table in the list that you want to preview.
  4. Select More > Create report  in the table header.

Looker Studio is opened in a separate tab with the generated report. See also Visualize your app data using Looker Studio.

Rename a table

 To rename a table:

  1.  Open the app in the app editor.
  2. Go to Data  .
  3. Position your cursor over the data in the Data panel and select More > Rename.
    Alternatively, you can double-click on the name in the Data panel.
  4.  Edit the name and press Enter.
  5. Save the app by selecting one of the following:
    • Save - Save the app.
    • Save & verify data - Save the app and verify that it is runnable based on external dependencies.
We've made some improvements to the app editor.
You are opted in to the new editor by default, but you can switch back to the legacy editor at any time.

If you are using the legacy editor

 To rename data:

  1.  Open the app in the app editor.
  2. Go to Data.
  3. Expand the data you want to rename.
  4. Edit the Table name field.
  5. Save the app by selecting one of the following:
    • Save - Save the app.
    • Save & verify data - Save the app and verify that it is runnable based on external dependencies.

Delete a table

To delete a table:

  1. Open the app in the app editor.
  2. Go to Data  .
  3. Do one of the following:
    • Position your cursor over the data in the Data pane and select More > Delete.
    • Select a table in the list and select More > Delete in the table header.
  4. Save the app by selecting one of the following:
    • Save - Save the app.
    • Save & verify data - Save the app and verify that it is runnable based on external dependencies.
We've made some improvements to the app editor.
You are opted in to the new editor by default, but you can switch back to the legacy editor at any time.

If you are using the legacy editor

To delete a table:

  1. Open the app in the app editor.
  2. Go to Data > Tables.
  3. Expand the table that you want to delete.
  4. Click Delete in the table header.
  5. Save the app by selecting one of the following:
    • Save - Save the app.
    • Save & verify data - Save the app and verify that it is runnable based on external dependencies.

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