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Tables

Keep rows of data in typed grids that you and the assistant can both read and change.

Use a table for anything that belongs in rows and columns: an asset register, expenses, meter readings, a parts list.

Make a table

  1. Open Tables and click New table.
  2. Add columns with + at the end of the header row. Set each column’s name and type (text, number, currency, date, select, formula and more) from its header menu.
  3. Click Add row and type into the grid.
  4. Click Commit to publish your edits and index the table.

Edits sit in a draft until you commit. Discard throws the draft away.

To start from a spreadsheet, click Import on a table and choose an .xlsx or .csv file. Each sheet becomes a tab. A spreadsheet uploaded to Files also becomes a table.

Tabs, totals and formulas

  • Tabs: a table can hold several tabs, like sheets in a workbook. Add one with + on the tab bar.
  • Totals: pick a total (sum, average and so on) from a column’s header menu. It shows in the footer.
  • Formulas: a formula column works on the same row, with column names in braces. For example {Qty} * {Price} or IF({Paid}, 0, {Due}). Join text with CONCAT, not +.
  • Reference columns: ask the assistant to link a column to a column in another tab. Its cells then offer that column’s values as a dropdown.

Ask the assistant

The assistant answers from the rows themselves, so a question with a definite answer gets a definite number.

  • “How much did I spend on diesel last quarter?”
  • “Which assets have no service date?”
  • “Add a row to the maintenance table: pump 3, serviced today, 2 400.”
  • “Turn the spreadsheet I just sent into a table.”

Its row changes land in the draft like yours. Check them, then commit.

Share and download

  • Access sets who can read the table. The levels are the same as for pages.
  • Download exports Excel, a Markdown table or CSV.

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