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
- Open Tables and click New table.
- 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.
- Click Add row and type into the grid.
- 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}orIF({Paid}, 0, {Due}). Join text withCONCAT, 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.
Next
- Tasks and events
- Screen help: Tables, Formulas