Shared Data Sources

The Data Sources feature lets data teams share queries with teammates as dynamic data sources that can be refreshed or scheduled to update automatically. This is an easy way to give less technical users one-click access to live updating data and makes it easy to get teams using governed "source of truth" datasets.

How to share queries as data sources

  1. Connect to your data source. Here are instructions for connecting to Postgres, Snowflake, Databricks, and Redshift. Note, we do not yet support Shared Data Sources for oAuth connections.

  2. Write your query and click Run. Your data will import into your workbook as a connected table. connect spreadsheet to snowflake

  3. When ready to share, click the three dots in the top right of the window and select Publish as data source. publish query as data source

  4. Select Create new source and click Continue to set up your data source: connect spreadsheet to snowflake Review the query details and click Continue. connect spreadsheet to snowflake Give your data source a name and description. connect spreadsheet to snowflake Review the connection details and click Continue to create your data source. connect spreadsheet to snowflake

  5. Click Share data source and enter the email addresses you'd like to share with. connect spreadsheet to snowflake

  6. The Data Source will now be accessible to both you as the owner and to all users you share it with. Data sources can be accessed in two places:

    • Access in any workbook by clicking the Data icon in the top right of the workbook and then selecting Data sources connect spreadsheet to snowflake

    • Access in your Account Home under Shared data sources or by clicking Data in the left sidebar. access shared data sources in account

  7. Click on the data source tile to create a new workbook from that data source create new spreadsheet from dynamic data source

  8. The new workbook will contain a connected table that is a live connection to the data source. Double click in the table to re-run the query or view source details. spreadsheet connected to data source

  9. Click Run query to update with the latest data or click View settings to schedule automated data refresh. schedule automated data updates in sheet

Note: This feature is only available on Business and Enterprise plans. If you'd like a demo of the Data Sources feature, you can schedule a demo here.

Using query variables in data sources

When creating a Data Source, you can optionally create query variables to make it easier to filter data before importing to your sheet. Here's how:

  1. When creating your data source, click + Create variable. Name your variable, select your variable type, optionally assign a default value, and click Create. Variables can be text, dates, numbers, or user emails. create query variable for data sources in spreadsheet
  2. Write your SQL query and assign the query variable to the name of the column you want to query using a WHERE clause and double braces (see screenshot below). Hit Run. create query variable for data sources in spreadsheet If it runs successfully, click the three dot icon and select Publish as a data source. incorporate query variable into SQL for data sources in spreadsheet
  3. When you create a new workbook from this data source, you'll be asked to input a value for the query variable and then hit Run query. create spreadsheet from data source with query variable
  4. A new workbook will be created from the data source, filtered based on the query variable. create spreadsheet with query variable
  5. At any time, you can change the value for the query variable and Run query to filter your dataset to the updated query variable value. edit spreadsheet by changing query variable

Video tutorial

Here is a video tutorial of shared data sources and query variables:

Need help?: If you need help setting up Data Sources or have feedback, please contact us.