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Work with tables

Use Tables for structured information: inventories, lightweight databases, trackers, registers, and repeatable lists.

Open Tables​

From the portal, click More → Tables.

Tables app

This existing demo screenshot shows Tables before the portal navigation was reorganized. Use the current More → Tables path described above.

Open or create a table document​

On the Tables home page:

  • Use the Recent, Pinned, and All tabs, or All Documents in the sidebar, to find an existing table document.
  • Choose Blank document to start with an empty table.
  • Choose Import file to start from a supported file on your device.
  • The Add New menu offers the same create and import actions.

Use Tables when every row represents the same type of thing. Use a document when the information is mostly prose.

Add records​

  1. Open the table.
  2. Enter data in the blank row at the bottom of the grid, or use Add record in a card view.
  3. Fill each column.
  4. Use consistent values for status, owner, dates, and categories.

Consistent values make filtering and sorting useful later.

Add or change a column​

Use Add column to create a field. Choose an appropriate type, such as text, number, date, choice, or attachment. Open a column's menu and use Column Options to change its name, type, formula, or display settings.

Filter and sort​

Open a column menu and choose Filter Data, or use Sort and filter for several columns. Sorting can compare dates, owners, priorities, or names.

Filters hide records that do not match; they do not delete them. Before changing many rows, review active filters so you do not accidentally miss hidden records.