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Editing a Dashboard

Learn how to label and arrange items in a Dashboard

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over 2 weeks ago

After creating a Sheetgo Dashboard you can see all the relevant data from your workflow in a single page.

You can also edit, re-arrange, and add sections to group information, add context, and make data easier to read.

To prevent data loss or overwriting, Sheetgo has an edit-locking system that restricts editing to a single user at a time. While a person is editing the team can see what changes are being made with real-time visibility.

Edit

Editing dashboards is easy. First, open the desired workflow, and the dashboard will be pinned on the tab bar.

Once in your dashboard, click Edit on the top right.

Rename items and add descriptions

Edit mode lets you change how data is presented. You can start by renaming each item by clicking the namespace. Just below the name, you can add descriptions to provide more context. These can be either static or dynamic text fetched from a Google Sheets.

Write a static comment

Clicking the text box for the descriptions will launch the text editor to write and format the message.

Writing a static comment enables you to:

  • Change style.

  • Format text as bold, italic, or underlined.

  • Insert code snippets.

  • Add links.

  • Include images.

  • Align text.

  • Add bullet-points.

Additionally, you can turn on Display comment date to show the last person who edited this field and when they did it.

Get text dynamically from a spreadsheet

You can fetch text from a spreadsheet to make sure you always have the latest information without doing extra work.

  1. In the text editor, select Get dynamically from a spreadsheet.

  2. Choose to select a cell as a Data range or a Named range.

  3. Select the tab. (If no tabs are shown press the "reload" icon on the right)

  4. Choose the range.

Add a section

At the top right corner of each box you can find three icons, the first one lets you add a section to your dashboard.

Sections divide your dashboard, they include a title and a description. Using sections can ensure data is properly organized and visually clear.

Resize

The arrow icon resizes and moves items. Clicking it toggles between 100%, 75% or 50% of Dashboard width. Dragging and dropping it moves the item around in your dashboard.

Remove

To remove an item, click the trash icon. You will need to confirm this action by clicking Remove.

After making all the necessary changes and updates to your dashboard, click Done to save them.


Editing a Data Table in the Dashboard

What is a Data Table?

A data table is a dashboard item that displays rows and columns of data pulled directly from a Google Sheet. It’s useful for presenting structured information—such as lists, records, reports, or transactional data—in a clean, scrollable, and interactive format.

Data tables let you show a specific part of your sheet inside the dashboard without giving access to the original spreadsheet, keeping your data secure while still making it visible.

How to access the Data Table settings

You can edit a data table directly from the dashboard.

  1. Open your dashboard in your workflow.

  2. In the data table, click the three dots (⋮) located in the upper-right corner.

  3. Select Settings from the menu.

This will open the Data Table settings popup, as shown in the example below.

The following are the options you will find in the Data Table Settings:

  • Data range — Select a sheet tab and manually enter a cell range (e.g., A1:D).

    • Tab name — Dropdown list showing all tabs available in the connected spreadsheet.

    • Range Field — Field to type the exact cell range you want to display. The range must form a valid grid.

  • Named range — Use a named range instead of a Data Range.

  • Enable pagination — Pagination helps you split long tables into pages. Instead of scrolling through one long list of rows, the data table is divided into multiple pages.

    • Rows per page — Choose how many rows appear at one page (e.g., 4).

  • Enable column sorting — Allows users to sort data by clicking column headers within the Data Table.

  • Enable filters — Allows users to add filter dropdowns to each column.

  • Once you're done updating the table:

    • Click Save to apply your changes.

    • Click Close to exit without saving.

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