Your owner pack or month-end report already exists in Excel, built with the exact layout, formatting, and inputs your property needs. Every period, you pull the latest numbers from Insights, paste them in, and rebuild the parts that changed. You can now bring that same file into an Insights workbook as a spreadsheet tab, keep it exactly as formatted, and connect the sheets that came from Insights to your live queries, so you only paste in what still needs it.
What's New
- Spreadsheet tabs are now available inside any Insights workbook, alongside your existing query and dashboard tabs, and support importing your existing Excel files with layout, formatting, and formulas preserved
- Connect any sheet to a workbook query as a protected, auto-updating sheet: once it's hooked up, that sheet refreshes on its own whenever the query does
- Reference connected data across sheets using standard formulas and cell references, like ='''Segment Performance'''!B2or=XLOOKUP(...)
- Keep your custom inputs exactly as they are: commission rates, rate assumptions, owner targets, or any other figure your template needs you to enter by hand
- Full formatting control: currency, percentages, conditional formatting, merged cells, borders, so the report looks the way it always has
- Display a spreadsheet tab on a dashboard, read-only by default, with the option to unlock specific cells so viewers can adjust an input and see the result update live
- Export the full spreadsheet to XLSX, formatting and formulas intact, whenever you need to distribute it outside Insights
- Want to lock in a set of values at a point in time instead of letting them keep updating? Copy and paste the tab, the same way you would in Excel. That copy stays frozen while your live sheet keeps moving forward
Why It Matters
This isn't about building new reports from scratch. It's about the report or tracker you already have, the one with the layout your GM or owners expect, the inputs your property has always tracked by hand. Bring it in as-is, connect the pieces that came from Insights to live queries, and stop re-pasting them every period. Anything you still want to enter manually, you still can, exactly as before, just less of it.
A Note on Limitations
Data you type or paste into a spreadsheet tab lives only within that tab. It can't be queried or referenced elsewhere in Insights, and it doesn't feed back into other dashboards or query tabs. Spreadsheet tabs also don't support in-sheet pivot tables or charts. For those, build in a query tab and reference the results.
For full details, including how to connect queries, use formulas, and configure dashboard behavior, read our help desk article: Spreadsheet Tabs in Insights
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