Sheetloom's latest feature, Data Explorer, allows you to create real-time pivot tables directly from your uploaded CSV files — with no manual setup required. This guide will walk you through the process of uploading your data, creating a pivot table, and exploring your data.
What is Data Explorer?
Data Explorer is an interactive pivot table environment built into Sheetloom. You can open it from the navigation bar to get a blank slate where you can upload and explore your own files independently. It supports multiple file formats:
- CSV (
.csv) - Parquet (
.parquet) - JSON (
.json) - DuckDB (
.duckdb)
This makes it a great sandbox for testing and exploring your data before uploading anything to Sheetloom proper.
When used with Sheetloom integration, Data Explorer goes further — it automatically generates pivot tables for you when you upload CSV files, and refreshes them when you append additional CSVs.
Uploading a CSV File
Step 1: Upload Your CSV
Navigate to the CSV page and select the upload button. Select your chosen CSV file. Click Show Advanced Options to access additional settings.
Give your table a name (in this example, demotest) and ensure the "Create DuckDB file for pivot table access" checkbox is ticked — this is off by default.
The Destination View options controls who can access the data. The options are:
- Team View - The data will be available to all members of your team.
- User View - The data will only be available to you.
Step 2: Open Data Explorer
Once your file is uploaded, open demotest and click the "Pivot Table" button at the top of the page. This launches Data Explorer.
Step 3: Load Your Table
In the Datasources tab, you'll see your table has been preloaded. Click the plus icon to expand it — you'll see two options: Download and Open. Click Open to load the table.
The Attributes tab will open, with all your available columns listed on the left hand side of the screen.
Exploring Your Data
From the Attributes tab you can pivot and browse your data freely. For example:
- Drag Account Name to Rows (or click the Rows button)
- Drag Debit, Credit, and Ending Balance to Cells to create sum aggregations
If you need a different aggregation (AVG, MAX, etc.), expand the column on the left and open Statistics to select your preferred function.
To verify your row count, click Quick Query…, select Clear All, then drag Count to Cells. You'll see the total number of rows in your dataset.
Appending Additional CSV Files
One of the most powerful aspects of Data Explorer is how it handles appended data. Navigate back to the CSV page and upload a second CSV to append to your existing table.
Once uploaded, you'll see the DuckDB file regenerate automatically — combining all CSVs into a single unified pivot table.
Open Data Explorer again via the Pivot Table button, load the table, and drag Count to Cells. You'll now see the combined row count from both files, confirming all your data is available in one place.
Video Tutorial
Summary
Sheetloom Data Explorer makes pivot table analysis effortless:
- Upload CSVs and instantly get a live pivot table
- Append more data and watch the pivot table refresh automatically
- Explore with full aggregation controls — SUM, AVG, MAX, and more
- Works with CSV, Parquet, JSON, and DuckDB files
For more information or support, please refer to the Sheetloom documentation.