SecureSheet Help

When end users are inputting data into SecureSheet after go-live, there are different ways to manage updates to your active SecureSheet based on the data management scenarios that may arise:

• Make a formula change to an entire column(s):

1. Put the SecureSheet on Maintenance Lock and export the SecureSheet using the Import/Export tool
2. Update the formula in Excel
3. Import the formula update using the Import/Export tool, importing the Values and Formulas properties
4. Take the SecureSheet off Maintenance Lock

• Update values in a column(s) that impacts all or many of the rows in SecureSheet (1,000 rows or more):

1. Set up a view to copy/paste values into
2. Use the Import Values by View tool to import updates

• Update values in a column(s) in a small subset of data (less than 1,000 rows) using one of these approaches:
• Copy/paste into a column or range of columns
• Create a view to copy/paste values into that includes just the columns you need to work with (hide all columns you don't need)
• Use the All Data (Edit) or Administration view to make value updates to any value-based column which will be visible immediately after you click Save Changes
• Update Named Ranges, Cell Formatting, Merged Cells, Column Widths, Data Validations, and Conditional Formats:
• May be done online while SecureSheet is live (in the Active section of your site) and end users are accessing it
• Follow the links to the applicable instructions
• Insert a column(s) in your existing SecureSheet structure:

1. Put the SecureSheet on Maintenance Lock
2. Insert a column in the existing SecureSheet structure online
3. Export Values/Formulas/Formats from SecureSheet using the Import/Export tool
4. Add formula/data values into the newly inserted column
5. Import the change using the Import/Export tool, importing the Values, Formulas and Formats properties
6. Update the newly inserted column setting in each view to locked, unlocked, or hidden
7. Protect the header cells for the newly inserted columns (you will see the beveled edge around them if they are not protected)
8. Take the SecureSheet off Maintenance Lock

CAUTION:  If you have a structural change to your column order, ensure that the structural change is made in SecureSheet first and before you try to import that change. This will preserve all of the existing column settings in all of the defined views. 

• Insert an additional tab to your existing SecureSheet structure (e.g., for summary information):

1. Insert an additional tab online
2. Change the tab name - this must be the same tab name as the Excel file that you will be importing to SecureSheet
3. Import the contents of the additional tab
4. Create views over the additional tab as needed
5. Share other administrators or end users to the new tab as needed

• Add additional rows to your SecureSheet:
• Use the Add Rows view to add any incremental employees to the data set after go-live. 
• The row count on imported files must stay the same throughout a cycle to preserve cell history. Do not export, add additional rows and import a different row count than you exported; if you do, you will lose cell history.
• Immediately lock out all end users from making updates in SecureSheet:
• Select Lock the SecureSheet from the Admin Tasks dropdown. End users will not be able to save updates.
• When ready for users to continue with udpate access, select Unlock the SecureSheet from the Admin Tasks dropdown.

If you have questions about the best approach or tool to use to update your SecureSheet (while preserving your audit history and aiming for minimal maintenance time), contact the SecureSheet Support Team.