Sourcetable’s interface combines a familiar spreadsheet layout with an AI assistant panel and data connection tools.Documentation Index
Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Main areas
Toolbar
The toolbar at the top provides quick access to formatting options, formula tools, and actions. Key elements include:- Formula bar (Fx) — view and edit the formula or value in the selected cell
- Format controls — bold, italic, underline, text color, background color, borders, number formats
- Insert — add rows, columns, charts, and pivot tables
- Actions — open the command bar for AI-powered quick actions
Spreadsheet grid
The main workspace where you enter, view, and manipulate data. It supports:- Multiple sheets via the tab strip at the bottom
- Freeze panes for rows and columns
- Cell selection with keyboard and mouse
- Drag-to-fill for patterns and sequences
- Right-click context menus for common operations
AI chat panel
PressCmd+\ (Mac) or Ctrl+\ (Windows) to toggle the AI assistant panel. The chat panel includes:
- Thread history — access previous conversations in the sidebar
- Mode selector — choose a specialized mode like Calculate, Formula, Chart, Query, Modify, Generate, Analyze, or EDA
- Scope selector — control which data the AI can see (current sheet, specific range, or connected data sources)
- Voice input — click the microphone button to speak your request
- File upload — attach files directly in the chat for analysis
Command bar
PressCmd+K (Mac) or Ctrl+K (Windows) to open the command bar. This provides instant access to AI-powered actions without opening the full chat panel:
- Clean data
- Remove duplicates
- Generate or fix formulas
- Summarize data
- Autofill cells
- Sort, filter, and format
Data sidebar
The right sidebar provides access to your data and settings. Open it withCmd+Shift+\ (Mac) or Ctrl+Shift+\ (Windows), or click the sidebar icon in the toolbar.
- Workbooks — navigate between your workbooks
- Data library — saved queries and data sources
- Connectors — manage your connected databases and APIs
- Settings — account, organization, and workbook settings
Keyboard shortcuts
Sourcetable supports 60+ keyboard shortcuts for navigation, editing, formatting, and AI features. PressCmd+/ (Mac) or Ctrl+/ (Windows) to view all available shortcuts.
See the full list in the keyboard shortcuts reference.