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Sourcetable’s interface combines a familiar spreadsheet layout with an AI assistant panel and data connection tools.

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Main areas

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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

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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

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AI chat panel

Press Cmd+\ (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

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Command bar

Press Cmd+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

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Data sidebar

The right sidebar provides access to your data and settings. Open it with Cmd+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

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Keyboard shortcuts

Sourcetable supports 60+ keyboard shortcuts for navigation, editing, formatting, and AI features. Press Cmd+/ (Mac) or Ctrl+/ (Windows) to view all available shortcuts. See the full list in the keyboard shortcuts reference.