Edit Excel Sheet
This page describes how to update an existing Excel sheet connection in the Pirivision Compass module via the Edit action.
Use this flow when you need to change the sheet selection, record name, or folder location.
Prerequisite
At least one Excel sheet record must exist in the Compass list. If none, see Excel Sheet Selection first.
1. Find the Record in the Compass List
Click Compass in the left menu. Locate the Excel sheet record you want to edit.
2. Click the Edit Button
Click the Edit button (pencil icon) on the right side of the card.
3. The Excel Screen Opens — Current Sheet Selected
The sheet selection screen opens with the currently selected sheet highlighted.
4. Editable Fields
| Field | Editable? | Notes |
|---|---|---|
| Sheet Selection | ✅ Yes | A different sheet can be selected |
| Record Name | ✅ Yes | In the save panel |
| Description | ✅ Yes | In the save panel |
| Target Folder | ✅ Yes | A different folder can be selected |
| Data Source | ❌ No | Create a new sheet record for a different Excel file |
5. Update the Sheet or Data
To change the sheet: Click the new sheet tab.
To update the Excel data: Open the Excel editor and edit cells. This updates the Excel file in Port; you do not need to re-save the Compass record.
Column Structure Change
If column names or structure in the sheet are changed, the data mapping in Cartography widgets bound to this record may break. Check dependent widgets after updating.
6. Update (Save)
Click Save. Update the necessary fields in the save panel.
Click the Save button at the bottom of the panel.
7. Common Errors
| Error / Symptom | Possible Cause | Solution |
|---|---|---|
"you already have a query named '...'" |
The new name is used by another Compass record | Choose a different name |
| Sheet list is empty | The Excel file was updated but the sheet was deleted | Open the Excel data source in Port and upload the new file |
"update failed: no rows were affected" |
The update did not save | Refresh the page and retry |