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Spreadsheet

This guide explains how to add a spreadsheet to Brightspot. Spreadsheets are effective for sharing data-heavy assets, like ones that include figures detailing a company’s recent financial performance. These are just examples, and your use cases for these asset types may vary greatly.

You can add the following file types of spreadsheets:

  • .csv
  • .xls
  • .xlsx
  • .ods
  • .numbers
note

Whether or not a file renders on your site depends ultimately on the browser and browser version that the user has. If running into trouble, Brightspot suggests converting the file to one of the types listed above.

For a wire frame example of what this content type can look like on your site, see Spreadsheet design.

tip

Before beginning these steps, make sure you save the spreadsheet on the drive you are working from, or obtain its URL from the internet.

Creating spreadsheets

To add a spreadsheet:

  1. In the header, click .
  2. From the Create list, select Spreadsheet.
  3. Using the following table as a reference, complete the fields as needed.
  4. Complete your site's workflow and publish the spreadsheet.

After you publish your spreadsheet, you can use it in assets such as pages and sections. You can also add spreadsheets to text you compose in the rich-text editor.

tip

You can also create a spreadsheet by importing a file directly from Google Drive or Microsoft OneDrive. During the import flow, select Spreadsheet as the target content type. For details, see Google Drive and Microsoft Drives.

FieldDescription
FileDo one of the following:
- To upload a spreadsheet from your computer, select New Upload. Click Choose and navigate to the spreadsheet.
- To link to a spreadsheet on the Internet, select New URL and paste the spreadsheet's link.
TitleEnter a title for this asset. This title is visible to the visitors to your site.
Internal NameEnter an internal name for this asset. Brightspot uses this name internally, such as in the search panel and recent activity widget. This name is not visible to visitors to your site.
DescriptionEnter a description that describes this asset. This description is visible to the visitors to your site.
Date UploadedDate indicating when you uploaded this asset's file.
Attachment File Mime TypeThe MIME type of the asset.
SourceEnter the source of the asset.
TagsSelect the tags associated with this asset.
Asset Access Management
FieldDescription
Expiration DateSet the date and time when this asset expires. After this date, Brightspot automatically hides the asset from site queries unless Discoverable After Expiration is enabled. Brightspot checks for newly expired assets approximately every 15 minutes by default; an administrator can change this interval in Sites & Settings > Global > CMS tab > Asset Management cluster > Global Expiration Update Frequency.
Discoverable After ExpirationControls what happens to this asset when it reaches its expiration date. Off (default): Brightspot marks the asset as Expired (Hidden) — it is excluded from site queries and is no longer accessible to visitors. On: Brightspot does not apply the hidden status — the asset remains visible and discoverable on the site even after expiration.
Downloadable After ExpirationToggle on to allow users to still download this asset after its expiration date.
License TypeSelect an existing license type for this asset, or create a new one.
Promo Overrides
FieldDescription
Promo TitleEnter text to override this asset's title when used in a promo. Brightspot automatically populates this field from data on the Main tab, and you can override this as needed by entering a new title.
Promo DescriptionEnter text to override this asset's description when used in a promo. Brightspot automatically populates this field from data on the Main tab, and you can override this as needed by entering a new description.
Promo ImageImage appearing in the asset's image when the asset is used as a promo. Brightspot automatically populates this field from data on the Main tab, and you can override this as needed by selecting a new image.
Promo File SizeAsset's file size as displayed in its promo.
Promo File TypeAsset's file type as displayed in its promo.
Extracted Data
FieldDescription
TextText extracted from this asset.
ThumbnailThumbnail image for this asset.

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