Associating a site with a worksheet

You can associate a site with a worksheet.

If you have multiple sites, you might create one Excel workbook with multiple worksheets; each worksheet associated with a different site. The site chosen then becomes the default site for that worksheet.

When a site is associated with a worksheet, you don’t have to use the site parameter in the formulas you write.

In most cases, we recommend that you include the site name in all formulas, to provide clarity about the site from which the data is pulled.

To associate different worksheets with different sites:

  1. Select a site name from the drop-down list in the toolbar.
  2. Right-click on the worksheet tab and select Associate Site(sitename).
    The worksheet stays associated with that site even when you select a different default site name in the toolbar.

    If you do not associate a site with a worksheet, the ‘home site’ is the default.

    The ’home site’ is defined as part of the setup when you specify a connection to a SyteLine database server and application (site) database.

    A workbook can display data from more than one SyteLine site, as long as these criteria are met:
    • The site must be on the same database server as the home site.
    • The site must be listed on the Sites/Entities form at the home site, and the Application Database field on that form must be filled in for the site.
    Any sites that meet this criteria display in the drop-down list on the toolbar.