How to use data linking with dynamic table?

​@Dawn.Craven, I discovered that “if you import your data via Google Sheets the connection you make between your data and Lucidchart is dynamic and any changes you make to your data as the project evolves will update in your Lucidchart diagram.” I would take it that this is also the case for Lucidspark and tables. Therefore, if the spreadsheet is in Excel, I would recommend importing it into Google Sheets and changing it automatically or manually into a Google Sheet format before importing.

Thank you ​@aparrish for your reply! Yes, that is a great suggestion.  We use MS365 and I heard that soon they should have that same two-way synch working for us with Excel, so was hoping to get to use that instead. But if it still takes too long, I will look at importing it into Google Sheets as a workaround for now.

However, what I am really trying to use the dynamic table for right now is for the feature of being able to have column headings from my data available to select as either columns or rows (shown in my #3 item in my image) to be able to use it like a pivot table directly in the lucid document -- to group the data by various attributes (i.e. application, status, etc.) very quickly.  I was not understanding how to do that, but I just happened upon the “Assign Lucid Fields” option in the data drop-down menu that I didn’t notice before. That might be what I need.

Hi ​@Micah sorry for the delayed reply, I was out over the holidays.  Thank you for your input and the help article! If I hit further questions as I work through that, will let you know.  

No apology necessary - I’m eager to help if I can!

If anyone has run into something similar or knows whether this workflow can be done, I’d really appreciate any input.