Quick Start: Creating a Workbook

Spreadsheets in Spreadsheet.com are called workbooks and each workbook can have any number of worksheets within it.

However, workbooks and worksheets in Spreadsheet.com are much more than grids of cells containing numbers, text, and formulas. Workbooks have everything you need to create and manage projects, databases, workflows, and other kinds of business applications.

Once you've created your first workbook, you'll quickly discover many unique features of Spreadsheet.com that go beyond traditional spreadsheets (Our Quick Start guide to Worksheets, Data Types, and the Table Header Row article is a great place to start). 

Overview

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From your Spreadsheet.com home page, you can create new workbooks from the top navigation bar (1) or from directly within a workspace (2) or folder (3).

Each button will open the New Workbook dialog where you can can create a new workbook three different ways: create a new workbook from a template, create a new blank workbook, or import an existing workbook from elsewhere.

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Let's take a closer look at each option:

Starting from a Spreadsheet.com template

Starting from a Spreadsheet.com template is a great way to learn how Spreadsheet.com works before importing your own existing spreadsheets or creating workbooks from scratch.

Spreadsheet.com offers a growing number of templates for you to start from such as Product Launch Plan, Agile Project Plan, Bug Tracker, Employee Directory, Deal Pipeline, Applicant Tracking with Hiring Budget, and Cap Table with Shareholder Database. 

To start from a template, click the Template Gallery button in the New Workbook dialog, or select Templates from the top navigation bar to open the template gallery.

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Once inside the template gallery, you can search and browse templates from the left hand side of the screen. When you find a template you'd like to use, click on its card to open the template preview, where you can read a short description and see screenshots of the template in use.

When you're ready to begin using the selected template, click the blue Use this template button to open the Create workbook from template dialog and configure your new workbook. From here, you can specify the new workbook name and its location. Click the blue Save button to open your new workbook.

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Workbooks created from templates come with sample data to help show you how they work, such as fake collaborators and example file attachments within cells. You can delete all of this sample data and replace it with your own when you are ready.

Importing from Excel, Google Sheets, or a CSV file

In addition to using Spreadsheet.com's existing templates, you can import your existing spreadsheets and quickly transform them into collaborative solutions that you can share with your team.

From the New Workbook dialog, select one of the three import options: (1) Import CSV file, (2) Import from Excel, or (3) Import from Google Sheets (coming soon).

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Clicking one of the three options will open the Import workbook dialog from where you can select the file to import, name your imported workbook, and specify the workbook owner and location.

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Because Spreadsheet.com is a standards-compliant spreadsheet system, all of your data, styling, formatting, and formulas will be imported and continue to work as-is. Even floating images, cross-sheet formulas, and named ranges get imported. (Support for charts is coming soon.)

Which spreadsheets can be imported into Spreadsheet.com?

Spreadsheet.com allows a variety of file formats to be imported, including:

  • Excel files with the extensions .XLS and .XLSX
  • Excel templates with the extensions .XLT and .XLTX
  • Other spreadsheets with the extensions .CSV and .TSV

Imported spreadsheets are subject to row limitations based on your plan. For more information, see our article on Workbook Storage and Size Limits, or read more about Spreadsheet.com plans.

 

Spreadsheet.com supports over 400 functions with identical syntax to Excel, Google Sheets, and other popular spreadsheet systems. For a full list of supported functions, see the Spreadsheet.com function list.

Spreadsheet.com does not currently support importing from Google Sheets. To transfer your Google Sheets workbooks to Spreadsheet.com, export them as a compatible Excel file and use the Import from Excel option instead.

Creating a workbook from scratch

If you know what you want to build how you want to structure it, you can start from scratch by creating a new blank workbook. From the New Workbook dialog select "Blank" in the lower left hand corner.

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From the New workbook dialog, you can give your new workbook a name and specify the owner and location.

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In the next part of our Quick Start series, learn more about worksheets, including working with Data Types and the Table Header Row ➡️.