Once you're comfortable with these concepts you may want to dive into some other unique capabilities such as Sheet and Kanban views with custom filtering and sorting, linking worksheets together with related rows, creating row hierarchies, and expanding rows.
Workbooks and worksheets in Spreadsheet.com work the same way they do in traditional spreadsheets, with a whole new set of capabilities that are easy to learn. Spreadsheet.com worksheets are made up of columns and rows as usual, but with several new features, highlighted below.
View ToolbarIn Spreadsheet.com, Views allow you to define different ways to showcase your worksheet's data. You can create as many views of a worksheet as you want. Each view allows you to hide columns, define sorts, and filter for criteria that are specific to that view only.
Different types of views allow you to view your worksheet data in a traditional Sheet view as well as other view styles like Kanban Views. For more about views and view types, see Quick Start: Views and Quick Start: Kanban views.
Indenting and outdenting rowsMost buttons in the worksheet toolbar are similar to buttons in traditional spreadsheets. However, you will find two new buttons in Spreadsheet.com for indenting and outdenting rows.
You can use indenting and outdenting to create row hierarchies for task lists, project plans, organization structures, and more. For additional information about row hierarchies, see Quick Start: Indenting rows to create row hierarchies.
The primary columnEach worksheet contains a primary column shown with a key icon in the column header. Cell values in the primary column are used as display names for rows. Display names for rows are used in many places, such as related row cells and row cards, Kanban cards, and more.
Any column can be the primary column, but there can be only one primary column per worksheet. For more about the primary column, see Quick Start: Columns, cells, and ranges.
Expanding rowsWhen you hover over a row with your mouse, or when one or more cells are selected in a row, you will see a blue expand icon to the right of the row number in the row header. Clicking on a row's expand icon, or double-clicking the row header, opens the row in a form view. For more about working with expanded rows, see Quick Start: Rows.
The table header rowSometimes, your worksheets have a row that acts as a table header with labels for your columns of data. In Spreadsheet.com, you can explicitly mark a row as the table header row, which will break the worksheet into a header region and a table region.
Only rows in the table region (i.e., rows below the table header row) are treated as table records (i.e., subject to sorting and filtering, rendering as cards in Kanban, etc.). For more about the table header row, see Table Header Row below.
The data type indicatorThe data type indicator displayed at the far right of the worksheet toolbar shows you the data type of the currently select cell, range, or column. You can edit or change the data type of the selected cell, range, or column by clicking this indicator. For more about data types, see Data Types below.
At the bottom of your workbook are multiple features to create new worksheets, navigate between worksheets and more. For instance, in the navigation bar below, you can switch between worksheets titled "Candidates," "Job Openings," "Locations," and "2020 Hiring Budget."
By default, a new workbook contains one worksheet, but you can add worksheets by clicking the + button on the bottom-left of your page.
Click on the context menu (the drop-down arrow) of a worksheet to see the options relating to the worksheet.
Table Header Row
When working with spreadsheets, we often add general information to worksheets above rows that are organized in table form. For instance, rows above this tabular region might contain information about a project name, owner, overall timeline, etc.
In Spreadsheet.com, you can explicitly mark a row as the table header row so that only rows below your header rows are treated as table records (i.e., subject to sorting and filtering, rendering as cards in Kanban, etc.).
The following figure illustrates how the table header row in Spreadsheet.com works in conjunction with column and cell-level data types to define a distinct header and table region.
In any worksheet, you can set a row as the table header row by right-clicking on the desired row and selecting Set row as table header. From there, the table header row icon will appear to the right of the row number.
For full coverage of working with the Table Header Row, browse the Tables and the Table Header Row articles.
Spreadsheet.com goes beyond text and numbers with support for over 25 rich data types that you can choose from at the cell, range, and column level.
Each column, range, and individual cell has a defined data type that you can change at any time.
The fastest way to update or change the data type of a whole column is by double-clicking the column header. This will open the data type dialog for that column, as shown below.
You can also right-click any column, range, or cell, and select Edit data type from the context menu.
Cell and range-level data types override column data types—so you can put any kind of data, anywhere you want.
Whenever you add a new column, Spreadsheet.com will ask you to pick a data type (the default data type is Automatic).
For instance, in the Applicant Tracking with Hiring Budget worksheet below, we add a new column and set its data type to User, allowing us to assign users in rows or even add new users to our workbook.
See Quick Start: Columns, cells, and ranges for more details about columns, or our series of data type articles for more information about each data type, including how to restrict columns, cells, or ranges of cells to specific data types.
For full coverage of working with data types and the behavior of each specific data type, browse the Data Types articles.
Summary of Each Data Type
Below is an overview of each data type available in Spreadsheet.com:
The User data type is for assigning users to rows. Quickly add existing users and invite new users. Optionally you can choose whether or not to notify added users. Read more
The Attachment data type is for attaching images, documents, and other files within cells. Attachments are displayed as clickable thumbnails. Attached files can be previewed and downloaded by users. Read more
The Select data type is for selecting a single value from a predefined set of options. Read more
The Multiselect data type is for selecting multiple values from a predefined set of options. Read more
The Icon set data type is for selecting from a predefined set of symbols, such as Red/Yellow/Green, Harvey Balls, and other types of indicators. Read more
The Related row data type is for linking to rows in another worksheet. Create relationships to rows in any workbook you have access to, even workbooks in different folders. The Related row data type lets you link rows like tables in a relational database. Read more
The Related row lookup data type is for looking up the value of a cell in a related row. You can configure which related worksheet column to lookup values from. Read more
The Related row rollup data type allows you to perform calculations across linked rows in other worksheets and return aggregate data. Instead of returning raw data from related rows, Related row rollups can return summaries, or aggregates, of the related data. Read more
The Automatic data type automatically converts entered data to the most appropriate data type. Similar to the default behavior of traditional spreadsheets, Automatic is the default data type for cells in Spreadsheet.com. Read more
The Text data type is for adding a short amount of text. Read more
The Number data type is for inputting numbers as integers or decimals with specific formatting defined by you. Read more
The Currency data type is for inputting currency values with a specific currency symbol and formatting defined by you. Read more
The Percent data type is for inputting percent values with specific formatting defined by you. Read more
The Checkbox data type is for toggling a true/false state (i.e., binary or boolean). Read more
The Date data type is for inputting date values in a specific format defined by you. Read more
The Date & time data type is for inputting date and time values in a specific format defined by you. Read more
The Duration data type is for representing a period of time in a specific format defined by you (e.g., the number of days elapsed between starting and ending dates). Read more
The Email data type is for email addresses. Clicking opens a new email in your default email client. Read more
The URL data type is for URLs that open in a separate browser tab when clicked. Read more
The Phone data type is for phone numbers, which you can format as links that open in your default voice calling application. Read more
The Rating data type is for assigning a ranking using a specific style (like stars, thumbs up, hearts, or more) and rating scale defined by you. Read more
The Autonumber data type is for automatically assigning a non-editable incremental value to uniquely identify rows. Optionally, configure a prefix, suffix, fill format, and starting number. This data type can only be applied to columns, not individual cells or cell ranges. Read more
The Column formula data type is for showing the result of a formula expression that computes a value based on other cells in the same row. Unlike cell formulas, column formulas do not require an "=" prefix. Also, column formulas can only contain references to columns, not individual cells or ranges. This data type can only be applied to columns, not individual cells or cell ranges. Read more
The Created at data type is for displaying a non-editable date and time value showing when the row was created. This data type can only be applied to columns, not individual cells or cell ranges. Read more
The Created by data type is for displaying a non-editable user value showing who created the row. This data type can only be applied to columns, not individual cells or cell ranges. Read more
The Updated at data type is for displaying a non-editable date and time value showing when the row was most recently updated (i.e., when a cell in the row was most recently changed). This data type can only be applied to columns, not individual cells or cell ranges. Read more
The Updated by data type is for displaying a non-editable user value showing who the row was most recently updated by (i.e., who changed a cell in the row most recently). This data type can only be applied to columns, not individual cells or cell ranges. Read more