Workbooks and Worksheets help you organize, analyze, and store data. With Spreadsheet.com, you get all the benefits of traditional worksheets, plus many of our unique features, like data types, views, and related rows to connect workbooks.
Use Spreadsheet.com's workbook templates to get up and running quickly, import from other spreadsheet software, or start your own workbook from scratch. You can create workbooks for important projects like bug tracking your software, planning the marketing for your next product launch, or tracking customer engagement with your mobile app. All you need to do is create a new workbook and get started.
Topics in this Article:
- What are Workbooks and Worksheets?
- Creating a Workbook
- Workbook Features
- Worksheet Features
What are Workbooks and Worksheets?
From your home page, you can see all of the workspaces and folders that you are a part of, each with their own set of workbooks . If a folder is empty, you can get started by creating a new workbook and check out our workbook options below.
Like other spreadsheet systems, spreadsheets in Spreadsheet.com are called workbooks. Workbooks live inside folders in your or your team's workspace. Each workbook can have any number of worksheets within it, and each worksheet can have multiple views.
Workbooks and worksheets in Spreadsheet.com are more than grids of cells containing numbers, text, and formulas. They have everything you need to create and manage projects, databases, workflows, processes, and other business applications.
You can create new workbooks in Spreadsheet.com by clicking the + New workbook button within a folder. This opens a popup menu where you can start from a Spreadsheet.com template, import from Excel, Google Sheets or a CSV file, or create a workbook from scratch. Each of these "Creating a Workbook" options are detailed below.
Just like traditional spreadsheets, worksheets in Spreadsheet.com are made up of columns and rows. They are the individual sheets inside your workbook and can be customized with multiple views. You can have as many worksheets in a workbook as you need. However, Spreadsheet.com has many unique worksheet features, as detailed in the Worksheet Features section below.
Creating a Workbook
Once you are ready to start a new workbook, click the + New workbook button in the folder where you would like your workbook to be stored, or via the + New workbook button at the top right of the homepage. A dialog box of five options will appear, each of which is explained below and in a linked article.
Start from a template
If you are new to Spreadsheet.com, we recommend that you start with a template. Our customizable templates cover many common uses, including project plans, RACI matrices, applicant tracking, and more. Plus, starting out with a template can show what Spreadsheet.com can do. Check out our gallery of templates or our article on how to start from a template for more information.
Import from Microsoft Excel
With Spreadsheet.com, you can import an excel file and add some of Spreadsheet.com’s unique customizations to it. Clicking on Import from excel will let you import files with the .XLS, .XLSX, .XLT, .XLTX, and .CSV file extensions. Or check out our article on how to import from Excel for more information.
Import from Google Sheets
In addition to Excel, you can import Google Sheets files. To import a Google Sheet, simply choose "Import from Google Sheets" from the New Workbook options, and follow the instructions, or check out our detailed Importing from Google Sheets article. Once imported, try customizing your new workbook with some of Spreadsheet.com’s unique features like data types, views, or related rows to connect workbooks.
Import from a CSV file
If you are using another spreadsheet software and there is no export to Excel (XLS or XLSX) option, simply save your sheet as a .csv file to import into Spreadsheet.com. To import a .csv file into Spreadsheet.com, click on +New workbook from your Home page, and select Import a CSV file from the New Workbook options. Check out our article on Importing a CSV file for more information.
Start from an empty workbook
If you want to start from scratch, you can always start from a blank workbook. When clicking + New workbook to start your new workbook, simply select Blank. For more information, visit our article on Creating a Workbook from scratch.
Copying an existing workbook, Saving a workbook as a custom template, and Creating a workbook from a custom template
For other ways to create and work with workbooks, including copying an existing workbook, saving a workbook as a custom template, and creating a workbook from a custom template, please see the matching article.
On your Home page, each workbook has a context menu that lists the options available. To access this context menu, either right-click on the workbook name or click on the arrow to the right of the workbook name.
Once you have created a workbook, you can start learning and working in that workbook's worksheets. By default, each workbook starts with one or more worksheets, each with a primary sheet view. But this isn't your ordinary grid, Spreadsheet.com worksheets come with many unique features, some of which are noted in the illustration and notes below.
View toolbar (1)
In Spreadsheet.com, Views allow you to define different ways of showcasing your worksheet's data. You can create as many views of a worksheet as you want. Each view allows you to hide columns and define sorting and filtering criteria that are specific to that view only. Different types of views allow you to view your worksheet data in the traditional Sheet view, or in entirely new ways, such as cards in a Kanban View and to control who can access each view.
Indenting and outdenting rows (2)
Most buttons in the sheet toolbar work the same as those in traditional spreadsheets. However, you will also find two new buttons in Spreadsheet.com for indenting and outdenting rows. These are used to create row hierarchies for things like task lists, project plans, and organization structures. For more about row hierarchies, see Quick Start: Indenting rows to create row hierarchies.
The primary column (3)
Each 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 rows (4)
When 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 our article on Expanding a row or Quick Start: Rows.
The table header row (5)
Sometimes, 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) will be 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 our article on the table header region.
Worksheet Navigation (6)
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 empty workbook created from scratch contains one worksheet, but you can add worksheets by clicking on the + sign on the bottom-left of your page.
Or click on the context menu of a worksheet to see options relating to the worksheet, like delete, rename, move, and duplicate.
When duplicating a worksheet, all of the existing sheet’s styling, formulas, formatting, and data – as well as its data type information and views – will be copied exactly as they appear. Duplicating an existing worksheet also maintains that sheet’s attachment and relationships, but all Related row data is converted to a 1-way relationship. For more information about Related rows and 1-way and 2-way relationships, check out The Related Row Data Type.
Selection Calculator (7)
In working with a spreadsheet, sometimes you need to quickly reference calculations along the way, but don’t need to include them within your spreadsheet’s data. Like traditional spreadsheets, you can quickly reference these simple calculations by selecting multiple cells and referencing the selection calculator in the bottom right corner of your workbook.
Unlike regular functions that you would input into a cell, using the selection calculator only requires selecting the function’s arguments and does not require any of the rest of the function’s syntax. The selection calculator appears automatically when two or more cells are selected. It can perform six functions:
|Selection Calculator Function||Corresponding Function||Output|
|Count||COUNTA||Returns a count of the number of values in a selection|
|Count Numbers||COUNT||Returns a count of the number of numeric values in a selection|
|Sum||SUM||Returns the sum of values in a selection|
|Average||AVERAGE||Returns the average value of a selection|
|Min||MIN||Returns the minimum value of a selection|
|Max||MAX||Returns the maximum value of a selection|
Let’s say you’re using Spreadsheet.com to analyze your hiring budget for the upcoming year and you want to identify the maximum hiring bonus you expect to give to a new hire.
First, select the corresponding cells. Then, click on the selection calculator in the bottom right corner of your workbook and click on the Max function.
The selection calculator remembers the most recent function selected while you’re in the workbook. So if you wanted to quickly identify the maximum salary next, you would only need to select the new data, and the selection calculator will show the maximum value from there automatically.
When using the selection calculator, it’s important to remember that its functions operate mostly the same way that regular functions do, both in their output and the data types they take as inputs. Because of that, the regular function rules apply.
If you select data that includes only text strings, for example, the only function that the selection calculator can perform is Count, since the rest of its functions cannot be applied only to text.
If you select a group of cells that include both text strings and numerical data, the selection calculator will apply Count to the entire selection, but will only include the numerical data when using any of the other five functions.
Spreadsheet.com can interpret other data types like Ratings as numerical values even if they don’t contain actual numbers. For more about working with different data types, see Introduction to Data Types.
Note: The selection calculator results will only appear while the spreadsheet data is selected. To keep the results within your spreadsheet, input the corresponding function into a cell.