Creating and Importing Spreadsheets

There are three ways to get started with Spreadsheets:

  • Synchronize an external Excel document using Wdesk Sync (the most common method, covered in Wdesk sync for Spreadsheets )
  • Create a new spreadsheet from scratch
  • Import a .CSV or .XLSX file

This article covers the two latter methods.

Creating a Spreadsheet

To create an empty Spreadsheet from scratch in Wdesk Home:

1
Click Create.
2
Select Workbook , then click Spreadsheet to open a new spreadsheet.

Additionally, you can create a pre-populated spreadsheet using a template by choosing Spreadsheet from Template from the menu. To learn more about creating and using templates, see Spreadsheet Templates.

Spreadsheet from Template

Importing a .CSV File

To import an existing .CSV file into Spreadsheets:

1
Create a new spreadsheet in Wdesk
2
From the File toolbar, click the Import button. Import Spreadsheet
3
Browse to the .CSV file and select it.

The Import window lets you import .CSV files in three ways:

  • Create a new spreadsheet using the values in the file.
  • Add these values to a new sheet in the current spreadsheet.
  • Replace the values in the current spreadsheet with the ones in the file.

Import CSV File

Once you select the appropriate method, click the Import button to complete the import process.

Importing a .XLSX File

To import an existing .XLSX file into Spreadsheets:

1
Create a new spreadsheet in Wdesk
2
From the File toolbar, click the Import button. Import Spreadsheet
3
Browse to the .XLSX file and select it.

From the Import window, you can import the file as a new spreadsheet or add it as a new sheet in the current spreadsheet. If you choose to add the file to the current sheet, you can replace identically titled sheets with the new values from your file.

Import XLSX File

Click Import to complete the import process.