Spreadsheet Basics

Opening Existing Spreadsheets

When you open spreadsheets from Home, each spreadsheet opens in a new Wdesk tab.

Wdesk tabs

Once you open a spreadsheet, you can right-click the Wdesk tab for more viewing options, including split view. Learn more about viewing multiple spreadsheets.

Opening spreadsheet options

Adding Sheets

To add a new sheet to your spreadsheet:

1
Click the left panel to view the document outline.
2
Click Add Before or Add After at the top of the panel.

You can add up to 1,000 sheets to one spreadsheet document. If you need to create a new spreadsheet document, see Creating and Importing Spreadsheets.

Adding a new sheet

You can move sections up and down in the hierarchy using the Move Up and Move Down icons in the document outline toolbar. To move a section up or down in level, use the Promote and Demote icons. You can also move sheets by clicking and dragging.

Arranging sheets

Changing Permissions for a Sheet

After adding a sheet to a document, you can change permissions for an individual sheet. To access sheet permissions, right-click the sheet name in the document outline and choose Sheet Permissions .

Sheet permissions

There are three types of permissions:

  • Owners have full rights to the document and can manage permissions

  • Editors can make changes

  • Viewers can look at a spreadsheet but can’t make any changes

The Permissions editor shows the current groups and collaborators. Use the search box or scroll down the list to find collaborators. You can use the Filter button in the upper right corner of the editor to view collaborators by permission level.

Finding collaborators

Click the radio button next to a collaborator’s name to give them appropriate access. To remove permission, hover over a collaborator’s name and click the that appears on the right.

Removing permissions

To learn about permissions for an entire spreadsheet, see Collaboration in Spreadsheets.

Exporting a Spreadsheet

You can export a copy of your spreadsheet as a CSV or XLSX if needed.

To export your spreadsheet:

1
From the File toolbar, click Export .
2
Choose a file type.

Choose export type

XLSX files automatically download to your default download location. When exporting a CSV file, you can choose to export one or all sheets and whether to include formulas.

Accessing Home from Spreadsheets

When you are working in a spreadsheet, you can return to Home at any point. Hover over the icons on the vertical bar on the far left to open a menu with all of the options available in Home.

Once you choose a menu option, the full Home interface opens and displays all items for the selected option.