Spreadsheet Basics

Adding Sheets

To add a new sheet to your Spreadsheet, click Add Before or Add After at the top of the document outline panel to add a new sheet to the outline, up to a limit of 100 sheets. If you need to create a new Spreadsheet document, see Creating and Importing Spreadsheets.

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After adding a sheet, you can move it up or down a level in the outline hierarchy by using the Promote or Demote button.

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Spreadsheet Permissions

Once a sheet has been added to your document, you can adjust permissions for an individual sheet. Right-click the sheet in the document outline and choose Sheet Permissions.

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On the Permissions screen, find the user you'd like to adjust in the list, then click the permission level next to their name to grant them that permission. Viewers can view a sheet but not edit it. Editors can modify a sheet's contents. Owners can modify a sheet's contents as well as delete a sheet permanently.

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Formatting in Spreadsheets

In Spreadsheets, the cell and text formatting options common to most Wdesk documents can be found in the Edit menu. These options include font and text size as well as cell options like cell indentation, value formatting, border options, vertical alignment, and number of places after a decimal. You can also choose to insert or remove rows and columns, as well as lock cells from this menu.

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You can adjust the precision of numbers in your Spreadsheet using the Shown In option. Highlight a cell or range, then navigate to the Edit tab and click Shown In to choose your precision. The displayed value of a cell may change based on the selected precision, but the exact value of the cell will be retained.

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Hiding Rows and Columns in Spreadsheets

If you would like to hide rows or columns so that they remain in your document but are not visible, you can do so using the Hide feature.

Click the header for the column or row you'd like to hide to select the entire column or row. You can select multiple contiguous columns or rows by holding shift and clicking a column or row header, then dragging your mouse over the row or columns you want to hide.

After making a selection, click Hide in the Edit toolbar and choose Hide Columns or Hide Rows based on your selection.

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Viewing Overlays in Spreadsheets

You can view locked cells, value formatting, or Shown In types for your data at a glance using the Overlays feature in the View menu. This feature will open a new tab in the right-hand panel allowing you to select the type of overlay you want to view as well as providing a legend for the selected view.

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Freeze Panes in Spreadsheets

Freeze Panes locks one or more columns or rows in place while the rest of the Spreadsheet is free to scroll. This feature is especially useful when working with large Spreadsheets. Freeze Panes can be used at any time. Freeze panes is turned on and off by choosing the Freeze/Unfreeze Panes command in the View menu.

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Selecting a column will freeze it and all columns to the left of the selection. You can select the column by clicking the letter at the top. To Unfreeze the columns, choose the View tab, then Unfreeze again in the toolbar. Selecting a row will freeze the selected row and all rows above the selected row. You can unfreeze by choosing the View > Unfreeze option again.

If you choose the top cell in the column, the column to the left will be frozen, but not the column for the chosen cell. Now you can scroll horizontally to compare data in different columns as needed.

Selecting a cell deeper in the Spreadsheet will freeze all rows above the selected cell and all columns to the left of the selected cell. In this case you can scroll both vertically and horizontally.

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Merging Cells

To merge cells in a Spreadsheet, select the cells you wish you to merge, right-click, and select Merge Cells. You can choose to merge cells horizontally or vertically, merge them all together into one larger cell, or unmerge them.

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Exporting a Spreadsheet

You can also save a local copy of your Spreadsheet as a .csv or .xlsx if needed. Click Export, then choose the file type to save as.

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If exporting as .xlsx, the file will download to your default download location. When exporting a .csv file, you will need to choose whether to export one or all sheets and whether to include formulas, then click Export to save to your default download location.

Accessing Home from Spreadsheets

When you are working in a spreadsheet, you have ongoing access to return to the Home Menu at any point. Simply hover over any of the icons on the vertical bar on the far left. This activates the drawer with all of the menu options available in Home.

Once you choose a menu option, the full Home interface will open and display all items for that tab.