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Creating spreadsheets

Create and use spreadsheets for custom calculations.

Written by Sarah Chen

Spreadsheets are flexible workbooks for organizing data, running calculations, and building custom reports. Use them to track material costs, estimate labor, summarize bids, or structure any data your project requires.

Creating a spreadsheet

To create your first spreadsheet, open the Spreadsheets view in your project and click the dropdown at the top. Select New spreadsheet, enter a name, and click Create. The spreadsheet opens immediately in the editor.

Once you have a spreadsheet open, the name dropdown in the editor toolbar does the same thing: select New spreadsheet at the bottom of the list to add another. That dropdown also switches between spreadsheets — it lists every spreadsheet in the project, with a checkmark next to the one currently open.

Editing cells

Click a cell to select it, then start typing. Press Enter to confirm and move down, or Tab to confirm and move right. Double-click a cell to edit its contents in place.

Formulas start with an equals sign. Use =SUM(A1:A10) to total a range, =AVERAGE(B1:B20) for means, or =IF(A1>100, "Over", "Under") for conditional logic. Cell references update automatically when you move or copy cells.

Formatting

Select cells and use the built-in formatting toolbar to apply bold, italic, text colors, background colors, borders, and number formatting. You can align content left, center, or right, and format values as currency, percentages, or dates.

Working with sheets

Each spreadsheet can contain multiple sheets. Add a new sheet by clicking the + tab at the bottom of the editor. Right-click any sheet tab to rename, duplicate, delete, or reorder it. Drag tabs left or right to change their order.

Renaming and deleting

To rename or delete a spreadsheet, open its ... menu in the project workspace and choose Rename or Delete. The name dropdown in the editor toolbar lets you switch between spreadsheets but does not include rename or delete options.

Deleting a spreadsheet is reversible. Although the confirmation says the action can't be undone, deleted spreadsheets are kept and reappear in the workspace with a Recover action in their ... menu.

Importing and exporting

Click Import in the toolbar to bring in data from .xlsx, .csv, or .txt files. The import dialog lets you choose where to place the data: create a new spreadsheet, add a new sheet, replace the current spreadsheet or sheet, or append to the current sheet. CSV imports support auto-detected or manual separator selection.

To export, click Download and choose Excel (.xlsx), CSV (.csv), or PDF (.pdf). The PDF option opens a print preview where you can configure page setup, scale, headers and footers, and which sheets to include.

Printing

Press Cmd+P (or Ctrl+P on Windows) to open the print dialog, or click Print in the toolbar. The preview shows page thumbnails on the left, a full-size view in the center, and page setup on the right, including the option to repeat frozen rows and columns on each page.

Auto-save

Changes save automatically as you work. A Saving... indicator appears briefly in the toolbar while your edits sync. If it persists, check your internet connection. Unsaved changes will sync once connectivity returns.

Keyboard shortcuts

Shortcut

Action

Enter

Confirm cell and move down

Tab

Confirm cell and move right

Escape

Cancel cell edit

Cmd+P / Ctrl+P

Open print dialog

Standard editor shortcuts also work: undo, redo, copy, and paste.

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