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Quick start

OfficeSuite supports a wide range of spreadsheet formats. 

  • Current and legacy Microsoft formats: .XLS, .XLSX, .XLSM. OfficeSuite users can open, edit, create, save spreadsheets in Microsoft Office formats. 

  • CSV. OfficeSuite users can  open, edit, create, save spreadsheets in the .CSV format. 

  • Open Office. OfficeSuite users can open and edit .ods files. The edited document be saved in a Microsoft format. 

  • Numbers. OfficeSuite users can convert unlimited .numbers files to editable spreadsheets in a Microsoft Office format. The edited document be saved in a Microsoft format. 

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Create a spreadsheet

  1. On the File tab, click New
  2. To start from scratch, Blank, or select a template. 
Note that there are no templates other than those on the New document window. 

Save your spreadsheet to MobiDrive

When you save your files to MobiDrive, you can share with others, and get to your files from anywhere - on your computer, tablet, or phone. 

  1. On the File tab, select Save as. 
  2. Name your spreadsheet. You can change the file format.  
  3. Select Save

Save elsewhere 
Saving documents to MobiDrive is a convenient, but not the only option. You can save your spreadsheet to your device or to a third cloud service.  
  1. On the File tab, select Save as
  2. Select Browse to open Windows File Explorer/Finder. In the file browser, navigate to select where you want it saved. 
Note that your cloud storage service may come with a standalone, desktop application, e.g. Dropbox for PC. Download the application to directly save in the application's folder.

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You can convert your PDF files to documents, speadsheets, ePubs. Note that PDF conversion is a Premium feature and requires internet

  1. Open your PDF. On the toolbar on top,
  2. Select Export to [...]. In the resulting File Explorer,
  3. Navigate to where you want the output saved. 
  4. Click Save

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Instead of entering all your data manually, you can use the AutoFill feature to fill cells with data that follows a pattern. Note that AutoFill works with numeric data, but not text. 

  1. Select one or more cells you want to use as a basis for filling additional cells.
  2. Drag a corner handle vertically or horizontally. 

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Search a spreadsheet for text, phrase, number, or characters

1. Open a spreadsheet. Press CTRL+F, or 
In the Edit tab, select Find & Replace.

2. In the popup dialog, in the Find tab, type what you want to find.




Optionally, check the search filter criteria box:

  • Match case. Finds only occurrences of the text that match the capitalization you type.
     
  • Match entire cell. Search for that contain just the characters that you typed in the Find what: box. 

  • Search within: To search for data in a worksheet or in an entire workbook, select Current Sheet or Entire Workbook.

  • Look in: To search for data with specific details, in the box, click Formulas, Values.

4. Press Enter or navigate the highlighted search results with the Find Next and Find Previous buttons.

Find and Replace
1. Press CTRL+F, or 
In the Edit tab, select Find & Replace.

2. In the popup dialog, in the Replace tab, type the word or number you want to locate in the Find box.

3. Type your new text in the Replace box.

4. Optionally, check the search filter criteria box. 

6. Click Replace to replace the highlighted occurance, or click Replace All to replace all occurances. 

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Previous versions are copies of your MobiDrive-stored files we automatically save. To restore an older version or an existing file:

1. Open the file. On the File tab,
2. Select Info 
3. Select Version history

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You can move or duplicate a worksheet in the same workbook to organize your workbook exactly how you want. In OfficeSuite for Android:

Move
Select the worksheet tab, and drag it to where you want it.

Duplicate
1. Right-click the worksheet tab.
2. Click Duplicate.

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You can hide any worksheet in a workbook to remove it from view. The data in hidden worksheets and workbook windows is hidden, but it can still be referenced from other worksheets within the same workbook.

1. Right-click the Sheet tab.
2. Click Hide or Unhide.

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Rows, columns, cells

Insert or delete a cell:

  1. Select any cell. On the Home tab, select Insert. 

  2. Tap Shift Cells down and Shift Cells right, or tap Delete Shift cells up and Shift cells left
Insert or delete a row:
  1. Select any cell within the row. On the Home tab,

  2. Select InsertInsert Rows or Delete Rows.
Insert or delete a column:
  1. Select any cell within the column. On the Home tab,

  2. Select Insert > Insert Columns or Delete Columns.

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Hide or show a row or a column

  1. Right-click on the row or column you want to hide.

  2. Click Hide or Unhide.

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Filter for unique values:

  1. Select any cells.

  2. Click the Data tab, click Filter. 

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Merge and unmerge cells:

  1. Select the cells to merge or unmerge. 

  2. On the toolbar, select Merge and Center. 

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Insert

You can customize your spreadsheets by adding header(s) and/or footer(s).

1. On an open spreadsheet with your data, click on Insert.

2. Click on the Header & Footer option.






3. On a selected Header & Footer option, type your header and/or footer.





4. Click OK.

*The inserted headers and footers will appear on the chosen pages when the document is printed. You can also inspect them before printing via clicking on Print Preview.



 

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After you enter your header/footer in the Page Setup window, you will be able to modify them.

*You can position your header/footer and customization in the left, right, or center part of the document (left, right, or center section).

Header and footer position.
- Scale with document - select the box to scale header/footer according to the document.

- Align with page margins - select the box to align header/footer by the document’s margins.




Odd and even pages.

- Different odd and even pages - select to insert different header/footer for each odd and even page.



- Different first page - select if you want header/footer on the first page to differ from the rest of the pages. Enter header/footer for the first page and header/footer for the rest of the pages.



Text formatting.

1. Select header/footer.


2. Click on the Font icon.



3. Modify the text.


4. Click OK.



Numerating pages.

Page number

1. Click on the right, left, or center section, depending on where you want additions to appear.


2. Select Page Number - Sheets will automatically display the consequent page number.



3. Click OK.


Total number of pages.

1. Click on the right, left, or center section, depending on where you want additions to appear.

2. Select Total number of pages - Sheets will automatically display the total number of pages.



3. Click OK.


Adding Time and Date.

1. On a Page Setup window, click in the left, right, or center section, depending on where you want time and/or date to appear.

2. Click on the time and/or date icons.




3. Click OK.

*Keep in mind that Sheets will display the time/date of printing to your header and footer.


Inserting File path, File name, and Sheet name.

1. On a Page Setup window, click in the left, right, or center section, depending on where you want additions to appear.

2. Select one or more icons, depending on the info you would like to add to header/footer.

- File path adds the file location to the header or footer.
- File name adds the file name to the header or footer.
- Sheet name adds the sheet name to the header or footer.



3. Click OK.

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1. Open your worksheet where you have entered header and footer.


2. Tap Insert.


3. Select Header & Footer.




4. Manually delete all inserted headers, footers, plus any additional info, if any. On a Header and Footer dropdowns, select (none).



5. Click OK.


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1. Open your Sheets file and click Insert.




2. Select Table.




3. Click OK to confirm. You can change the table range before clicking OK.




4. Use the options in Format Table window to customize your table.




5. Click Convert to Range.



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1. Open your Sheets file and click Insert.




Insert a picture.

1. Click Picture.




2. Type the name of the picture or find it in your device folders. Click Open.




Insert an online picture.

1. Click Online Picture.




2. Type keyword(s) to find a picture on the web.
*You can specify your search, using the given options: Size; Color; Usage Rights; Time.






3. Click the search button.




4. Click on one of the offered online pictures and confirm with Insert.



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1. Open your Sheets file and click Insert.




2. Click Shape.




3. Click on the shape you want to insert.




4. Left-click where you want to position the shape in the Sheets file.
*drag the resizing points to adjust the position and size of the shape.



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1. Open your Sheets file and click Insert.




2. Click Text Box.




3. Click where you want to position the text box in the file.

4. Use the dragging points to adjust the size and position of the text box. Type your text.

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1. Open your Sheets file and click Insert.



2. Click Charts.




3. Click the type of chart you want to insert.



4. Customize your chart using the given options in Chart Editor.
*You can move and resize the chart using the dragging handles.




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1. Open your Sheets file and click Insert.





2. Click Link.




3. Paste the copied link in the Web Address box of the Insert Hyperlink window. Click OK.

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1. Open your Sheets file and click Insert.




2. Click Comment.




3. Type your comment in the box and click anywhere outside the box to save it.

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The option allows you to customize your printed Sheets files by inserting custom page breaks wherever you want to.

1. Open your Sheets file.




To insert a vertical page break, click on the column’s title from which where you want to insert the page break. The page break will be inserted before the selected column.



To insert a horizontal page break, click the row’s title where you want to insert the page break. The page break will be inserted above the selected row.



2. Click Page Layout, then Page Breaks.




3. Click Insert Page Breaks.



*If only a cell is selected, Insert Page Break inserts vertical and horizontal breaks crossing on the upper left corner of the selected cell.




To remove all inserted custom page breaks

1. Click Page Layout.



2. Click Page Breaks.



3. Click Reset All Page Breaks.



To remove just one or more page breaks

1. Click on the cell where you have inserted the page break.

2. Click Page Layout.

3. Click Page Breaks.

4. Click Remove Page Break.

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Protect, Export, and Share

OfficeSuite lets you protect your spreadsheet  

  • on a file level, allowing no one to view the file, unless they have the password, and/or
  • on an action level, restricting certain actions, or restricting certain action to certain cells, unless they have the password. 
Password-protect a spreadsheet
  1. Open the spreadsheet. On the File tab, 
  2. Click Info
  3. Click Protect Document
  4. Type and retype the password. 
  5. Tap OK.
  6. Save or Save as the spreadsheet. 

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Export your spreadsheet to PDF for easy sharing and printing. 

  1. In the File tab, click Export to PDF.
  2. Select what to export.  
  • Active sheet: exports the page you see in Preview on the right. 
  • Export entire workbook: exports all sheets in the workbook. 
  • Export multiple sheets: select the sheets you want exported. 
    3. Click Export. Navigate with the resulting Windows File Explorer/Finder, click Save.

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When you share a spreadsheet, you can

  • Provide a link for people to download. 
  • Send a copy of your file as an email attachment.



Send a link to your spreadsheet
Note that this file sharing option is only available for files you keep in MobiDrive. Be sure to save your file to the cloud. 
  1. Open your spreadsheet. In the top left, above the ribbon, click the Share icon. 
  2. Click Send link
  3. In OfficeSuite Mail, enter the email addresses of the people you want to share with. 
  4. Edit the message if you want, and click Send

The people you are sharing with will get an email with a link to your document.

Send your spreadsheet as an email attachment:
  1. Open your document. In the top left, above the ribbon, click the Share icon.
  2. Click Email document, or click Zip & Email. 
  3. In OfficeSuite Mail, enter the recipient's email address.
  4. Click Send.

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UI & Feature Summary

The Sheets Editor is easily identified by its characteristic green-colored menu bar. Across the top, you'll find the following controls:

Save - Saves any changes made to the spreadsheet.

Undo - Reverts the most recent change made.

Redo - Reapplies the most recent undone change.

Create new file - Creates a new blank spreadsheet.

Print - Prints the spreadsheet using a networked printer.

Share -Allows you to share the currently opened spreadsheet.


Toggle Full Screen mode.

Minimize - Minimizes the Sheets Editor to the taskbar.

Maximize - Maximizes the Sheets Editor to take up the entire screen.

Close - Closes the currently open Sheets Editor window. Unsaved spreadsheets will be prompted with a Save dialog.

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The Edit dropdown houses a range of options designed to make manipulating, selecting, and finding data in your spreadsheet easier.

Undo – Reverts the most recent change made.
Redo – Reapplies the most recent undone change.
Cut – Removes the selected element(s) and copies them to the clipboard.
Copy – Copies the selected element(s) onto the clipboard.
Paste – Inserts cut/copied element(s) from the clipboard.
Paste Options – Provides options for pasting specific elements or groups of elements such as values, formulas, and formatting.
Select All – Selects all of the elements in the document.
Find & Replace – Locates any instances of text entered, and can replace them with text from the Replace with: field. The Match case and Whole words only options will match any capitalization you have entered and only search for exact word matches, respectively.

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The Insert dropdown is used for placing a wide range of visual additions to your spreadsheets, such as graphics and charts.

Table... – Inserts a table with a pre-set formatting style. Just select its proportions and click OK.

Picture... – Inserts an image into your spreadsheet from your computer's filesystem. Placed images can be modified using the resize and scale anchors and rotated using the protruding rotate anchor.

 

Right-clicking on an image provides additional options:

Save as Picture – Save the currently selected image to your computer.
Chart... – Opens the Chart Editor, which allows you to insert a chart with a range of visual styles. The Type tab lists charts and chart subtypes, including 3D effect variants. The Format tab allows you to add and name series, ranges, and titles.
 

Right-clicking on a chart provides additional options:

Change Chart Type... – Changes the selected chart type through the Chart Editor.
Format Chart... – Changes the selected chart data and formatting through the Chart Editor.
Save as Picture – Saves the currently selected chart as an image on your computer.
Chart in New Sheet – Same as the Chart operation above, except the chart will be added as its own separate sheet.
Comment – Adds a comment to a cell or cell range. Commented cells are marked by a small indicator in the upper right, and comments will appear by hovering your mouse over them. Comments can be edited and deleted from the Review tab.
 

Right-clicking on a cell with a comment provides additional options:

Edit Comment – Edits a comment in the selected cell or cell range.
Delete Comment – Removes a comment from the selected cell or cell range.
Link... – Adds a hyperlink to any selected text. You can choose between a web address, email address, or bookmark within the spreadsheet by using the corresponding tabs at the top of the dialog.

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Margins – Sets the spreadsheet's margins from three presets (Normal, Wide, Narrow) or Custom Margins to use a specific one.
Orientation – Sets the spreadsheet's orientation between Portrait and Landscape.

Size – Sets the paper's dimensions from a number of presets (Letter, A4, Envelope, etc.), and offers Custom Paper Size... option.

Scaling Options – Determines how the spreadsheet will be scaled and visualized. This option is especially valuable if the document is going to be printed out. The options there include:
No Scaling – Uses the actual size of the page.
Fit Sheet on One Page – Shrinks the printout to fit on one page.

Fit All Columns on One Page – Shrinks the printout to one-page width.

Fit All Rows on One Page – Shrinks the printout to one-page height.

Page Setup – Adjusts the page size, scaling, margins, order, and more.

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The Formulas dropdown includes all of the controls needed to manage your spreadsheet formulas effectively.

More Functions – Contains a list of all the formulas available in OfficeSuite alongside detailed descriptions of their functionality:
 
  • Common – Contains more commonly used formulas, like AVERAGE and SUM.
  • All – Displays the full list of formulas currently available in OfficeSuite.
  • Database – Contains database-related formulas such as maximum and minimum database values or extracting records from a database.
  • Information – Informational formulas allow you to make adjustments based on cell conditions, such as whether cells contain even numbers, return errors, and others.
  • Logical – Logical arguments are those that can manage values like true/false.
  • Maths– Contains mathematical formulas, including trigonometric functions and logarithms.
  • Date & Time – Lets you write formulas that operate based on date and time parameters.
  • Statistical – Provides formulas found in statistics like standard deviation and frequency.
  • Financial – Finance formulas include calculating interest payments and depreciation.
  • Reference – Allows you to look up references and values of a cell range.
  • Text – Text formulas offer options for capitalizing text entries, replacing characters, searching for entries, and more.
  • Compatibility – Provides a wide selection of variance and distribution formulas.
Define Name... – Lets you name a particular cell or cell range, its range, and which sheets make up its scope.
Name Manager... – Displays all of the named cells and cell ranges in the spreadsheet.
Recalculate – Forces the selected formula to be recalculated. Useful for applying changes made to updated formulas and cells.
Auto Sum – Performs quick calculations of the numbers in a selected cell range and displays the result. Using this with only one cell selected will provide the sum of the above cell only.

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The Data dropdown allows you to easily manage data sets.

Sort – Provides options to sort data by multiple criteria simultaneously. You can sort by both rows and columns, in ascending or descending order.
Sort A to Z – Sorts cells alphabetically. Numerical data will be sorted in ascending order.
Sort Z to A – Sorts cells reverse alphabetically. Numerical data will be sorted in descending order.
Custom Sort... – Opens the sort dialog, allowing you to sort data using custom criteria.
Filter – A great way for managing large amounts of data. Filter manipulates entire cell ranges to display specific entries. Once you apply a filter to a cell range, press the Down arrow that appears in the cell range to display the Filter dialog.
Data Validation... – Opens the Data Validation dialog, used to manage and highlight cells that return invalid cell data.
Circle Invalid Data – Circles invalid data as specified using Data Validation above.

Group... – Groups a range of rows or columns.

Ungroup... – Ungroups a range of rows or columns.
Clear Outlines – Hides the outlines of a grouped range of rows or columns. This does not ungroup them.
Subtotal... – Shows options for calculating a subtotal of a group of cells.
Show Detail – Expands a group of previously hidden cells.
Hide Detail – Collapses a group of cells.

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The Review dropdown lets you manage your spreadsheet comments.

Comment – Adds a comment to the selected cell or cell range.
Edit Comment – Edits a comment in the selected cell or cell range.
Delete Comment – Removes a comment from the selected cell or cell range.
Previous Comment – Jumps to the previous comment in the spreadsheet.
Next Comment – Jumps to the next comment in the spreadsheet.
Protect Sheet... – Opens the protect sheet dialog, which allows you to apply editing restrictions. Note that restrictions are applied to the current sheet only and protect passwords are not recoverable!

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The View dropdown houses spreadsheet navigation controls alongside display options.

Go to Cell... – Go to a specific cell by entering its coordinates, rather than to it.

Zoom... – Lets you change your view to a predefined or custom zoom level.
Freeze – Locks the display of cells and columns so that they will always display on-screen. The lock area starts at the row-column intersection of the currently selected cell.
Gridlines – Toggles the display of gridlines (or cell borders) for individual sheets.
Headings – Toggles the display of row letters and column numbers across the top and left side of the Sheets Editor.
Right-to-Left Sheet – Create a Right-to-Left sheet.

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The Clipboard section contains options to cut/copy and paste both text and formatting throughout your spreadsheet.

Paste – Places cut or copied elements in your spreadsheet.
Cut – Cuts elements from one location, and move them to another via paste.
Copy – Copies elements from one location to another via paste.
Format Painter – Copies the formatting and style of the selected text.

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The Font section is where you'll find the standard range of tools for adjusting font sizes, colors, and styles; formatting options for individual cells and cell ranges; as well as border settings.

Calibri Font – Opens the font menu, which lists your available OfficeSuite fonts in their respective typeface.
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Font Size – Adjusts font size from a list of predefined values or gives the option to enter manually the needed value.

Decrease Font – Decreases the currently selected text by one font point.
Increase Font – Increases the currently selected text by one font point.

Bold – Emboldens the selected text.

Italics – Italicizes the selected text.

Underline – Underlines the selected text.

Cell Border – Provides options for specifying cell borders on cells or cell ranges. The More borders... option provides additional border creation options.

Fill Color – Specifies the fill color of a cell or cell range.

Font Color – Specifies the text color of a cell or cell range.

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The Align section contains a wide range of adjustments to how text is displayed within cells.

Align Left – Aligns text against the left border.
Align Center – Centers text between both borders.
Align Right – Aligns text against the right border.
Align Top – Aligns cell text against the top border.
Align Middle – Aligns cell text between the top and bottom borders.
Align Bottom – Aligns cell text against the bottom border.
Wrap Text – Allows text to be wrapped within a cell so that it does not get obscured by the cell boundaries.
Merge and Center – Groups the contents of multiple cells together, creating a single cell in their place. Note that only the upper-leftmost cell data will be retained.

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The Number section specifies the numerical data formatting for the selected cell(s).

General Number Format – Assigns the currently selected cell(s) a specific number format from the dropdown menu.

Accounting Number Format – Marks the entered numerical value as currency in dollars. You can select additional currencies using the dropdown menu.

Percent Style – Marks the entered numerical value as a percentage.

Comma Style – Lets you modify the comma style of the selected cell(s), if applicable.
Increase Decimal – Adds more digits after the decimal point of a number.
Decrease Decimal – Removes digits after the decimal point of a number.

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The Formatting section lets you specify cell styles and provides options for conditional formatting.

Conditional Formatting – Opens the conditional formatting dialog, which provides options to highlight cells and cell ranges, add data bars and color scales, and create custom formatting rules based on certain criteria.
Normal Cell Styles – Applies a predefined style to the selected cell(s), useful for creating a more uniform look for your spreadsheets.

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The Cells section contains options to manage cells, rows, columns, and sheets.

Insert – Adds new cell(s), row(s), column(s,) or sheet(s):
Shift Cells Down – Inserts a new cell at the selected location, shifting any current cell data down.
Shift Cells Right – Inserts a new cell at the selected location, shifting any current cell data to the right.
Insert Rows – Inserts a new row above the current selection.
Insert Columns – Inserts a new column to the left of the current selection.
Insert Sheet – Adds a new sheet to the spreadsheet.
Delete – Deletes the currently selected cell(s), row(s), column(s), or sheet(s).
Shift Cells Up – Deletes the currently selected cell(s) and shifts any cells with data upwards.
Shift Cells Left – Deletes the currently selected cell(s) and shifts any cells with data to the left.
Rows – Deletes the currently selected row(s) and shifts any rows with data upwards.
Columns – Deletes the currently selected column(s) and shifts any columns with data to the left.
Delete Sheet – Deletes the current sheet.
Format – Provides advanced customizations for how your spreadsheet is displayed.
Row Height... – Specifies the row height for the selected cell(s).
AutoFit Row Height – Automatically scales the row height to fit the contained data.
Column Width... – Specifies the column width for the selected cell(s).
AutoFit Column Width – Automatically scales the column width to fit the contained data.
Hide & Unhide – Provides options for hiding and unhiding rows, columns, and sheets:
Hide Rows – Hides the currently selected row(s).
Hide Columns – Hides the currently selected columns(s).
Hide Sheet – Hides the currently selected sheet.
Unhide Rows – Unhides and neighboring hidden row(s).
Unhide Columns – Unhides any neighboring hidden column(s).
Unhide Sheets... – Displays the Unhide Sheets dialog, which allows you to specify which sheets are displayed.
Rename Sheet – Renames the currently active sheet.
Tab Color – Inserts a color into the spreadsheet tabs at the bottom of the page.
Protect Sheet... – Opens the protect sheet dialog, which allows you to apply editing restrictions. Note that restrictions are applied to the current sheet only and protect passwords are not recoverable!
Lock Cell – Marks the selected cell(s) as locked to prevent them from editing.
Format Cells... – Displays the Format Cells dialog, which allows you to apply custom to the selected cell(s).

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The Chart option allows you to insert a chart into a spreadsheet.

Chart – Performs quick calculations of the numbers in a selected cell range and displays the result in the cell directly below them. Using this with only one cell selected will perform the operation only on the cell directly above.

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The Editing section contains search and navigation options, as well as the ability to filter and sort your data.

Auto Sum – Performs quick calculations of the numbers in a selected cell range and displays the result in the cell directly below them. Using this with only one cell selected will perform the operation only on the cell directly above:
 
  • Sum – Provides the sum accrued by adding all the numbers in the data set.
  • Average – Provides an average of all the numbers in the data set.
  • Count – Provides a count of all the cells that contain data.
  • Max – Provides the maximum value of the data set.
  • Min – Provides the minimum value of the data set.
  • Median – Provides the median, or "middle value," of the data set.
Clear – Quickly clears formatting, contents, and/or hyperlinks from your spreadsheet:
Clear All – Clears the selected cell(s) completely.
Clear Formats – Clears any formatting applied to the selected cell(s).
Clear Contents – Clears the contents of the selected cell(s), retaining formatting.
Clear Hyperlinks – Clears any hyperlinks in the selected cell(s).
Sort & Filter – Provides options to sort cell data based on predefined criteria, alongside filter options to display specific entries:
Sort A to Z – Sorts cells alphabetically. Numerical data will be sorted in ascending order.
Sort Z to A – Sorts cells reverse alphabetically. Numerical data will be sorted in descending order.
Custom Sort... – Opens the sort dialog, allowing you to sort data using custom criteria.
Filter – A great way for managing large amounts of data, Filter manipulates entire cell ranges to display specific entries. Once you apply a filter to a cell range, press the Down arrow that appears in the cell range to display the Filter dialog.
Find & Replace – Searches for instances of text entered in the Search field, and will replace them with text entered in the Replace field:
 
  • Match case – Will search for exact cases such as capitalized or all lowercase letters.
  • Match entire cell  – Will filter out results that have the searched text as a part of a larger cell entry.
  • Look in: – Will search either through cell values, formulas, or comments.

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You can also add a new sheet by pressing the Add button.

At the very bottom of the Sheets Editor, the green status bar displays an average, count, and sum of the values of any currently selected cells. You can also change the zoom levels by using the Plus and Minus buttons or by using the zoom slider that appears when clicking on the zoom percentage.

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Pivot Tables

This efficient feature allows you to quickly and easily insert a Pivot Table into your spreadsheet. Pivot Tables offer a convenient way to organize, calculate and summarize information so that you could see comparisons, patterns, and trends.

Before creating your Pivot Table, you have to assemble your source data as a list of rows and columns under specific headings, resembling their content. There should be a heading for every column, and no rows should stay empty.

How to create a Pivot Table (PT)

1. Left-click anywhere in the range of the source data. Click on Insert tab and select the Pivot Table option from the dropdown.



2. An Insert Pivot Table window will appear. It will offer two categories to customize your calculation range:

- Table/Range - Sheets will automatically detect the source data and include all its information to your Pivot Table by default.
In case you need just partial information, click on the grid icon and manually select the data range you want to include in your Pivot Table. Click OK.



- Destination - Defines where you can put your Pivot Table. You need to select between two options:
- New Worksheet - Places your Pivot Table into a new worksheet. Your Pivot Table will appear on the left part of a new worksheet. All of your source data headers will be listed as fields in Choose fields to add to report section in the Pivot Table Options panel.



- Existing Worksheet - Inserts your Pivot Table into the existing source data worksheet.
· Click on the grid icon.
· Click in a cell outside the source data range, depending on where you want to position your Pivot Table. Press Enter.

· Click OK.



All of your source data headers will be listed as fields in Choose fields to add to report section in the Pivot Table Options panel.




*Notice that the fields’ titles in the Choose fields to add to report section will depend on how you have named the headers in your source data worksheet.

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After you have created your Pivot Table, you will be able to analyze selected data from your source data worksheet.

1. How it works
Once you have created your Pivot Table, all of your source data headers will be listed as fields in Choose fields to add to report section in the Pivot Table Options panel.


(Pivot Table is inserted in a new sheet)

*Notice that the fields’ titles in Choose fields to add to report section will depend on the name of the headers in your source data range.


(Pivot Table is inserted in the same sheet)

2. To analyze data from one, two, or more fields, select and drag the chosen field(s) to one of the available areas. Options are:
- Columns
- Rows
- Values

Depending on your selection, Pivot Table will include and group information from the fields you have dragged to the areas.



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Once you have built your pivot table, you can analyze the information and then clear some or all of the data if necessary.

To do that, you need to follow a few simple steps:

1. One by one, select and drag the fields entered in the various sections back to the Choose fields to report section.



2. Repeat this action for each field you want to clear from the Pivot Table.






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After you create your Pivot Table, a Choose fields to add to report section will appear. It will contain Fields representing the columns' headings of your source data worksheet.

Fields' titles will be the same as the headers' you have used in your source data and will respectively include the data under each heading.





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After you have created your Pivot Table, you can arrange its data in a variety of formats suitable for you, with or without entered data.

1. To do that, simply click on the Format option in the Pivot Tables Options area.



2. Select Table Styles and choose from the selection of formats.








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