Smart Spreadsheet - Main Functionality

The Smart Spreadsheet allows you to add an Excel-like spreadsheet. You can work with it via a Board View, an Item View, a Custom Object, a Dashboard and a Doc Widget.

Main functions of Smart Spreadsheet

• Cell format
• Text settings (font, size, type, color)
• Cell color
• Border style and color
• Alignment and text placement
• Merging cells
• Freezing rows
• Automatic functions
• Multiple sheets
• Export to CSV
• Export to XLSX
• Export to Spreadsheet (.tfss)
• Import of .xlsx, .csv, .tfss format files.
  
  

The following info regarding the import formats should be noted:

• xlsx format partially supports formatting;
• charts, pivot tables and conditional formatting are not supported to import from Excel currently.

Filtering the spreadsheet

1. Click the funnel icon on the editor pane
2. To sort the spreadsheet, choose the sorting type
3. To filter the spreadsheet, select a column and click Create filter
4. Choose a condition to filter the column by
5. Confirm the settings or clear the filter, if no longer needed

Adding a pivot table

1. Select the pivot table macro on the editor pane
2. On a new sheet, choose the settings

Adding a chart

1. Select the chart macro on the editor pane
2. Choose chart settings
   
   

The following chart types are available:

• Line chart
• Area chart
• Column chart
• Bar chart
• Pie chart

Conditional formatting

1. Select a table
2. Choose Conditional formatting on the editor pane
3. Select a suitable formatting preset or set your own rule

Import of external data

• Import xlsx, csv, tfss format files into Smart Spreadsheet via File->Import
  
  

Export of Smart Spreadsheet

1. Export Smart Spreadsheet data to .xlsx, .csv, .tfss files via File->Export 
2. Specify the spreadsheet file name
3. Choose the File type for exporting data
   
4. Click Export