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

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

Adding a pivot table

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

Adding a chart

Select the chart macro on the editor pane
Choose chart settings

The following chart types are available:

Line chart
Area chart
Column chart
Bar chart
Pie chart

Conditional formatting

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

Import of a board

Import a board into Smart Spreadsheet via File->Import Board

Smart Spreadsheet is auto-synchronized with the board.
All the board updates are pushed to the connected spreadsheet automatically.

Each group from the board is imported on a separate sheet.

In the dashboard and the doc, you need to connect a needed board/s with Smart Spreadsheet.

When you import the board, Smart Spreadsheеt creates sheets with the group title names first and then adds (Copy) to the sheet names for its next import.