Creating a Spreadsheet
1
Navigate to Resources
Open a project and click on Resources in the navigation.
2
Click New
Click the + New button.
3
Select Spreadsheet
Choose Spreadsheet from the dropdown menu.
4
Name your spreadsheet
Give it a descriptive name that reflects its contents.
Working with Cells
Entering Data
- Click any cell to select it
- Type to enter data directly
- Tab to move to the next cell
- Enter to move to the cell below
- Arrow keys to navigate between cells
Selecting Cells
- Single cell: Click on the cell
- Range: Click and drag, or Shift + click
- Column: Click the column header
- Row: Click the row number
- All cells: Click the corner button or
Cmd/Ctrl + A
Cell Types
Cells automatically detect the type of data you enter:| Type | Examples | Features |
|---|---|---|
| Text | Names, descriptions | Left-aligned |
| Number | 42, 3.14, -100 | Right-aligned, calculations |
| Date | 2024-01-15, Jan 15 | Date formatting |
| Currency | $100, €50 | Currency symbols |
| Percentage | 50%, 0.5 | Percentage display |
Formatting Cells
Select cells and use the toolbar to:- Bold, italic, or underline text
- Change text color or background color
- Adjust alignment (left, center, right)
- Change number format (currency, percentage, date)
Columns and Rows
Adding Columns
- Right-click a column header and select Insert column left/right
- Click the + button at the end of the header row
Adding Rows
- Right-click a row number and select Insert row above/below
- Click the + button at the bottom of the spreadsheet
Resizing
- Drag the border between column headers to resize width
- Drag the border between row numbers to resize height
- Double-click a column border to auto-fit width to content
Deleting
- Right-click a column header or row number
- Select Delete column or Delete row
Reordering
- Drag column headers or row numbers to reorder
- Drop in the desired position
Sorting and Filtering
Sorting Data
Sort your data by any column:- Click the column header dropdown (arrow icon)
- Select Sort A to Z or Sort Z to A
- For numbers: Sort smallest to largest or vice versa
Filtering Data
Show only the data you need:- Click the filter icon in a column header
- Choose filter criteria:
- Text filters: Contains, starts with, equals
- Number filters: Greater than, less than, between
- Date filters: Before, after, between
- Apply the filter to show matching rows
Formulas
Use formulas to calculate values automatically.Basic Formulas
Start any formula with=:
| Formula | What it does |
|---|---|
=A1+B1 | Add values |
=A1-B1 | Subtract values |
=A1*B1 | Multiply values |
=A1/B1 | Divide values |
Common Functions
| Function | Example | Description |
|---|---|---|
SUM | =SUM(A1:A10) | Add up a range |
AVERAGE | =AVERAGE(B1:B10) | Calculate average |
COUNT | =COUNT(C1:C10) | Count numbers |
MAX | =MAX(D1:D10) | Find largest value |
MIN | =MIN(D1:D10) | Find smallest value |
IF | =IF(A1>10,"Yes","No") | Conditional logic |
Cell References
- Relative:
A1— Changes when copied - Absolute:
$A$1— Stays fixed when copied - Mixed:
$A1orA$1— Partially fixed
Importing and Exporting
Import Data
Bring in data from other sources:1
Click Import
In your spreadsheet, click the Import button.
2
Choose file
Select a CSV or Excel file from your computer.
3
Map columns
Match the imported columns to your spreadsheet columns if needed.
4
Confirm
Click Import to bring in the data.
- CSV (Comma-separated values)
- Excel (.xlsx, .xls)
Export Data
Share your data outside Trilo:- Click the Export button or … menu
- Choose your format (CSV or Excel)
- The file will download to your computer
Collaboration
Real-Time Editing
Multiple team members can work on the same spreadsheet:- See other users’ selections highlighted
- Watch changes appear in real-time
- Avatars show who’s currently viewing
Comments
Add comments to discuss specific cells:- Right-click a cell
- Select Add comment
- Type your comment and press Enter
- Team members will see a indicator on the cell
Keyboard Shortcuts
| Action | Shortcut |
|---|---|
| Copy | Cmd/Ctrl + C |
| Paste | Cmd/Ctrl + V |
| Cut | Cmd/Ctrl + X |
| Undo | Cmd/Ctrl + Z |
| Redo | Cmd/Ctrl + Shift + Z |
| Select all | Cmd/Ctrl + A |
| Bold | Cmd/Ctrl + B |
| Delete content | Delete or Backspace |
| Edit cell | F2 or Enter |
| Navigate | Arrow keys |
| Move to next cell | Tab |
Best Practices
Use headers
Use headers
Always include a header row with clear column names. This makes your data easier to understand and improves filtering.
Keep data consistent
Keep data consistent
Use the same format within a column (e.g., all dates in the same format, consistent currency symbols).
Freeze important rows/columns
Freeze important rows/columns
Freeze header rows and key columns so they stay visible when scrolling through large datasets.
Use formulas for calculations
Use formulas for calculations
Instead of manually calculating totals or averages, use formulas. They update automatically when data changes.