Use Insert Spreadsheet through 5 how-to topics, all available without membership; start from the How-to Index to insert, edit, organize, and export spreadsheet content.
How-to Index
How-to Guide
1. Insert a spreadsheet from the Insert tab
Entry point: Insert → Spreadsheet
- Place the cursor where you want to insert the spreadsheet.
- Click Insert on the top toolbar.
- Select Spreadsheet.
- Choose the number of rows and columns you need.
Success Criteria
- Interface result: A new spreadsheet area appears in the document.
- Next action available: You can select cells and start entering content.
Tips While Using
- Common mistake: If the cursor is not placed first, the spreadsheet may be inserted in an unexpected location.
2. Insert a spreadsheet with slash commands
Entry point: Type “/” in a paragraph → Spreadsheet
- Type / in a paragraph to open the quick insert menu.
- Search for Spreadsheet or sheet.
- Select the spreadsheet option to insert it.
- You can also type /dzbg, /et, or /sheet to create one quickly.
Success Criteria
- Interface result: Spreadsheet-related options appear in the quick menu.
- Next action available: Selecting the option creates a spreadsheet at the current position.
Tips While Using
- Common mistake: If you type the command but do not confirm the menu option, the spreadsheet may not be inserted.
3. Edit spreadsheet content inside the document
Entry point: Double-click the spreadsheet to enter editing mode
- Select a cell, or double-click a cell to enter editing mode.
- Enter or modify content in the cell.
- Use the floating toolbar or right-click menu to adjust cell style and content.
- Click outside the spreadsheet area to finish the current edit.
Success Criteria
- Interface result: Cells can be selected and show an editable state.
- Next action available: Updated content remains in the spreadsheet.
Tips While Using
- Common mistake: If you do not exit cell editing mode, it may seem like the content was not saved yet.
4. Use formulas and data organization tools
Entry point: Select cells or a range in the spreadsheet
- Select the data range you want to work with.
- Enter the required formula for calculation.
- Use filtering or sorting as needed to organize the data.
- Add a drop-down list if you want more standardized input.
Success Criteria
- Interface result: Formula results display correctly, and the range can be sorted or filtered.
- Next action available: You can continue adding data or adjusting formatting.
Tips While Using
- Common mistake: If the wrong range is selected first, sorting or filtering may not produce the expected result.
5. Save the spreadsheet as a smart spreadsheet file
Entry point: Spreadsheet floating toolbar → More → Save as Spreadsheet
- Click the spreadsheet in the document to open the floating editing bar.
- Click More.
- Select Save as Spreadsheet.
- Follow the prompts to save it as a new smart spreadsheet file.
Success Criteria
- Interface result: A save or export window appears.
- Next action available: A new smart spreadsheet file is created and can be opened separately.
Tips While Using
- Common mistake: If the target spreadsheet is not selected first, the export option may not appear.