Reference: Common Workbook Actions and Usage Notes

Copy a workbook

In the workbook, select

File

Copy Workbook

.

Use full-screen mode

Full-screen mode hides the Workday header to display the maximum possible number of workbook rows.

To enter full-screen mode, select

View

Full Screen

.

To exit full-screen mode, press Esc or select

View

Exit Full Screen

.

While in full-screen mode, to exit from dialogs, such as the Print dialog, press Alt+` .

Workday doesn't support full-screen mode in the Safari browser.

From Drive, select

Trash

. Select the row containing the workbook and then click the

Restore

icon. Workday places restored workbooks in the Drive home view.

If you remove a workbook that was shared with you (you don't own it), you remove yourself from the list of shared users. The workbook disappears from Drive and it does not display in the Trash folder.

If a problem, such as a system error or an interrupted process, causes a workbook to be corrupted, you can return the workbook to a working state using a keyboard shortcut:

Many shortcuts are the same as other spreadsheet products, but because Worksheets is browser-based, several are different. See

Help

Keyboard Shortcuts

for details; select

Help

Keyboard Shortcuts

Print List

to view all the shortcuts in a printable format.

Keep in mind that keyboard shortcuts are intended for use with US English keyboards. Results might vary with different keyboard layouts.

To undo a change, select

Edit

Undo

or press Ctrl+Z (Windows) or Cmd+Z (Mac).

To redo a change, select

Edit

Redo

or press Ctrl+Y (Windows) or Cmd+Y (Mac).

Worksheets tracks your most recent 15 changes that you can undo.

You can't undo some actions, such as deleting a sheet. If you select to do one of these actions, a confirmation message displays; if you continue with the action, the tracking of your changes resets to that point. You can't undo changes that occurred before this one, unless you previously created a workbook version.

Keep in mind that another person editing the workbook might do an action that resets change tracking, which prevents you from undoing your change.

You can't undo changes to workbook comments in the Comments panel, and reverting to a previous version doesn't restore comment changes.

We recommend creating a workbook version (

File

Versions

) before doing any of these actions, which can't be undone:

To hide rows or columns in a workbook sheet, select the rows or columns to hide, then right-click and select

Hide

. To unhide, click the

< >

indicator.

To hide a workbook sheet, select the triangle icon on the right side of the sheet (tab) to open the menu, then select

Hide

. To unhide, click the triangle icon at the bottom right of the workbook to display a list of all the sheets, and then click the hidden sheet. Hidden sheets are indicated with a crossed-out eye icon .

When you apply a filter, it's applied to that specific dataset. The filter doesn't reapply if the dataset changes; you need to remove and re-apply the filter.

Select the columns or rows to sort, then select

Data

Sort

and then choose a sort order or select

Advanced Sort

.

To use Advanced Sort:

By default, if your workbook sheet contains live data and you select

Advanced Sort

, Worksheets selects only the live data area for the sort. If you want to include additional columns in the sort, highlight the entire range that you want to sort before selecting

Advanced Sort

.

General guidelines include:

Unhide columns and rows before sorting.
Use the same data type for all values in a column.
Make sure all rows contain data; don't include blank rows.
Use the alignment selector for cells; don't manually add spaces in front of values.

You can use Ctrl+C and Ctrl+V to copy and paste content as values from a desktop spreadsheet application such as Microsoft® Excel® into a workbook, or from one Worksheets workbook to another. However, you can't use the menu option

Edit

Paste Special

to paste desktop application content into a workbook; Paste Special works only between workbooks that reside in Worksheets. You must upload and convert the desktop spreadsheet into Worksheets by selecting

Add New

Upload

before you can use

Edit

Paste Special

.

The limit when pasting content from one workbook to another is 9 MB.

You can use a keyboard-based alternative instead of drag-fill:

In the cell you want to copy from, enter the formula or value and then press Ctrl+C (Windows) or Command+C (Mac) to copy it.
Press Ctrl+Shift+Down Arrow (Windows) or Command+Shift+Down Arrow (Mac) to select all cells in the column, down to the bottom-most cell.
Press Ctrl+V (Windows) or Command+V (Mac).

Drag a freeze handle from the top left corner of the sheet to freeze columns or rows.

Alternatively, you can scroll until the desired column or row is in the first viewable position in the workbook, then freeze at that position by selecting

View

Freeze Panes

Top Row

. Worksheets freezes at the location of the first visible row in the spreadsheet, which might not be row 1. Similarly, selecting

View

Freeze Panes

First Column

freezes at the position of the first visible column in the workbook.

To unfreeze all columns and rows, select

View

Freeze Panes

Unfreeze All

.

If you have special requirements for formatting numerical data in a cell, you can use

Format

Number

Custom

. Worksheets supports the same formatting codes as other popular spreadsheet products. For example, if you want to always display 3 digits to the right of the decimal point in a cell, use the custom formatting string

#.000

.

Select

Edit

Find

to open the Find in Sheet panel and search for text on a workbook page.

Double-click the cell in which you want to insert a line break. Click the location inside the selected cell where you want to break the line. Press Alt+Enter (Windows) or Option+Enter (Mac).

If you use the workbook formula editor, it removes line breaks, so you need to add the breaks again.