Worksheet
The Worksheet is a grid-style view that makes it easy to see and explore your data. It’s ideal when you need to display multiple rows, compare values, or group and organize your results. You can customize columns, apply formatting, and even export the data.
When to use Worksheet
- Viewing structured data: Present data in a clear, grid-style layout that is easy to scan and work with.
- Customizing your layout: Adjust column widths, freeze headers, and apply formatting to make data easier to interpret.
- Grouping and pivoting data: Organize information by different dimensions to compare values or summarize totals.
- Exporting formatted data: Generate Excel or PDF exports that retain your layout, groupings, and totals.
- Exploring interactively: Filter, sort, and drill into your data directly from the view for deeper analysis without switching screens.
Example use cases
Example
- Detailed reporting: Display large volumes of data in a clear, structured grid with multiple rows and columns.
- Sales analysis: Summarize and compare sales by region, product, or time period to identify performance trends.
- Financial statements: Present revenue, expenses, and profit margins in a familiar row-and-column format.
- Operational tracking: Monitor KPIs, inventory, or transactional data with filters and groupings for easy insight.
- Export-ready reports: Format data with customizable headers, totals, and group breakdowns.
- Ad hoc exploration: Quickly rearrange, sort, or pivot data to answer one-off business questions without needing to create a new view.
Worksheet features
Worksheets include several features to explore, format, and manage your data:
| Feature | Description |
|---|---|
| Create a worksheet | Build a new worksheet to display data in a grid format. |
| Content area | Interact with your data by slicing, dicing, and drilling down into detailed records. |
| Adjust properties | Configure worksheet settings, such as layout, filters, and display options. |
| Column formatting | Format columns to control the appearance and presentation of data values. |
| Override aggregations | Change how data is summarized by applying custom aggregation rules. |
| Data entry | Enter or update values directly in the worksheet to manage live data. |
Nectari Copilot for worksheets
The Nectari Copilot is your intelligent assistant that lets you work with worksheets using plain, natural language.
Copilot can provide insights into your data, offer recommendations to improve layouts or organisation, and perform changes such as grouping, pivoting, filtering, sorting, or formatting — all without manually editing the worksheet yourself.
Hey, Nectari Copilot!
Group the data by Region, pivot by Month, filter to show only orders above $10,000, and make the header row bold with a light blue background.
See Nectari Copilot for Worksheets for more details.