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Getting Started with Sheets

2 min readUpdated Mar 25, 2026

Create a Spreadsheet

From the home page, click Spreadsheet in the creation row, or drag an .xlsx file to upload an existing spreadsheet.

The Grid

The spreadsheet grid works like Excel:

  • Click a cell to select it
  • Double-click or press F2 to edit
  • Tab to move to the next cell, Enter to move down
  • Drag the fill handle (bottom-right corner) to auto-fill a series

Formulas

Type = in any cell to start a formula. Optimaite Sheets supports 300+ Excel-compatible formulas:

CategoryExamples
MathSUM, AVERAGE, MIN, MAX, ROUND
LookupVLOOKUP, HLOOKUP, INDEX, MATCH
LogicIF, AND, OR, IFERROR, SWITCH
TextCONCATENATE, LEFT, RIGHT, MID, TRIM
DateTODAY, NOW, DATEVALUE, DATEDIF
FinancialPMT, NPV, IRR, FV

Press K and describe what you need — the AI can write complex formulas for you. Try: "Calculate the running total of column B"

Formatting

  • Number formats — currency, percentage, date, custom formats
  • Cell formatting — borders, colors, fonts, alignment
  • Conditional formatting — color scales, data bars, icon sets, custom rules
  • Merge cells — combine cells horizontally or vertically

Charts

Select a data range and insert a chart. Supported types include bar, line, pie, scatter, area, and more. Charts update automatically when data changes.

AI for Sheets

The AI assistant understands your spreadsheet data:

  • "Create a pivot summary of sales by region"
  • "Add a chart showing monthly trends"
  • "Write a formula to calculate compound interest"
  • "Highlight all overdue invoices in red"
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