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:
| Category | Examples |
|---|---|
| Math | SUM, AVERAGE, MIN, MAX, ROUND |
| Lookup | VLOOKUP, HLOOKUP, INDEX, MATCH |
| Logic | IF, AND, OR, IFERROR, SWITCH |
| Text | CONCATENATE, LEFT, RIGHT, MID, TRIM |
| Date | TODAY, NOW, DATEVALUE, DATEDIF |
| Financial | PMT, 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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