Spreadsheet

• Get started
• Insert and link to Cobuild data
  • Insert a list
  • Insert a pivot table
  • Insert a chart
  • Insert clickable links
  • Insert financial data
• Work with data
  • Pivot tables
  • Functions
  • Global filters
• Present and visualize data
  • Charts
  • Conditional formatting
• Share and collaborate

Cobuild Spreadsheet allows you to organize, manipulate, analyze, and visualize data. It offers similar functionality to other spreadsheet solutions with the added benefit of integrating directly with your Cobuild database.

With Cobuild Spreadsheet, you can:

• create spreadsheets or upload files and open them as Cobuild spreadsheets

• create and use templates

• use functions, including Odoo-specific functions

• insert and link to Odoo data

• use pivot tables

• filter data across multiple Cobuild data sources using global filters

• visualize data using charts and formatting

• share files internally and externally

The Spreadsheet module is part of Cobuild Documents.

Tip

Within a spreadsheet, opening the command palette, using the keyboard shortcut Ctrl + K or Command + K, allows you to browse and execute spreadsheet commands via the keyboard, without having to navigate menus.

Note

Cobuild spreadsheets serve as the foundation for the dashboards available in Cobuild Dashboards. On a dashboard, charts and data tables are used to display dynamic Cobuild data and provide an overview of key business metrics.

Standard, pre-configured dashboards can be customized by editing the dashboard’s underlying spreadsheet via Dashboards. Custom dashboards can also be created from scratch, starting from a Cobuild spreadsheet; any subsequent modifications are performed via Dashboards.