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Update: Collaborative Spreadsheets are now available for all users. Release Part1 & Part2 are complete. Please see our Quick Steps & Troubleshooting to learn more about the new functionality

Online spreadsheets

Online spreadsheets are spreadsheets that live in Central Desktop and can be edited in from your browser with no additional software required. Online spreadsheets work like traditional spreadsheets, but with a few important differences.

Online spreadsheets are stored in your workspace and can be accessed by any workspace member without the needing to download the file. Another great benefit is that multiple members can work on the same spreadsheet simultaneously.

Note: In order for data you have entered into a cell in a spreadsheet to be saved, you must click 'Enter', or click into another cell. Opening a spreadsheet, entering data into a cell, and saving the spreadsheet without either clicking 'Enter', or clicking into another cell, will not save the data entered into the cell.
 
 

  

Creating a new online spreadsheet

To create a new online spreadsheet, navigate to Files & Discussions and click on New > Spreadsheet

  

 

Saving an online spreadsheet

To save an online spreadsheet, simply click on Save. For additional save options, click on the drop down arrow to:

  • Save: Saves changes and keeps you in edit mode. This options does not create a new version of the spreadsheet.
  • Save and Close: Saves the spreadsheet and return your to the Files & Discussions tab. This option does create a new version of the spreadsheet and is also reflected in the Audit Log.
  • Save and Notify: Saves the spreadsheet and allows you to notify subscribers, change the status, add tags, or add a comment. This option does create a new version of the spreadsheet and is also reflected in the Audit Log.

 

 

It is a best practice not to keep a spreadsheet open, without saving, for extended periods of time (longer than an hour).

Exporting Spreadsheets

Online spreadsheets can be exported into the following formats:

  • Microsoft Excel Workbook (.xlsx)
  • Microsoft Excel 97-2003 Workbook (.xls)
  • OpenDocument Spreadsheet (.ods)
  • Comma Separated Values (.csv)
  • Tab Separated Values (.tsv)
  • PDF Document (.pdf)
  • HTML Document (.html)

In order to export an online spreadsheet, navigate within the spreadsheet's internal toolbar to File > Export As, and choose the appropriate file type.

  

 

Allowing third-party cookies

If your browser blocks third-party cookies, you will need to add certain URLs to the allowed list OR unblock all third-party cookies to view and edit online spreadsheets (depending on your browser).  The following URLs will need to be unblocked to use Online Spreadsheets:

1) accounts.zoho.com

2) sheet.zoho.com

3) video.zoho.com

  

 

The following screenshots will illustrate how to unblock third-party cookies for your specific browser. 

Chrome

While in a Chrome Browser, click on the lock icon on the URL Bar, then click 'Show cookies and site date'.

  

 

From the cookies menu, click on the 'Blocked' tab, then click each individual URLs to allow them.

 

 

Firefox

Click on the internet options menu in the top right hand corner of your browser, then select the 'Options' sub-menu"

  

 

 

From the 'Options' menu, click on the 'Privacy' button on the side navigation menu.  From Privacy, Click on the drop down menu under History and select " Use custom settings for history".  Once selected, you can then choose between turning on all third-party cookies or just the URLs from the Online Spreadsheet.

 

  

 

If you choose to select only the URLs from the Online Spreadsheet, you can add them from the Exceptions menu as seen below.

 

 

 

Safari

After opening Safari, click on the Safari drop down menu and Select, 'Preferences'. 

 

 

From Preferences, select the 'Privacy' tab, then select 'Never' under 'Block cookies and other website data'. 

  

Internet Explorer 11

Select the gear icon in the top right hand corner of your browser, then select 'Internet Options'. 

 

 

From Internet Options, select the 'Privacy" tab, then select 'Advanced'.

  

From the Advanced menu, select 'Override automatic cookie handling'.  From there, you can select to accept third-party cookies.

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