You can configure workbooks on the Edit page.

Common functions

On the workbook Edit page, you can perform multiple operations on data, including undo, redo, cut, copy, and paste, as shown in the following figure:



Conditional formatting

Click the Conditional Formatting icon to set conditional formatting rules, for example, highlight values within a specified value range.



Add images and hyperlinks

You can click the Upload Image and Hyperlink icons to add images and hyperlinks to the workbook to visually optimize the workbook, as shown in the following figure:



Add drop-down lists

You can click the Drop Down icon to add labels to the data records.
Note Separate multiple labels with commas (,).


Text format

This feature allows you to adjust the text format in charts.

  • Specify the text font, color, and background.
  • Specify the text size and style (bold, italic, underline, and strikethrough).
  • Specify the cell style (text alignment, text wrap, text indent, and cell merge).
  • Specify the text formatting method (general, number, text, percentage, date, and custom settings)


Table properties

This feature allows you to adjust table properties.

  • Insert rows, insert columns, delete rows, delete columns, autofit row height, and autofit column width.
  • Group, ungroup, hide rows, hide columns, freeze rows, and freeze columns.
  • Set borders.
  • Sort, filter, and set table styles.


Global variables

You can set global variables in the workbook. You can use global variables to add hyperlinks to cross tables.

  1. On the workbook Editing page, click the Global Variables icon.

  2. In the Global Variables dialog box, enter the required variable and click OK, as shown in the following figure:

Create charts

In the workbook, you can create charts based on the data in the workbook. Currently, you can create the following types of charts: line, vertical bar, pie, funnel, scatter, and radar charts. You can also create gauges and polar diagrams.

  1. You can click a chart icon to create a chart, such as a vertical bar chart.
  2. You need to select data sources in the workbook to create charts.

  3. Click OK. A chart is automatically created in the workbook.