Overview

Spreadsheets have been an old good friend working of accountants, in the most convenient ways, worked wonders for the fields of finance and accounts. In Pragmeo, you can facilitate your clients by entering their financial details on a spreadsheet. You can design and format this spreadsheet in the same way as you would do in Microsoft Excel or Google Sheets. 


You can add the spreadsheet to your form as a field. This field allows you to create a spreadsheet in your form where you and your client can enter data based on the configurations.


To add a spreadsheet to your form:


  1. From Fields List on the right, drag the Spreadsheet field to the canvas.
  2. Click Open Spreadhseet.


The spreadsheet is now enabled for modification.




You can always download and upload  the spreadsheet in the Excel (XLSX) format.


After you have made the required changes in the spreadsheet, click OK to save and close the dialog. In case, you do not want to save any of your modifications, click Cancel.


Working with the Spreadsheets

In the following steps, we will work with the spreadsheets to see how you can edit, format, and calculate spreadsheet values.


To enter values in the spreadsheet cells:


  1. Simply, click Open Spreadsheets to allow modifications on the spreadsheet.

  2. Click on any of the cells and simply start typing the values.


The following animation illustrates how to start editing your spreadsheet.



You can use the short key F2 on your keyboard for editing any selected cell.


You can cataegorize your information into multiple sheets just like in Excel. You can rename and delete this sheet as needed.


Let's powerup sheets with formulas

In the following steps, we will use basic Excel formulas to add more functionality to the spreadsheets.


We will use the following example data to explore the formulas.



To apply basic mathematical formulas


In the cell D2, enter the following formula and press Enter on the keyboard. 

=C2*B2

This will multiply Per Unit Cost with Quantity, this will yield the total cost for each item.



You can drag this cell over others to apply its formula.



You can also use SUM(), AVERAGE(), and other functions in your formulas. To view the list of available functions, enter = in any cell as shown below.



Let's import and export the spreadsheet

You can import any file containing textual data like TXT, XLSX, etc. In the following steps, we will import a file in the spreadsheet.  


  1. From the bottom of the screen, click the import icon.

  2. Select any file from the dialog box, and click OK.

  3. The file data will be displayed in your spreadsheet.



You can export your spreadsheet data into XLSX format in just one click.



Let's format the spreadsheet

In the following steps, we will format the spreadsheet to add more aesthetics and meanings to the cell values.


We will use the following example data to explore the formatting features of the spreadsheets.


In the above example, we have three columns of Name, Quantity, and Cost. We have three different entries identified as Chair, Table, and Computer.

To apply bold format on the cell values:


  1. Highlight the cell values that you need to bold.

  2. From the toolbar on top, click . 


Alternatively, you can also use CTRL + B on your keyboard for the same effect.


The following animation illustrates an example of how you can bold your table headings.




To apply color formats on the cell values:


  1. Highlight the cell values that you need to color.

  2. From the toolbar, select the desired background and text colors.


The following animation illustrates an example of how you can apply colors to your cell values.