Understanding Spreadsheets

Managing which columns are included is a basic action that can be found in the settings menu to the right in the toolbar. Sorting can be performed by clicking the header of each column.

Editing items

The values of each item in a spreadsheet can be edited in two ways: either by double-clicking the specific cell to edit the value or by clicking the name of the item on the row corresponding to the item you would like to edit to bring in the sidebar.

Please note: The shortcuts in the shortcuts column only are shown when moving the mouse over the item in the spreadsheet.

Tip: To change the values of multiple items in one column at the same time, select two or more items by holding down Ctrl / Cmd when selecting items and change the value of one item to change all at the same time.



Configuring Columns

All spreadsheets include both a row number column and a shortcuts column as the first and second columns. Which shortcuts are present in the shortcuts column depends on which spreadsheet you’re looking at. The rest of the columns in the spreadsheet are, in most cases, custom and can be either a predefined column or a custom attribute column.

You can add and remove columns (attributes) by clicking the settings button to the right in the toolbar and selecting which attributes to show in the Attributes menu.



A filter toolbar is part of every spreadsheet to make it easy to filter and narrow down the data displayed in the spreadsheet. The toolbar consists of three parts: quick filters, a free filter text field, and a Filters button with a menu of options like applying a saved filter or opening the Filters panel etc.

Formatting cells

Some columns can (depending on the data type) be formatted when displaying the data in the column. A cell in a column can, for instance, get a red background color if the value in the cell is negative, and a date can either be displayed as is or relative to today (a fuzzy date).

To change formatting, move the mouse over the column header and click the small arrow  icon to the right, and select Cell formatting.



Showing summaries with functions

The use of spreadsheet functions in spreadsheet columns is a way to get a quick overview of the data in the columns. Columns can have different functions applied like Sum, Min, Max, or a custom expression that pulls data from other columns in advanced calculations.



Follow these steps to enable a spreadsheet function:

1. Go to the Tasks Spreadsheet.

2. Move the mouse over the column header you want to add a function to and click the small arrow icon to the right.

3. Select Functions and then the function you want to apply on the column, either a predefined function like sum or count or write your own expression by selecting Expression.

4. The selected function name and the calculated value is presented immediately in the column header.

Tip: More help on how to write expressions can be found by clicking the question mark icon in the Expression dialog in the ftrack interface.



Sorting manually

In the Tasks Spreadsheet, there are two sorting options: automatic and manual sorting.

Click the settings icon to the right in the toolbar and select Manual sort to enter manual sorting mode. This will enable objects to be moved and reordered the way you like.


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