---
title: Spreadsheets
description: Edit tabular data in a Sheets-like grid — freeze and reorder columns, sort, paste, find & replace — and let WIZE query it in chat.
order: 3
---

# Spreadsheets

Spreadsheets in WIZE are editable grids for tabular data — donor lists, gift records, grant pipelines, prospect trackers. You can type in them directly, and WIZE can read and query them in chat when drafting, analyzing, or following up.

## Getting data in

- **Upload a file.** Drag a `.csv`, `.xls`, or `.xlsx` onto the WIZE window. Or use **New +** in the document search tab, or the **+** menu inside an existing document tab, and choose Upload. If WIZE can't tell whether your first row is data or column headers, it asks — so an ambiguous file never imports with the wrong header row.
- **Start an empty one.** **+** menu → **Spreadsheet** creates a blank sheet and opens it. Just start typing.
- **Paste it in.** Copy a range out of Excel or Google Sheets and paste it straight into the grid.
- **Ask WIZE.** "Build me a tracker with these columns" — WIZE creates the sheet, fills it in, and opens it as a tab.
- **Connect a CRM integration.** Pulls constituent records, giving history, and prospect data directly. See [Integrations](/help/integrations/) for the supported CRMs and how to connect.

## Editing

- **Click** a cell to select it, **double-click** (or just start typing) to edit it.
- **Copy, cut, and paste** work as you'd expect, including pasting a whole block from Excel or Google Sheets. If a paste is taller than the sheet, the extra rows are added for you.
- **Fill** a selection down with `Ctrl+D` or right with `Ctrl+R`, or drag the small square at the corner of a selection.
- **Undo and redo cell edits** with `Ctrl+Z` and `Ctrl+Y`. Undo covers cell edits only — column and row operations are not undoable (see the warning below).
- **The Delete key** clears the selected cells. If you've selected whole rows using the row numbers on the left, Delete removes those rows instead.
- **The grid keeps going.** Rows and columns past your data are empty until you type in one — that's when they're really created. A new column is named "Column 5" and so on; rename it any time. You can add up to 200 columns this way.

Values are displayed using the format WIZE detects for each column — amounts show as currency, percentages get a `%`, and numbers are right-aligned. That's display only: the underlying value is what's stored, and what an Export CSV gives you.

## Working with columns

Click the **⌄** on a column header for its menu:

| Menu item | What it does |
|---|---|
| **Sort A → Z** / **Sort Z → A** / **Clear sort** | Sorts the whole sheet by that column |
| **Rename column** | Renames it (or double-click the header to edit the name in place) |
| **Insert column left** / **Insert column right** | Adds an empty column beside this one |
| **Resize to fit data** | Widens the column to fit its longest value |
| **Freeze up to here** / **Unfreeze columns** | Keeps this column and everything left of it visible while you scroll sideways |
| **Hide column** | Hides it from view without deleting anything |
| **Delete column** | Permanently removes the column and its data |

**To freeze the first column** — the usual case, so a name or organization stays in view while you scroll right — open the first column's menu and choose **Freeze up to here**. Choose **Unfreeze columns** from the same menu to release it.

**To reorder columns**, drag a column header sideways and drop it where you want it.

**Hidden columns** appear as a "*N* hidden" button in the toolbar; click it to bring one back, or **Show all**.

> [!WARNING]
> **Column and row operations can't be undone.** `Ctrl+Z` only reverses cell edits. Deleting a column removes that column's data from every row for everyone in your Organization, and deleting rows removes them for everyone too. Hiding a column is the reversible alternative — it stays in the sheet, and only *you* stop seeing it.

Freeze remembers a *position*, not a particular column: it keeps the first N columns in view. If you reorder columns afterwards, whatever now sits in those positions is what stays frozen.

## Working with rows

Right-click any cell for the row menu:

- **Clear cells** — empties the selected cells
- **Duplicate row** (or "Duplicate *N* rows" when several are selected) — copies them to the end of the sheet
- **Delete row** / **Delete *N* rows** — removes them

Select multiple rows by clicking the row numbers down the left edge. New and duplicated rows are always added at the end of the sheet; there's no way to insert a row in the middle.

## The toolbar

- **Search** (`Ctrl+F`) — find text anywhere in the sheet
- **Replace** (`Ctrl+H`) — find & replace across the sheet, with an optional match-case, and a count of what will change before you commit
- **Refresh** — re-pull the sheet from the server
- **Download** — save the sheet as an **.xlsx** (Excel) or **.csv** file
- **Export CSV** — downloads what you're currently looking at: the visible columns (hidden ones are left out), in the current sort order, and the rows loaded so far. Values come out as stored, without the display formatting
- **Queries** — appears when WIZE has saved queries against this sheet; opens the results
- **Lock editing** — makes the sheet read-only for everyone but you while you work through it; **Unlock** releases it

## What your teammates see

Spreadsheets are shared with your Organization, so most of what you do is shared too:

- **Shared with everyone** — cell data, column names, the **column order** you drag them into, inserted and deleted columns, added and deleted rows.
- **Only in this browser** — **freeze**, and **which columns are hidden**. These are view preferences stored in the browser you're using: they won't follow you to another computer, and a teammate still sees every column you've hidden.

One overlap worth knowing: dragging a column to reorder saves the new order for everyone, and any columns you've hidden go to the *end* of that shared order. So if you hide a column and then reorder, teammates will see the hidden column move to the far right.

## When a sheet is read-only

- **Someone locked it.** A banner says so at the top. The menus still open, but changes won't save until they choose **Unlock**.
- **It's synced from Airtable.** Those sheets are maintained by the nightly sync — edit the data in Airtable and it arrives overnight. See [Integrations](/help/integrations/).

## What WIZE can do with the data

Ask WIZE about a sheet in chat — to summarize it, find patterns, draft from it (renewal email lists, for example), generate follow-up tasks, or answer specific questions about the columns and rows. WIZE can query your spreadsheets by name even when they aren't open in a tab, and can create and fill in new ones for you.

WIZE can also **change** a sheet for you on request: add or update rows and cells, add a column, delete rows, and **permanently delete a column** — "remove the date_added column completely" drops it from the sheet and from every row, the same as choosing **Delete column** from the header menu yourself. Like the menu version, that one can't be undone; ask WIZE to clear the values instead if you want to keep the column.

## Privacy

Spreadsheets are visible to everyone in your Organization by default, and are restricted exactly the way documents are: open **Share…** from the spreadsheet's three-dot ⋮ menu or from **File Settings → Sharing** (⋮ → **Settings**) and, under **Who at \<your organization\> can see this**, choose **Only people with access (Private)**. You do not have to have created a spreadsheet to restrict it. A spreadsheet can also be shared by public link, read-only. See [Documents → Privacy](/help/documents/).

## What's supported today

| Feature | Status |
|---|---|
| CSV / Excel upload | ✓ |
| CRM integration pull | ✓ |
| Creating a sheet from scratch | ✓ |
| Clipboard paste (including from Excel / Google Sheets) | ✓ |
| Sorting | ✓ |
| Freeze columns | ✓ |
| Reorder columns (drag the header) | ✓ |
| Hide / show columns | ✓ |
| Find & replace | ✓ |
| Duplicate and delete rows | ✓ |
| Delete a column (menu, or ask WIZE in chat) | ✓ |
| Export to CSV | ✓ |
| Formulas | ✗ |
| Inserting a row in the middle | ✗ |