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Appendix

Application Icon   Sheets

Sheets contain text in a table and can be used to store any kind of tabular data from an address book to recording health statistics to employee timesheets. They are made up of records, defined by parameters displayed as a form or columns. For example, a simple sheet could contain a table of peoples' name, title, and department.

When you create a sheet or make changes to the sheet columns via the Column Editor, you will specify the column names and their types. An explanation of the data types can be found in the Data section of the appendix.

PRO

Sheets can be displayed as a table or a form via the View > Document Display menu or using the and buttons in the navigation bar. The table view is similar to standard spreadsheet views. Form view is similar to the record view e.g., in FileMaker.

Use sheets like any other document. Add new rows using Tools > Sheets > Add Record, delete rows by selecting them and using Edit > Delete. Alternatively, use the contextual menu. Click a cell to edit its content, press the ⎋ Escape key to stop editing, and use the ⇥ Tab or ↩ Return keys to navigate from cell to cell. Hold the ⌘ Command key to activate a link in a cell.

If you import tab or comma-delimited files, e.g., CSV or TSV files, they will be imported and displayed as sheets. Sheets can also be created via Data > New > Sheet. You will just need to provide starting column headings, which you can certainly add or take away from later.

Navigation Bar

The Navigation bar displays the current record and the total number of records in the sheet. Clicking on this information opens a Go to record function so you can quickly jump to a specific record in the sheet. In addition, there are options to go to the first, previous, next, or last records.

Editing Bar

To make working with sheets even more efficient, DEVONthink includes the editing bar with some basic tools:

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    Add a new record to the sheet.
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    Duplicate the current or selected records.
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    Delete a new record from the sheet.
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    Add a new column to the sheet.
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    Displays the Column Editor to allow editing and managing the columns.
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    Delete a column from the sheet.

In Text Alternative, there is one more option in the editing bar: Delete Selected Column allows you to delete a column. Just click on the column header you want to delete, then this option is enabled.

Contextual menu

There are a few sheet-specific contextual menu items available when you're Control-clicking in a sheet.

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    Cut/Copy/Paste: Cuts, copies, or pastes whole records in a sheet. Use them, for example, to duplicate records. Pasting always pastes as the last record in the sheet.
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    Delete Records/Columns: Deletes the selected record(s) or column(s).
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    Edit Columns: Displays the Column Editor to allow editing and managing the columns.
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    New Column: Creates a new column in the sheet.
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    New Record: Creates a new record in the sheet.
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    Duplicate Record: Duplicates a selected record in the sheet.

Note: Despite any visual or behavior similarities with Microsoft Excel, sheets are not spreadsheets and therefore do not provide functions and formulae.