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Multi-criteria filters
Open Filter in the toolbar and add up to five criteria. Each criterion is a column, an operator, and a value; all criteria must match (they combine with AND). Operators adapt to the column type — contains/equals for text, greater/less than for numbers and currency, before/after for dates, checked/unchecked for checkboxes, is/is-not for selects.
Active filters appear as chipsabove the grid; click a chip to edit it, or its × to remove it. Filtering is done on the server, so it's fast even on large worksheets, and an API request with the same criteria returns exactly the rows you see.
Example: Petty cash review = Amount greater than 100 + Category is Travel + Date after the 1st — three chips, one shortlist.
Sorting
Sort by any column, ascending or descending, from the toolbar or the column header menu. Sorting is display-only — it never rewrites the stored row order, so dropping the sort returns the sheet to its manual arrangement. Note that while a sort or filter is active, manual row drag-reordering is paused (there's no stable place to drop a row in a computed order).
Row grouping and summaries
Choose a column in the Group by control and rows cluster under a colored band per value — every Category together, every Status together. Each band shows summary chips: a row count, plus a live sum for each currency column in the group. Group a cash book by month and the bands are your monthly totals; no formulas required.
- Click a group band to jump the grid to that group.
- Grouping combines with filters — filter first, then group what remains.
- Grouping works with select, text, date, user, and checkbox columns.
Saved views
A view captures the current filters, sort, and grouping under a name — Open items, This month, Over $500. Save from the view switcher in the toolbar; switching views swaps the whole configuration at once. Views belong to the worksheet, so your teammates see and can use the same views.
Public view links and forms
- Public view links. Any saved view can be shared as a read-only public link. Visitors see exactly the rows and columns the view exposes — filters applied, no sign-in required, no editing. Revoke the link at any time; it stops working immediately.
- Public forms. A view can also be shared as a form: visitors fill in the fields and each submission becomes a new row. Useful for expense submissions or requests from people outside your workspace. Submissions respect column validation and trigger automations just like rows created in the grid.
Dashboards have their own public sharing — see Dashboards.