Spreadsheets

Drop a full, collaborative spreadsheet into any note — with formulas, charts, and pivots, right inside Heyweek. (Beta)

Overview

Spreadsheet notes bring a real grid into Heyweek. Build a quick budget, a project tracker, or a simple model with formulas and charts — no separate tool required. Because the spreadsheet lives inside a note, it sits alongside the project context it belongs to instead of in a disconnected file somewhere else, and it can be shared with your team like any other note.

IMPORTANT

Spreadsheet notes are in beta and rolling out gradually. Some features may change as we refine them, and your feedback helps shape what ships.

Key features

• Familiar grid — Multiple sheets, cell formatting, alignment, and auto-fit rows and columns.
• Formulas — A full formula engine with helpers like AutoSum and average, plus formula auditing to trace precedents and spot errors.
• Charts & pivots — Add charts and pivot tables to summarize your data.
• Sort & filter — Multi-level sorting, filters, and saved filter views.
• Conditional rules — Highlight cells with conditional formatting rules.
• Import & export — Bring data in and take it back out when you need to.
• Shareable — A spreadsheet note can be shared with your team like any other note.

Creating a spreadsheet

1. Create a new note and choose the spreadsheet type.
2. Enter data and formulas just like any spreadsheet — start a cell with = to calculate.
3. Add sheets, charts, and pivots as your data grows.
4. Share the note with your team and edit it together in real time.

Using it for planning and budgets

A spreadsheet note shines for the kind of light modeling that doesn't justify opening a separate tool. Sketch a project budget, build a simple resource plan, track deliverables and their status, or work through a quick what-if model. Because formulas recalculate as you type, you can adjust an assumption and watch the totals update — and because the note carries project context, the numbers stay connected to the work they describe.

Working with formulas

Start any calculation by typing = in a cell, then build up from there. Helpers like AutoSum and average speed up the common cases, while the formula engine handles more involved calculations across cells and sheets. When a result looks off, formula auditing lets you follow precedents and trace where a value comes from, so you can find and fix errors instead of guessing.

TIP

When a number isn't adding up, reach for formula auditing to follow the precedents back to the source. It's far faster than checking cells one by one.

Charts, pivots, and analysis

Raw numbers only go so far. Add charts to visualize trends and make a sheet readable at a glance, and use pivot tables to summarize large data sets without reshaping the underlying grid. Multi-level sorting, filters, and saved filter views let you slice big sheets to answer a specific question and then return to your original layout. Conditional formatting rules make the important values stand out automatically.

Sharing and collaboration

Sharing a spreadsheet note works like sharing any note: bring in your team and edit together in real time, with everyone seeing the same up-to-date grid. When you need the data elsewhere, export it; when you're starting from existing data, import it in. This keeps the spreadsheet useful both inside Heyweek and in your broader workflow.

Works with the rest of Heyweek

• Spreadsheets live inside Notes, so they sit alongside your docs and project context.
• Keep them organized with Projects so plans and budgets stay close to the work.
• Pair a planning sheet with Reports to compare your estimates against what actually happened.
• Attach related Files to the same note for full context.

Tips

• Reach for a spreadsheet note when a quick model or tracker doesn't justify a separate tool.
• Use saved filter views to slice a large sheet without disturbing everyone else's layout.
• Lean on formula auditing the moment a number looks wrong.
• Since it's in beta, tell us what's missing — it directly influences what we build next.