Zoom Sheets is an AI-native spreadsheet platform that helps you create, manage, and analyze data-driven spreadsheets. Unlike traditional tools that focus solely on data entry and calculations, Zoom Sheets emphasizes achieving meaningful outcomes like data insights, informed decision-making, and effective collaboration with your team. The platform integrates seamlessly with Zoom's ecosystem, allowing you to transform meeting content into structured data tables and leverage your Zoom Workplace resources for context-aware spreadsheet creation.
Requirements for getting started with Zoom Sheets
Use of metered AI features requires either a Zoom AI Productivity Suite or ZoomMate license and available AI Credits
Zoom Workplace desktop app for Windows, macOS, or Linux: 7.0.0 or higher
Zoom Sheets offers multiple methods for creating spreadsheets to suit different workflows and preferences. You can manually create a spreadsheet, import existing files from other sources, or use AI to generate spreadsheets with natural language prompts. Once a spreadsheet has been created, you can add additional elements to enhance the spreadsheet, including formulas, charts, pivot tables, and conditional formatting. Learn more about using AI with Zoom Sheets.
Once you create your spreadsheet, you can easily share it with others, enabling collaboration. Sharing the spreadsheet allows collaborators to edit and add comments on cells, rows, or columns within the spreadsheet. Learn more about sharing spreadsheets with Zoom Sheets.
Zoom Sheets shortcuts can help you save time and improve your productivity when creating spreadsheets. Knowing the most common shortcuts can make navigating Zoom Sheets easier and help you stay focused on the content. Learn more about using keyboard and mouse shortcuts with Zoom Sheets.
How to use Zoom Sheets AI features
AI Companion integrates seamlessly with Zoom Sheets to streamline spreadsheet creation through natural language prompts. Users can generate entire spreadsheets from scratch, convert Canvas into structured data tables, or refine existing content with AI-powered editing tools. The platform supports intelligent formula generation, automatic data analysis, and quick actions for spreadsheet enhancement, including creating complex formulas, generating pivot tables, cleaning data, applying conditional formatting, and more.
Zoom Sheets features an intuitive interface and a comprehensive toolbar for efficient spreadsheet management.
The File menu handles document operations, version control, and templates. The Edit menu covers basic editing, clipboard operations, and find/replace. The Insert menu adds images, charts, pivot tables, links, and collaborative elements. The Format menu controls text styling, alignment, and conditional formatting. The Data menu manages sorting, filtering, validation, and protection. The View menu adjusts display settings like freeze panes and zoom. The Formula menu provides quick access to calculations and functions. The Tools menu includes utilities for duplicates and data cleaning.
In addition, the toolbar offers one-click access to frequently used features, including formatting tools, alignment options, and number formats.
Main toolbar
The following options are available in the main toolbar:
Undo: Reverse the most recent change made to the spreadsheet.
Redo: Reapply a change that was previously undone.
Print: Configure print layout and options before printing the spreadsheet.
Paste special: Insert clipboard content with specific formatting options, such as values only or formulas only.
Format painter: Copy formatting from one cell or range and apply it to another location.
Clear format: Remove all formatting from selected cells while preserving the underlying data.
Percentage: Format selected numbers as percentages with the % symbol.
Thousands separator: Add comma separators to numbers for improved readability of large values.
Increase / Decrease decimal places: Add or remove decimal places in numerical values to adjust precision.
Number formats: Apply predefined formatting styles to numbers such as currency, date, or scientific notation.
Font: Change the typeface style of selected text to different font families.
Font size: Adjust the size of selected text to make it larger or smaller.
Increase / Decrease font size: Quickly make text larger or smaller by one increment at a time.
Bold: Apply bold formatting to make selected text appear thicker and more prominent.
Italic: Apply italic formatting to slant selected text for emphasis or stylistic purposes.
Underline: Add a line beneath selected text to emphasize or highlight it.
Strikethrough: Draw a line through selected text to indicate deletion or completion.
More : Additional formatting options will appear:
Font color: Change the color of selected text to enhance visual appearance or categorization.
Fill color: Apply a background color to selected cells to highlight or organize data.
Borders: Add or modify lines around cells to create visual separation or emphasis.
Horizontal alignment: Control how text is positioned horizontally within cells (left, center, or right).
Vertical alignment: Control how text is positioned vertically within cells (top, middle, or bottom).
Text wrap: Automatically adjust text visibility within a cell to fit content.
Merge cells: Combine multiple selected cells into a single larger cell.
Freeze: Lock specific rows or columns in place so they remain visible while scrolling.
Sort: Arrange data in ascending or descending order based on selected criteria.
Filter: Display only rows that meet specific criteria while temporarily hiding other data.
Insert link: Create a hyperlink to external websites, documents, or other locations.
Insert chart: Create visual representations of your data such as bar charts, line graphs, or pie charts.
Insert image: Add an image to the spreadsheet either within a cell or floating above cells.
Find and replace: Search for specific text or values in the spreadsheet and replace them with different content.
Add Comment: Add comments or notes to selected cells, columns, or rows for collaboration or documentation.
File menu
The following options are available in the File menu:
New: Create and open a new blank spreadsheet.
Open: Open an existing spreadsheet from your files.
Download: Export and save the spreadsheet to your local device in various formats.
Import: Upload and open a spreadsheet file from your computer into Zoom Sheets.
Add to starred: Mark the current spreadsheet as a favorite for quick access.
Duplicate to: Create a copy of the spreadsheet in a specified location.
Move to: Relocate the current spreadsheet to a different folder or workspace.
Save to my template: Save the current spreadsheet as a reusable template for future use.
Version history: View and restore previous versions of the spreadsheet.
Save version: Create a named snapshot of the current spreadsheet state.
Settings: Manage the region and time zone settings for the spreadsheet.
Print: Configure print layout and options before printing the spreadsheet.
Edit menu
The following options are available in the Edit menu:
Undo: Undo changes to the spreadsheet.
Redo: Reapply changes that were previously undone in the spreadsheet.
Cut: Remove selected content and store it in the clipboard for pasting elsewhere.
Copy: Duplicate selected content to the clipboard without removing it from its original location.
Copy as image: Copy the selected cells or range as an image file to the clipboard.
Paste: Insert content from the clipboard into the selected location in the spreadsheet.
Paste special: Insert clipboard content with specific formatting options, such as values only or formulas only.
Find and replace: Search for specific text or values in the spreadsheet and replace them with different content.
Go to special: Navigate to cells with specific characteristics, such as formulas, constants, or blank cells.
Insert menu
The following options are available in the Insert menu:
Image in cell: Insert an image that fits within a single cell and moves with the cell when sorted or filtered.
Image over cells: Place an image that floats above the spreadsheet grid and can span multiple cells.
Pivot table: Create a dynamic summary table that analyzes and reorganizes data from your spreadsheet.
Text box: Add a floating text container that can be positioned anywhere on the spreadsheet.
Chart: Create visual representations of your data, such as bar charts, line graphs, or pie charts.
Sparkline: Insert a small inline chart within a cell to show data trends at a glance.
Symbol: Insert special characters, mathematical symbols, or emoji into cells.
Checkbox: Add interactive checkboxes to cells for task lists or binary data entry.
Star rating: Insert a visual star rating system into cells for scoring or evaluation purposes.
Progress bar: Add a visual progress indicator to cells to represent completion percentage.
@ Mention: Tag and notify team members or collaborators within the spreadsheet.
Link: Create a hyperlink to external websites, documents, or other locations.
Link to attachment: Create a link that references a file attached to the spreadsheet.
Attachment over cells: Add a file attachment that floats above the spreadsheet grid.
Comment: Add comments to the selected cells, columns, or rows.
Notes: Add notes to the selected cells, columns, or rows.
Format menu
The following options are available in the Format menu:
Number formats: Controls how numerical data is displayed.
Bold: Apply bold formatting to make selected text appear thicker and more prominent.
Italic: Apply italic formatting to slant selected text for emphasis or stylistic purposes.
Underline: Add a line beneath selected text to emphasize or highlight it.
Strikethrough: Draw a line through selected text to indicate deletion or completion.
Font: Change the typeface style of selected text to different font families.
Font size: Adjust the size of selected text to make it larger or smaller.
Horizontal alignment: Control how text is positioned horizontally within cells (left, center, or right).
Vertical alignment: Control how text is positioned vertically within cells (top, middle, or bottom).
Text wrap: Automatically adjust text visibility within a cell.
Merge cells: Combine multiple selected cells into a single larger cell.
Orientation: Rotate or angle text within cells to different degrees for better layout or visual effect.
Indent: Add spacing to the left side of cell content to create visual hierarchy or structure.
Column width: Adjust the horizontal size of columns to accommodate content or improve layout.
Row height: Adjust the vertical size of rows to fit content or create consistent spacing.
Auto-fit row height: Automatically adjust row height to fit the tallest content in the row.
Conditional formatting: Apply formatting rules that automatically change cell appearance based on cell values or conditions.
Format as table: Opens the Format as table tool, where you can manage the design for the table itself.
Clear formatting: Remove all formatting from selected cells while preserving the underlying data.
Data menu
The following options are available in the Data menu:
Sort ascending: Arrange data in increasing order from lowest to highest or A to Z.
Sort descending: Arrange data in decreasing order from highest to lowest or Z to A.
Custom sort: Create advanced sorting rules with multiple criteria and custom ordering preferences.
Filter: Display only rows that meet specific criteria while temporarily hiding other data.
Slicer: Add interactive visual filters that allow quick data filtering with clickable buttons.
Data validation: Set rules and restrictions to control what type of data can be entered into specific cells.
Pivot table: Create a dynamic summary table that analyzes and reorganizes data from your spreadsheet.
Define name: Assign custom names to cells or ranges for easier reference in formulas and navigation.
Split text to columns: Divide text content in cells into separate columns based on delimiters or fixed widths.
Group: Collapse multiple rows or columns into an expandable/collapsible section for better organization.
Ungroup: Remove grouping from previously grouped rows or columns to restore normal view.
Protect range: Restrict editing permissions for specific cell ranges to prevent unauthorized changes.
Protect sheet: Lock the entire sheet to prevent modifications while allowing specified users to make changes.
View protected ranges: Display a list of all protected cell ranges and their permission settings in the spreadsheet.
Remove duplicates: Identify and delete duplicate rows based on selected columns to clean up data.
Merge sheets: Combine data from multiple sheets into a single sheet based on common columns or criteria.
View menu
The following options are available in the View menu:
Freeze up to current row: Keep rows above the current selection visible while scrolling through the rest of the spreadsheet.
Freeze up to current column: Keep columns to the left of the current selection visible while scrolling horizontally through the spreadsheet.
Freeze up to current row and column: Lock both rows above and columns to the left of the current selection so they remain visible during scrolling.
Unfreeze: Remove all frozen rows and columns to restore normal scrolling behavior throughout the spreadsheet.
Filter view: Create a temporary filtered view of the data that can be saved and shared without affecting other users' views.
Show formulas: Display the actual formulas in cells instead of their calculated results for review and debugging.
Grid lines: Toggle the visibility of the cell border lines that separate rows and columns in the spreadsheet.
Full screen: Expand the spreadsheet to occupy the entire screen by hiding browser toolbars and other interface elements.
Highlight active row/column: Visually emphasize the currently selected row and column to make it easier to track your position in large spreadsheets.
Zoom: Adjust the magnification level of the spreadsheet to make content appear larger or smaller on screen.
Formula menu
The following options are available in the Formula menu:
Sum: Calculate the total of selected numbers or cell ranges.
Average: Calculate the mean value of selected numbers or cell ranges.
Count: Count the number of cells containing numerical values in a selected range.
Max: Find the largest value in a selected range of cells.
Min: Find the smallest value in a selected range of cells.
Financial: Access formulas for financial calculations such as loan payments, interest rates, and investment returns.
Logical Text: Use formulas for logical operations and text manipulation, such as IF statements and text concatenation.
Date & time: Access formulas for working with dates and times, including date calculations and formatting.
Lookup & reference: Use formulas to search for and retrieve data from tables or ranges, such as VLOOKUP and INDEX.
Math & trig: Access mathematical and trigonometric functions for advanced calculations like sine, cosine, and logarithms.
Cross-table reference: Create formulas that reference and pull data from other sheets or tables within the spreadsheet.
Custom formulas: Create and save your own reusable formulas for specific calculations or data processing needs.
All Calculation options: Access the complete library of available formulas and functions organized by category.
Recalculate: Manually trigger a recalculation of all formulas in the spreadsheet to update results.
Tools menu
The following options are available in the Tools menu:
Duplicate value tools
Highlight duplicate values: Visually mark cells that contain duplicate values within a selected range for easy identification.
Remove duplicate values: Delete duplicate values from selected cells while keeping only unique entries.
Highlight duplicate rows: Visually mark entire rows that contain duplicate data based on selected columns.
Remove duplicate rows: Identify and delete duplicate rows based on selected columns to clean up data.
Extract unique values: Create a new list containing only unique values from a selected range, removing all duplicates.
Count duplicates: Calculate and display the number of duplicate occurrences for each value in a selected range.
Data cleaning
Remove spaces in cells: Delete extra spaces from cell content to clean up formatting and ensure data consistency.
Highlight error values: Visually mark cells containing formula errors or invalid data for easy identification and correction.
Remove invalid values: Delete or clear cells that contain data that doesn't meet validation rules or expected formats.
Convert formula to values: Replace formulas in selected cells with their calculated results to preserve data while removing formula dependencies.
Help menu
Search features: Search for features or options available within Zoom Sheets.
Optimize file size: Reduce the spreadsheet file size by removing unnecessary data, formatting, or cached content to improve performance and storage efficiency.
AI Companion menu
The following options are available in the AI Companion menu:
Generate formula: Generate a formula using natural language prompts.
AI function: Generate a function using natural language prompts.
Analyze data: Use AI to automatically analyze your spreadsheet data and generate insights, trends, and visualizations.
AI editing: Leverage AI-powered tools to refine and enhance your spreadsheet content, including formatting suggestions and data improvements.
Clean data: Use AI to identify and fix data quality issues such as inconsistencies, errors, and formatting problems in your spreadsheet.
: Additional formatting options will appear: