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Getting Started

The File Menu
My Models vs. Templates
Overview of the User Interface

Working With Rows and Columns

Row and column basics
Structuring rows and columns

Functions and References

Referring to structure
Ranges
Functions

Working With Tags

Introducing tags
Creating and applying tags
Managing tags
Using tags in formulas

Cell Groups

What are cell groups?
Creating a cell group
Managing cell groups

Privacy and Security

Who can see my models?
Can I trust you?
Where are my models stored?
Are my models and data backed up?


Getting Started

The File Menu

The File menu is where you can save a model, open a model, create new models, and the like. Simply click the File menu and choose the desired action. The actions available are:

  • New model – opens a new blank model called “Unnamed”
  • Open model – opens an existing model or template
  • Save model – saves the active model only, other open models/tabs are not saved
  • Rename model – allows you to change the name of the active model/tab
  • Clone model – makes a copy of the active model/tab
  • Publish model – to make a model public – allows you to set various publishing parameters
  • Delete model – deletes the active model

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My Models vs. Templates

When you click File>Open you are presented with two lists of models. The top half of the window that opens displays your own saved models, under the My Models heading.

Below this is a list of available Templates. These are pre-built models that are made available to all Sumwise users. When you open a template model you are getting a copy of this model. If you then save this model, it (with any changes you make) is then saved in your My Models list.

Just to be clear, the models in your My Models list are private and can only be accessed by you.

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Overview of the User Interface

The user interface consists of the usual spreadsheet grid, which is revealed as rows and columns are added or inserted. To the right of the grid are various panels for creating new cell groups, creating and editing tags, and applying formatting. Below the grid is the group manager which lets you edit group definitions and formulas, and reorder groups. To the left of the row labels is the row tag area, and above the column labels is the column tag area.


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Working with Rows and Columns

Row and Column Basics


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Row and Column Structure


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Functions and References

Referring to Structure


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Ranges


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Functions


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Working With Tags

Introducing Tags


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Creating and Applying Tags


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Managing Tags


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Using Tags in Formulas


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Cell Groups

What are Cell Groups?


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Creating a Cell Group


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Managing Cell Groups


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Privacy and Security

Who Can See My Models?


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Can I Trust You?


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Where Are My Models Stored?


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Are My Models and Data Backed Up?


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