Creating Your First Workbook

Welcome to Sheety App! This tutorial will guide you through creating your first workbook from scratch. By the end of this guide, you’ll have created a workbook with a sheet ready to store your data.

What You’ll Learn

• How to access the Sheety App
• Creating a new workbook
• Adding your first sheet to the workbook
• Understanding the sheet structure

Prerequisites

• Access to Sheety App at your instance URL
• A user account (free or paid)

Step 1: Accessing Sheety App

Open your browser and navigate to your Sheety App instance. You’ll see the home page with a clean sidebar navigation on the left.

The main navigation includes:

• Workbooks - View all your workbooks
• Create Workbook - Quick access to create a new workbook
• Subscription - Manage your subscription
• Settings - Configure your account settings

Step 2: Create a New Workbook

To create your first workbook:

1. Click on “Create Workbook” from the sidebar menu or click the “CREATE WORKBOOK” button on the home page.

2. You’ll be presented with a simple form with two fields:

   • Name: Give your workbook a meaningful name
   • Description: Add a brief description of what this workbook will be used for

3. For this tutorial, let’s create an employee management workbook:
   • Name: My First Workbook
   • Description: A tutorial workbook to demonstrate Sheety App features

4. Click the “SAVE” button to create your workbook.

Pro Tip

Choose descriptive names for your workbooks to make them easier to find later, especially when you have many workbooks.

Step 3: Welcome to Your Workbook

After creating your workbook, you’ll be taken to the workbook home page. This page displays:

• A welcome message
• A “CREATE A SHEET” button to get started
• A sidebar with workbook navigation including:
  • Sheets
  • Apps
  • Workbook Settings
• Latest news and updates section

The workbook is now created, but it’s empty. The next step is to add a sheet where you’ll store your data.

Step 4: Create Your First Sheet

Sheets in Sheety App are similar to tables in a database or sheets in a spreadsheet. Each sheet stores a specific type of data.

To create a sheet:

1. Click the “CREATE A SHEET” button from the workbook home page.

2. You’ll see the “Add Sheet” form with:

   • Name: The name of your sheet
   • Description: What data this sheet will contain

3. For this tutorial, let’s create an employee sheet:
   • Name: Employees
   • Description: A sheet to manage employee information

4. Click “SAVE” to create the sheet.

Step 5: Understanding Your Empty Sheet

After creating the sheet, you’ll see an empty sheet view with a helpful message:

No Columns Defined

This sheet doesn’t have any columns yet. Right-click anywhere to add your first column and start building your data structure.

💡 Tip: Right-click and select “Add Column” to get started

This is perfectly normal! A new sheet starts empty without any columns. In the next steps, you would:

1. Right-click to add columns (like Name, Email, Department, etc.)
2. Define the data type for each column
3. Start adding data rows

What’s Next?

Congratulations! You’ve successfully created your first workbook and sheet in Sheety App. Here are some suggested next steps:

• Add Columns to Your Sheet - Learn how to define your data structure

Summary

In this tutorial, you learned how to:

• ✅ Navigate the Sheety App interface
• ✅ Create a new workbook
• ✅ Add a sheet to your workbook
• ✅ Understand the empty sheet structure

You’re now ready to start building your data structure and adding information to your sheets!