Create and import workbooks

Create a blank workbook, import an Excel file, and rename, copy a link to, or delete workbooks.

Start a workbook from scratch or bring in an Excel file, then rename or delete workbooks.

Before you start: creating, importing, renaming and deleting workbooks need Full control on Sheets (Roles page). With less, the buttons are hidden.

Create a blank workbook

  1. Open Sheets and click New workbook.
  2. Type a Name (for example "Budget 2026").
  3. Click Create. The editor opens with a first sheet of columns A to Z.

If you have no workbooks yet, the page says "No workbooks yet" with "Create a workbook or import an Excel file to get started." People without Full control see "Nothing has been shared with you yet."

Import an Excel file

  1. Click Import .xlsx and choose a .xlsx file.
  2. A new workbook opens, named after the file.

What the import does:

  • Each Excel sheet becomes a tab (up to 20 tabs).
  • Formulas that Axis understands stay live formulas. Others keep the value Excel had calculated.
  • Column types are detected from the data: Number, Date, Checkbox (TRUE/FALSE) or Text.
  • Imports are limited by your plan's rows per sheet. See Limits.

Right-click a row (or use its actions button):

  • Open and Open in new tab.
  • Rename. Type a new name and click Rename. You can also rename inside the editor by editing the name at the top (needs Full control).
  • Copy link. You see "Link copied".
  • Delete. Confirm "Delete "" and every sheet in it? This cannot be undone."

Important: deleting a workbook removes every sheet in it and cannot be undone.

Tips

  • Two workbooks can have the same name.
  • The Size column shows how big the workbook is. Updated shows the time today, or the date.

Troubleshooting

Workbooks could not be loaded Click Retry.

Workbook could not be opened You may have lost access. Use Back to Sheets.