# 6 practical tricks for working with Google Sheets

Google Sheets is one of Google's applications that can be considered a competitor to Microsoft Excel. In this article, we will teach you 6 interesting tips and tricks for working with this application.

Google Sheets is one of Google's applications that can be considered a competitor to Microsoft Excel. In this article, we will teach you 6 interesting tips and tricks for working with this application.

## 1. Monitoring expenses with Google Sheets

You don't need to be a professional accountant to be able to manage your expenses. It is enough to know a little about working with Google Sheets, then you can easily manage your monthly records without the need of any other software, so that you can have more control over your expenses.

From The advantages of using Google Sheets to do this is that you don't need to know advanced formulas and applications. You only need three columns, categories and values to enter and manage data on a daily basis. The SUM function also helps you to see the total amounts. For this, it is enough to follow the steps below.

At first, you must write the names of the places you visited to buy or perform various services in a separate section (in the image below, the information related to this section is in the column The left side means Places is given). In the next section, list the services that the mentioned places offer you. For example, you go to the pharmacy with the purpose of buying health supplies, you go to the gas station to fill up. In the third column, write down the amount you spent in each place to receive each service.

• In one column, type the expression SUM=.
• Now, between the brackets, put the range of the columns in which you wrote the payment amounts. For example, if the amounts paid are written in two columns B and C, you must enter these two letters between the brackets so that the total amounts in these two columns are added together. But in the picture below, because the costs are only written in column C, so between the brackets, the amounts between C and C should be calculated. So what you put between the parentheses should be SUM(C:C)=.

• Click on the enter key.

Also, it sometimes happens that you have similar names in your Category category. For example, in this image, House is repeated twice and marked with green color. With a simple command, you can enter the sum of expenses made for this purpose separately.

• Type the expression SUMIF= in a column.
• You should see in which columns these two categories are located. In the picture below, both categories of House are located in column B. Therefore, according to the image above, you must once again place the distance between these two columns, but since we have another value, the payment amount, we must put the corresponding letter, C, between the two parentheses. So the end result will be something like this; SUMIF(B:B, "groceries",C:C)= (Be sure to pay attention to the commas that are added between one value and another).

• Click on the enter key.

Using these two commands, you can create a great template and Create a schedule for your expenses.

## 2. Creating a To-Do list in Google Sheets

You can also create a To-Do list in Google Sheets, without having to download a third-party application. If you are one of those people who must do things in order of priority or in a certain order and for this purpose you need a planner or a road map, Google Sheets can help you by using its powerful tools. This context helps.

Also, you don't need to occupy columns and rows and a To-Do list. Create not so neat and tidy. Just look at the default sheets templates and that's when you will see that Google has thought about that and has prepared a special template for you.

All you have to do is go to the Google Sheets header. At the top of the page, you will see a panel where you can choose the Start a new spreadsheet option or navigate between other ready-made templates. If you can't find the To-Do template there, click on the Template gallery at the top-left of the page. You should find this template under the Personal section.

## 3. Simultaneous collaboration on a project in Google Sheets

As mentioned above, in Google Sheets it is possible for different people to work on a project as a group and simultaneously and each of them make changes or Organize a specific department. This feature is incredibly useful because it makes the process of doing a project incredibly fast.

Google Sheets allows you to a Form a board and assign each person to do something. For example, you can create different columns and write information in each of them. Finally, click on the Share option on the top-right side of the page and share the file to everyone by entering the email address of different people so that each person knows what their task is. Examples of columns you can create in this mode are:

• Activity Name: What should be done.
• Date ( Due Date): to know how much time you have to complete a project.
• Priorities: to determine what takes priority over what else.
• Status: To let other users know in real time what stage your work is at.
• Notes: For Share ideas or provide additional explanations.
• Owner: To assign each task to a specific person.

This feature is really useful. And it is great and helps users to save time, energy and money significantly.

## 4. Ability to create a content calendar

Google Sheets users have the ability to create as many content calendars as they want. The content calendar is actually a timetable, thanks to which you can plan when to do what. Thanks to the content calendar, you can increase productivity, save time and energy, and have a complete and clear plan for your future.

In Google Sheets, it is also possible to create a great content calendar for yourself by creating different columns. Among these columns, the following can be mentioned:

• Account:To send the file
• Status: To Knowing the status of a post
• Copy: The text you want to insert in the post
• Image: The image you want to upload
• Date: When a content was posted
• Note: Mention ideas and additional information related to a post
• Owner: Who is responsible for a content
• Link: Where to access the content

In addition These, users can also use features such as Data Validation to prevent wrong data from entering sensitive information in Google Sheets and Conditional Formatting to separate data from each other based on color, etc. To do this, follow the steps below.

### Data Validation

• Select an empty house in your status column.
• Go to the Data section in Refer to the above menu and click on the Data validation option.
• Choose the desired restriction in the drop-down menu of the Criteria section. For example, choose whether the entered data is only numbers or letters or dates or....

• You can also apply settings (show warning) that will give the user an error message if wrong data is entered.

### Conditional Formatting

• In order to be able to use conditional formatting in sheets, it is enough to enter the Format tab in the top menu and click on the Conditional Formatting option in the list that appears.
• In this menu, you can specify that if When a change occurs, what format should be displayed? In the Format cells if section, you should choose an option that suits your type of work. For example, set various conditions such as whether or not a cell is empty, including or not including a specific expression, equal, unequal, less than and more than... and then in the Formatting Style section, specify the type of format you want for that condition. .

• Suppose we want to bet on numbers between 1 and 10 (larger from one and smaller than 10) are displayed in green color. Now, we must select Is Between among the conditional options in the Format cells if section and enter the values 2 and 9.
• Click on the Done option to apply the changes.

## 5. Creating CRM

CRM stands for Customer Relationship Management. In Google Sheets, you can have a CRM for your business. To do this, you can form the following columns.

• Name: Customer name
• Telephone: Number Contact