2 - GoogleSheets-Course-Notes
2 - GoogleSheets-Course-Notes
Course Notes
Leila Gharani
XelPlus.com
XelPlus.com
©Note: Copyright 2020, XelPlus.com, Leila Gharani, MA
Information
Course Notes for Google Sheets: The Comprehensive
Masterclass
These course notes are accompanying documentation for my online course
Google Sheets: The Comprehensive Masterclass. Please do not reproduce
or transmit in any form without permission.
We have taken every effort to ensure the accuracy of this manual. In case
you discover any discrepancies, please send us a quick email to:
[email protected].
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Table of Contents
Quick Tour of Sheets & Vocabulary ---------------- 4
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Sheets Vocabulary
Spreadsheet Terminology You’ll Need:
Sheets / File / Spreadsheet: A file which includes one or more sheets (tabs)
Sheet / tab: A single page inside a spreadsheet which consists of cells
Cell: The intersection of a column & a row is a cell
Cell Address: Each cell has an address (e.g. C3, column= C, row=3)
Formula Bar: Shows the formula written in the selected cell or the cell value
(if no formula is written)
Range: A group of cells
Range Address: Starts from the top left-hand corner to “:” bottom right-
hand corner (e.g. C3:D6)
Mouse Icons
Selection Handle
Click to select one cell, drag selection to select a range
Move Handle
Click and drag to move a cell, range, row or column
Fill Handle
Drag to fill the cell value to the other cells
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Data Entry & Basic Formulas
Function Description
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Common Shortcuts
PC-Shortcuts Mac Shortcuts Action
Navigation
Move to the bottom of the data region
Other arrow keys - move to the edge of
[Ctrl] ▼ ⌘▼ the data region
Move to the bottom of the data region
and highlight the range in between
Other arrow key to move & highlight in
[Ctrl] [Shift] ▼ [Shift] ⌘ ▼ different direction
Select data in current region (or all if no
[Ctrl] A ⌘A data region)
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PC-Shortcuts Mac Shortcuts Action
Working with Data, Formulas, Columns & Rows
Toggle cell referencing to absolute &
[F4] [Fn] F4 relative during formula writing
[Ctrl] [Enter] ⌘ [Enter] Fill the values / formulas in the range
[Ctrl] D ⌘D Fill value / formulas down
[Ctrl] R ⌘R Fill to the right
[Ctrl] [Shift] V ⌘ [Shift] V Paste as values
[Shift] [Space] [Shift] [Space] Select the row
[Ctrl] [Space] [Ctrl] [Space] Select the column
⌘ [Option] = (with
columns or rows
[Ctrl] [Alt] [+] selected) Insert a new cell/row/column
[Ctrl] [Alt] [-] ⌘ [Option] Delete a new cell/row/column
[Shift] [F11] [Shift] [Fn] [F11] Insert a new worksheet
[Ctrl] ; ⌘; Insert current date
[Ctrl] [Shift] ; ⌘ [Shift] ; Insert current time
[Ctrl] [Alt]
[Shift] ; ⌘ [Option] [Shift] ; Insert current date and time
[Ctrl] [Alt] 9 ⌘ [Option] 9 Hide row
[Ctrl] [Shift] 9 ⌘ [Shift] 9 Unhide row
[Ctrl] [Alt] 0 ⌘ [Option] 0 Hide column
[Ctrl] [Shift] 0 ⌘ [Shift] 0 Unhide column
[Alt] [Shift] ▶ [Option] [Shift] ▶ Group columns
[Alt] [Shift] ◀ [Option] [Shift] ◀ Ungroup columns
[Alt] [Shift] ▼ [Option] [Shift] ▼ Open grouped columns
[Alt] [Shift] ▲ [Option] [Shift] ▲ Collapse grouped columns
When writing formula expand or collapse
[F1] [Fn] F1 the formula help dialog box
When writing a formula show and hide the
[F9] [Fn] F9 result preview
[Ctrl] ▼ (or ▲) Ctrl [Option] ▼ (or ▲) Resize Formula Bar (when inside the bar)
[Ctrl] H ⌘ [Shift] H Find and replace
[Ctrl] P ⌘P Print preview
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PC-Shortcuts Mac Shortcuts Action
Formatting
[Ctrl] B ⌘B Bold
[Ctrl] I ⌘I Italic
[Ctrl] U ⌘U Underline
Inside the formula bar to
[Ctrl] [Enter] ⌘ [Enter] create a new paragraph
[F4] Repeat last edit
[Ctrl] [Shift] L ⌘ [Shift] L Left align
[Ctrl] [Shift] R ⌘ [Shift] R Right align
[Ctrl] [Shift] E ⌘ [Shift] E Centre align
Number format: Number with thousand
[Ctrl] [Shift] 1 [Ctrl] [Shift] 1 separator & 2 decimal places
[Ctrl] [Shift] 2 [Ctrl] [Shift] 2 Number format: Time
[Ctrl] [Shift] 3 [Ctrl] [Shift] 3 Number format: Date
[Ctrl] [Shift] 4 [Ctrl] [Shift] 4 Number format: Currency
[Ctrl] [Shift] 5 [Ctrl] [Shift] 5 Number format: Percentage
[Alt] [Shift] 3 [Option] [Shift] 3 Apply bottom border
[Alt] [Shift] 6 [Option] [Shift] 6 Remove borders
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Useful Features for Report Design
Insert Hyperlinks for easier navigation
Insert / Link or Ctrl + K to insert a hyperlink.
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Best Spreadsheet Design Practices
Rule of One Thing
Input one type of information in a cell.
Consistent look
Keep colors consistent throughout the report. If you have input fields that
are a specific color in one tab, keep it the same across your Sheets.
Collect data in one table
Keep data in matrix format. Each column should have a header.
REMOVE DUPLICATES
Use Remove Duplicates from the Data tab to get a list of unique
values. Performing this on more than one column ensures you
get a unique list based on the combination of values from the
different columns.
TRIM WHITESPACE
Use Trim whitespace from the Data tab to clean your data by removing
extra whitespace before, between or after your values.
FILTER DATA
Create a Filter to quickly analyze your
data.
Use Filter views to save your filters.
These are also great when collaborating
with others so you can be in a filter view
without changing the data view for
others.
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Important! Working with Functions
What is a Function?
A function is an in-built formula that runs specific calculations.
For the function to work, you need to provide it with values in the order it
understands. This means following the right syntax.
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Working with Formulas
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Essential Functions
Here is a list of some of the most common Functions in Sheets.
Function Description
Get a distinct list of values. You can reference one or more
UNIQUE
columns.
SORT Sort text or numbers in ascending or descending order.
This function applies criteria to cells across multiple ranges
COUNTIFS
and counts the number of times all criteria are met.
Adds all its arguments that meet multiple criteria.
SUMIFS
Returns the average (arithmetic mean) of all cells that
AVERAGEIFS
meet multiple criteria.
Returns the minimum value among cells specified by a
MINIFS
given set of conditions or criteria.
Returns the maximum value among cells specified by a
MAXIFS
given set of conditions or criteria.
ROUND Rounds a number to a specified number of digits.
ROUNDUP Rounds a number up, away from zero.
ROUNDDOWN Rounds a number down, toward zero.
Allows you to make logical comparisons between a value
IF & IFS and what you expect. To test for multiple conditions you
can use nested IF functions or the IFS function.
Looks up a specified value in one column of data and
VLOOKUP
returns the corresponding value from another column.
Looks up a specified value in one row of data and returns
HLOOKUP the corresponding value from another row.
SORTN Great for top n type of analysis. It sorts the data set and
limits the results returned to the number specified.
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Formula Errors
If your formula results in an error and you’re not sure why, the list below
might help.
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Essential TEXT & DATE Functions
Here is a list of some of the most common Text and Date Functions.
Function Description
LEFT
Get the left, right or the mid part of the cell value
RIGHT
depending on the number of characters specified.
MID
UPPER
LOWER Adjust the letter case to the specified case.
PROPER
LEN Returns the number of characters.
Removes empty spaces before or after a value (it also
TRIM
removes extra spaces between words).
Replaces parts of a text with another value. This function
SUBSTITUTE
IS case sensitive.
Searches for text inside another text and returns the
SEARCH
position. If text is not found, it returns an error. SEARCH is
FIND
NOT case sensitive. FIND IS case sensitive.
SPLIT Splits a value to multiple columns based on a delimiter.
Like the ampersand inside formulas, this function
CONCATENATE
combines values together.
Concatenates multiple values and separates these based
JOIN
on a specified delimiter.
Creates a date from multiple cells by specifying the year,
DATE
month and day.
YEAR
Each returns either the respective year, month or day from
MONTH
a date.
DAY
TODAY() Returns today’s date.
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Working with Dates
Inputting Dates Correctly
Dates are stored as a serial number:
Dec-31-1899 = 1
Jan-01-1900 = 2
Aug-24-2020= 44067
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Working with Time
Inputting Time Correctly
Time is input as hour : minute : second followed by space then AM or PM.
You can also input time as a 24-hour clock -> 7:00 PM or 19:00
Calculating Duration
To correctly calculate duration, adjust the number formatting from Time to
Duration.
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Google-Specific Functions
The below Google specific spreadsheet functions make it easy to translate
and import data from web pages.
Function Description
Helpful Resources
To get the language codes for GOOGLETRANSLATE function check out:
https://developers.google.com/admin-sdk/directory/v1/languages
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Collaborate, Protect & Collect Data
Great Tools for Collaboration
Comments – Use comments if you need to track responses. You can also
@ mention someone.
Notifications – Update your notification settings from Tools /
Notification Rules.
Chat – You can chat directly with people you’re collaborating with inside
a spreadsheet.
Data Collection
Consider using Google Forms to collect data.
If you’d like to connect an existing Google Sheet to a form’s results, go
to Tools / Create a form or Insert / Form.
When a Sheet is connected to a form, you get a new tab that collects
the form’s responses.
You can also create a separate form that’s connected to its own Google
Sheet by going to File / New / Form.
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Chart Tips
Automatic Aggregation of Data
Update the chart range to include additional cells for future data.
You can either add some extra rows or remove the row reference at the
end of your range. This will automatically add the last visible row
number.
Useful Visualizations
Some helpful “charts” can be found at
the bottom of the chart type selection.
For example:
• Map chart
• Waterfall chart
• Gauge chart
• Scorecard
• Scrolling tables
• Organization chart
Sparkline
Sparklines are created with the SPARKLINE function.
Check out this link for more information:
https://support.google.com/docs/answer/3093289?hl=en
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Sparkline Function Syntax
"charttype" "line" for a line graph (the default)
"bar" for a stacked bar chart
"column" for a column chart
"winloss" for a special type of column chart that plots 2 possible outcomes:
positive and negative.
For line graphs: "xmin" sets the minimum value along the horizontal axis.
"xmax" sets the maximum value along the horizontal axis.
"ymin" sets the minimum value along the vertical axis.
"ymax" sets the maximum value along the vertical axis.
"color" sets the color of the line.
"empty" sets how to treat empty cells. Possible corresponding values
include: "zero" or "ignore".
"nan" sets how to treat cells with non-numeric data. Options are: "convert"
and "ignore".
"rtl" determines whether the chart is rendered right to left. Options are
true or false.
"linewidth" determines how thick the line will be in the chart. A higher
number means a thicker line.
For column and "color" sets the color of chart columns.
winloss: "lowcolor" sets the color for the lowest value in the chart
"highcolor" sets the color for the higest value in the chart
"firstcolor" sets the color of the first column
"lastcolor" sets the color of the last column
"negcolor" sets the color of all negative columns
"empty" sets how to treat empty cells. Possible corresponding values
include: "zero" or "ignore".
"nan" sets how to treat cells with non-numeric data. Options are: "convert"
and "ignore".
"axis" decides if an axis needs to be drawn (true/false)
"axiscolor" sets the color of the axis (if applicable)
"ymin" sets the custom minimum data value that should be used for scaling
the height of columns (not for win/loss)
"ymax" sets the custom maximum data value that should be used for
scaling the height of columns (not for win/loss)
"rtl" determines whether the chart is rendered right to left. Options are
true or false.
For bar charts: "max" sets the maximum value along the horizontal axis.
"color1" sets the first color used for bars in the chart.
"color2" sets the second color used for bars in the chart.
"empty" sets how to treat empty cells. Possible corresponding values
include: "zero" or "ignore".
"nan" sets how to treat cells with non-numeric data. Options are: "convert"
and "ignore".
"rtl" determines whether the chart is rendered right to left. Options are
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Working with Pivot Tables
Get Quick Insights from Data
Pivot Tables enable you to analyze your data (such as sum, filter, sort, group,
drill-down) without writing complex calculations.
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Tips for Pivot Tables
Rename Pivot Headers
Instead of Sum of Sales in the Pivot field header, change this to your
preferred text.
No Refresh Needed
Pivot tables automatically refresh once the source data change.
Add a Slicer
Slicers add an additional level of
interactivity to Pivot tables by adding an
adjustable filter directly to the sheet.
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Advanced Functions
With these advanced functions you can tackle more complex data analysis.
Function Description
The INDEX function returns text or numbers based on a
given row and column reference.
RAND
These functions return random numbers. RANDARRAY
RANDBETWEEN
results can spill.
RANDARRAY
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Working with Arrays
What is an Array?
An array is a table of values
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QUERY Rules
1 Column Referencing
You can retrieve Boolean, numeric and string values (No images).
Each column needs one single data type – if it’s a mix, majority will
decide.
You can combine cell referencing inside the Select statement. For
example:
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QUERY Function Syntax
Clause Description
Source: https://developers.google.com/chart/interactive/docs/querylanguage
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Advanced Features
Number Formatting Options
Take advantage of custom number formatting to create your own
customized number formatting logic.
The Rule:
Positive ; Negative ; Zero ; Text
Get the complete list of color codes (Sheets & Excel codes are identical) :
https://docs.microsoft.com/en-us/previous-versions/office/developer/office-
2007/cc296089(v=office.12)
Conditional Formatting
Create conditional formatting rules to format your data based on a
condition. Take advantage of available built-in logic or create your
own custom formulas.
When using custom formulas, it helps to write
out the formula on the grid to check for TRUE
and FALSE values before copying the formula
into the custom formula dialogue box.
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Google Apps Script
What you can achieve with macros
You can record a set of actions that you routinely apply to your sheet. Once
recorded, these actions can be automatically applied to a similar data set
with a click of a button.
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THANK YOU!
Please take a few seconds to
leave a review for the course.
Your support is very much
appreciated.
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More Learning…
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