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Tips & Tricks: Google Sheets & Excel

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I thought it might be helpful to have a thread where we swap tips and tricks.

Someone in the forum has a progress thread for a YouTube channel about Google Sheets. I'll link to that when I find it.


A handy wee tip:
  • For those who create Google sheets a lot, you could type in sheets.new in your browser and it should create a new Google Sheet.

A couple of useful new Google Sheets functions I learned over the last two weeks:
  • importrange() allows us to import data from another sheet.
  • query() allows us to retrieve and filter data.

I've used these two functions to extract data from a master "agency" sheet into separate "client" sheets where only their data is pulled through.


Here's an example where I could put this formula into a cell in the client sheet and pull over CallRail data:
  • Column 7 is the "Start Time".
=query(importrange("<sheet ID>", "Calls!A:AB"), "where Col2='<name of client>" order by Col7", 1)



You can just use query() on it's own and pull back data from another tab in the current sheet (useful when you want to hide some columns or rows from other users).

Here I'm selecting various columns by their letter:

=query('Imported Calls'!A:AF, "select K, L, E, M, N, P, Q, AE where D='Y'")


EDIT: Added "Excel" to the title.
 
Last edited:
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Vjepl zua @Epfz Cmedl !
Et O'n emtu miespoph up vji xez, O'mm gummux vjot vjsief dmutimz! (O katv juqi ov xup'v inqjetobi nz onqutvus tzpfsun :dmipdj:).

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Cav vjisi ot e voq us O tjuamf tez e xuslesuapf. Emm zua dep fu ot:

1) Tiv aq e vsohhis xjodj siedvt epf vsohhist vji gapdvoup gus iwisz nufogodevoup op vji Huuhmi Tjiivt gomi
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3) Djidl xjivjis vji vodlcuy ot vodlif ev vji cihoppoph ug vji gapdvoup epf iyidavi vji piyv qesv ug vji tdsoqv upmz og ov ot vodlif
4) Ev vji ipf ug vji gapdvoup, opdmafi e mopi ug dufi vu apvodl vji cuy

Vjip zuas gapdvoup xomm ci vsohhisif og zua vodl zuas vodlcuy et ov xuamf fu xovj e cavvup. Vji upmz foggisipdi ot vjev ov xomm emtu xusl up vji nucomi eqq topdi vji gapdvoup ot puv fosidvmz demmif gsun Huuhmi Tjiivt cav cz vji vsohhis xjodj ot siedvoph vu e nufogodevoup op vji gomi (fupi iovjis gsun vji xic wistoup us vji nucomi eqq).

O'n puv tasi ov dep ci atigam gus tuniupi (O natv efnov vji wofiu ecuav ov fof puv siemmz jewi e jahi tadditt up vji djeppim) epf ov nez puv xusl xovj cohhis gomit cav O guapf ov duum ipuahj vu ci tjesif :cmatj:
 
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Stop Peeking Through the Keyhole.
Open the Door.

You hit a wall because the best advice isn't free—it's earned. Since 2007, MJ DeMarco has been active here daily (99.9% active rate), building a war room for entrepreneurs who refuse to settle for mediocrity.

  • Active Daily: Life-changing content posted dozens of times every day. No dead threads.
  • MJ's Inner Circle: Direct access to the author of The Millionaire Fastlane.
  • Vetted Network: Connect with founders scaling to 7 and 8 figures.
  • Proven Roadmaps: Strategy over motivation. Execution over "hustle porn."
"SCALED TO 6-FIGURE MONTHS"
"Tips and advice here saved me from huge mistakes, others allowed me to scale my business to 6-figure months."
— User MitchC
"INSANE QUALITY OF PEOPLE"
"The number of high quality people I've met from this forum has been insane. All of it predicated on building real value."
— User Richard Peck

"You are the average of the five people you surround yourself with."
Are you surrounding yourself with success?

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