Switching to Sheets from Microsoft Excel

8. Get Sheets productivity tips

In this section:

8.1 Import data from Forms
8.2 Save time with templates
8.3 Find out if someone changes a spreadsheet
8.4 Add checkboxes to cells

8.1 Import data from Forms

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Analyze data from Google Forms by sending it to Sheets.

  1. In Forms, open the form with the data you want to import.
  2. At the top, click Responses.
  3. Click MoreMoreand thenSelect response destination.
  4. Create a new spreadsheet or select an existing one.
  5. Click Create or Select.

Select response destination

8.2 Save time with templates

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If you’re creating the same types of files over and over, such as expense reports and purchase orders, save time with a template.

Sheets: Choose an existing template:

  1. Open Sheets and at the top, click Template Gallery.
  2. Click the template you want to open it.

Create your own template:

  1. Open Sheets and at the top, click Template Gallery.
  2. At the top of the gallery, click your organization’s name.
  3. Click Submit Template.
  4. Click Select a spreadsheet, and choose the template file you created, and then click Open.
  5. Select a category for your file.
  6. Click Submit.

Your new template appears in the Template Gallery under your organization’s name.

Sheets template gallery

8.3 Find out if someone changes a spreadsheet

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Notification rules let you know when any changes are made to a spreadsheet.

Sheets: Create notification rules:

  1. In Sheets, open the spreadsheet where you want to set notifications.
  2. Click Tools and then Notification rules.
  3. Select when and how you want to receive notifications.
  4. Click Save.

In a sheet, find the "Notification rules" option in the menu under "Tools"

8.4 Add checkboxes to cells

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Use checkboxes to make Sheets more interactive. You can use  checkboxes with charts, filters, pivot tables, and formulas.

Sheets: Add or remove checkboxes:

  1. In Sheets, open a spreadsheet and select the cells where you want checkboxes.
  2. Click Insertand thenCheckbox.

    Note: In formulas, unselected checkboxes have a value of FALSE (exclude) and selected checkboxes have a value of TRUE (include). You can see the value in the Formula bar. You can also change this value.

  3. (Optional) To delete checkboxes, select the checkboxes you want to remove and press Delete.
In Sheets, open the Checkbox option by clicking Insert from the menu
 
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