Spreadsheet Magic!

🤔 Want to LEVEL UP your SPREADSHEET SKILLS? 🤔

NEXT STEPS to MAXIMIZE YOUR SPREADSHEETS

STEP 1 - CREATE FOUR Spreadsheets:

Students

What to Include?

Priorities: 

  • ID and Contact Data
  • Instrument / Part / Class
  • Columns for Financial records / Inventory

How to Use?

Sort & Filter / Create Queries

  • for Field Trips / Attendance
  • for Payments & T-shirts
  • for the amount of copies needed for each part . . .

Financials

What to Include?

Priorities: 

  • Deposit Slip / Payment Records
  • PO / Invoice creator
  • Budget Planner / Tabulation Page

How to Use?

Connect to Student Database

  • makes deposit entry easier
  • allows searching for past payments

Inventory

What to Include?

Priorities: 

  • Category / Description
  • Brand/Model/Serial#
  • Check-in / Check-out / Repair Info

How to Use?

Keep track of:

  • Repair  / Usage Stats
  • Age of equipment / Future Purchase Planning

Library

What to Include?

Priorities: 

    • Title, Composer, Arranger
    • Past Performance List
    • Links to online recordings

How to Use?

Database Magic:

  • Keep track of past song choices / patterns
  • Know whether you already own something before you buy another copy...

STEP 2 - Explore the Settings and Menus

(File, Edit, View, Format, Data, etc...) 

Figure out all the features to see what the database can do!

STEP 3 - Use FORMATTING

It makes working with all this data easier!

Conditional Formatting

(automatically highlights certain cells based on whatever parameters you set up)

Freeze Rows and Columns

(makes Header rows / columns so you can scroll through the data and always know where you are)

Alternating Colors 

(makes each row automatically a different color)

Data Validation

(create drop down lists, calendar date inputs, and other stuff within cells)

Named Ranges

(save grouped cells for use in later formulas)

Filter Views 

(Great for isolating groups of data easily)

STEP 4 - Formulas / functions

NOW THE REAL FUN BEGINS!!! :)

This is the real power of spreadsheets. Make the computer/robot do all the work for you!

ALL FORMULAS ARE BUILT IN THE SAME WAY:

Google Sheets / Excel have lots of built-in help for finding the formulas you need and teaching you how to use them.

FIRST FORMULAS:

Just starting out? Try these formulas to get a taste for the magic.

=SUM(), SUMIF(), SUMIFS()

=COUNTIF(), COUNTIFS()

= Locking Range References with "$" (A1 vs $A1 vs A$1 vs $A$1)

=CONCATENATE(D2,", ",E2) or =CONCATENATE(E2, " ", D2)

 =DATEDIF(J2,TODAY(),"Y")

=REPLACE(N2,1,3,"")

ADVANCED FORMULAS:

Feeling brave? Try these formulas to take your spreadsheets to the next level!

=XLOOKUP() - Similiar to VLOOKUP, but better!

=FILTER() or =SEARCH()

=HYPERLINK()

=IMPORTRANGE()

=RAND() or =RANDBETWEEN()

There are SO MANY formulas out there, all waiting to help you move, twist, filter, sort, cut, copy, or paste any amount of data in any way you need.

The Power of Spreadsheets is in their ultimate customizability to fit any specific situation or use-case. All it takes is a little curiosity, some dedicated practice, and a healthy dose of creativity to discover the solution you need! And once you find that solution, the spreadsheet can automate the task forever, freeing you to focus on teaching your students!