This tutorial will cover common tasks for working with spreadsheets within Google Sheets.  You can import common Excel file formats (.xls, .xlsx, .csv) into Google Sheets from your computer as well as directly from an email (attached file), export in multiple formats, and all the same functionality as Excel.

To request additional instruction for advanced tasks, or request a subject be included in this tutorial, please email tech@afdistribution.com , Subject: Google Sheet SOP.

Requirements

Opening Google Sheets

1. From your Gmail page (or any Google search page), click the Google Apps button in the upper right of screen.
   
   
   
2. Click on Sheets in your app list
   
3. The Google Sheets home page will open in a new tab.

Importing / Exporting files with Google Sheets

• Select/highlight the column to be updated
• From menu bar, go to Format > Number > then select the appropriate format  (date, number, time, etc)

Importing a spreadsheet directly from email
From Gmail:

1. Scroll to the attached file at bottom of email, click “Edit with Google Sheets”
   
2. The file will automatically in a new tab & be saved to your Google drive.
3. To organize files within your Google Drive:

1. Click the “Move to…” Folder folder button at the a top of the page. 
   
2. Navigate to the folder you’d like to save in [or create new folder] > click “Move here”

4. You can now begin working in your spreadsheet.

Importing a spreadsheet from your computer’s harddrive

From the Google Sheets main page:

1. Click the “Folder button “Open File Picker”
2. In the “Open a file” window > click on the Upload tab
3. Drag the Excel (.xlsx, .csv) file from your computer hard drive to the upload window.
   
   
   Alternately, you can click the “Select a file from your computer” button > navigate to the file on your computer > click open.
4. The file will upload & open in Google Sheets.
5. To organize the file within your Google Drive, click the grey folder button next to the file name a top of page.  Select the G drive folder you want to save in [or create new folder] > click “Move here”

Exporting from Google Sheets to your computer as an Excel file
From the Google Sheet spreadsheet main menu bar at top:

1. Click “File” > “Download as” > select file format  [most common option will be .xlsx]
   
2. File will be automatically downloaded to your browser’s default download folder.

Emailing a spreadsheet directly from Google Sheets
From the Google Sheet spreadsheet main menu:

1. Click “File” > “Email as attachment…”
   
2. In the Email as attachment window, select:

1. Attach as = select file format
2. To = enter email address
3. Subject & Message = enter text
4. Click Send when complete

Inserting a Google Sheet link into your email (Gmail)
From Gmail:

1. At bottom of email, click the “Insert files using Drive” button [small triangle symbol]
    
2. In the “Insert files using Google Drive” window, navigate to & select the file you want to insert [you can also use the Search window] > click blue “Insert” button

Working in Google Sheets

Freezing a Row or Column:

1. To freeze the top row:

1. From main menu bar select “View” > “Freeze” > “1 Row”
    

You can also freeze multiple rows, single or multiple columns, etc.

Sorting by a single column:

1. Highlight the column you would like to sort by
2. From main menu bar, select “Data” > “Sort sheet by column….”

Sorting by multiple columns:

For this example, we’ll sort by Customer first, then by SKU:

1. Select all data
2. From main menu bar, select “Data” > “Sort range…”
3. In Sort Range window:

1. Select “Data has header row”  (if your spreadsheet has headers)
2. In “Sort By” dropdown = select CUSTOMER  (A=>Z)
3. Click Add another sort column

1. “Then by” dropdown = select SKU  (A=>Z)
   

3. Once done, click blue “Sort” button