Browsing archives for 'Tips'

Create a CRM System in Google Docs

Spreadsheets,Tips 8 September 2011 0 Comments

Having a customer relationship management (CRM) system is a must for anyone in sales. These systems allow you to manage your leads, contacts, accounts, and opportunities. Some provide reporting, such as showing your sales pipeline. There are desktop and client server solutions like ACT!.  Salesforce.com is probably the premier on-line CRM. The problem is, these [...]

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Track Your Expenses Using Gmail and Google Docs

Forms,Spreadsheets,Tips 12 May 2011 0 Comments

Here’s an awesome tip for tracking expenses across multiple credit cards and back accounts.  You basically create a form in Google Docs for entering an expense and then email the form to your email account. In your email client, save the email in a convenient location and then simply fill out the form attached to [...]

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How to Scrape Website Content

Spreadsheets,Tips 15 April 2011 11 Comments

While this tip might be a little more advanced, it shows how easy it is to “scrape” content from websites into your spreadsheets. We’ll be relying on the fact that HTML is a form of XML (strictly speaking XHTML is a valid form of XML, but for all intents and purposes we can assume HTML [...]

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Restore An Older Version Of A Document

Documents,Drawings,Forms,Presentations,Spreadsheets,Tips 18 March 2011 0 Comments

I can’t tell you how many times I have seen document files with the following kind of name: BudgetV5BA.xls. What’s typically going on here is that a document, in this case a budget spreadsheet, is being saved as a new file every time a change is made, and the person doing so is adding a [...]

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How To Format Multiple Currencies

Spreadsheets,Tips 15 March 2011 0 Comments

We’ve already shown you how to convert between different currencies in a spreadsheet. But how do we format the resulting figures such that 100 US dollars is shown as $100 and 100 British pounds is shown as £100? Google docs spreadsheets allows you to set a global setting for the currency, and then override that [...]

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How To Calculate Roman Numerals

Spreadsheets,Tips 14 March 2011 0 Comments

Given a number, are you able to express it as a roman numeral? In roman, numerals are represented as letters (I for 1, V for 5, X for 10 and so on). These roman numerals are additive; the number is calculated by adding all the letters together, for example: LX = 50 + 10 which [...]

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How To Split The Contents Of A Cell

Spreadsheets,Tips 11 March 2011 0 Comments

File this one under useful formulas: sometimes in a spreadsheet we want to split the contents of a cell. For example, perhaps the you have pasted a list of names into a column, like “John Doe”, but what you really want is the first names in one column and the last names in another. This [...]

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Accessing The Browser Context Menu

Documents,Drawings,Presentations,Spreadsheets,Tips 10 March 2011 0 Comments

If I were a more poetic person, I suppose this tip could have been called The Tale of Two Context Menus. A context menu (often called a pop-up menu) is a menu that appears when you click the right mouse button. It usually offers a limited set of choices, but they usually pertain to the [...]

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How To Calculate Foreign Exchange

Spreadsheets,Tips 9 March 2011 6 Comments

Gone are the days or keying in and manually updating an exchange rate in a cell of a spreadsheet and using that to perform currency conversions. Many of the formulas and functions available in Google docs spreadsheets are plugged into the real time web. Currency conversion calculations can always be up to date without having [...]

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Get The Weekday Name From A Date

Spreadsheets,Tips 8 March 2011 2 Comments

Have you ever wanted to determine what kind of day it was from a date in a Google Docs spreadsheet? For example, suppose you would like to know if March 15, 1976 was a Monday or a Tuesday or a Wednesday, etc.? You can use the weekday() function, but it will return the weekday number, [...]

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