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Category: Dear Spreadsheet Whisperer

An anonymous advice column for spreadsheet emergencies, musings, and best practices.

December 20, 2018August 29, 2021 Samantha Shain Dear Spreadsheet Whisperer, Salesforce, Uncategorized

pivot swivet

In this installment of Dear Spreadsheet Whisperer, we use pivot tables, VLOOKUPs, and a mail merge to send top notch donor acknowledgement letters. Plus, gifs and cat memes!

August 15, 2018August 29, 2021 Samantha Shain Dear Spreadsheet Whisperer, Uncategorized

Dear Spreadsheet Whisperer: (our data are) wild but not wonderful

What do you do if you're outgrowing a contact list in Google Sheets? How can you store info for a political campaign before you go live with a database? Last but not least, how to link Google Forms to existing Google Spreadsheets. Onward!

July 19, 2018August 29, 2021 Samantha Shain Dear Spreadsheet Whisperer, Salesforce, Uncategorized

There’s something I’d like to address

Address management can have as many pitfalls as Philadelphia streets have potholes! In this post, I explore best practices for keeping track of addresses, thanks to many of YOU! for writing in with questions to Dear Spreadsheet Whisperer.

May 7, 2018 Samantha Shain Dear Spreadsheet Whisperer, Uncategorized

Data cleaning is a “contact” sport

Like contact sports, "Contact Segmentation" has rules to learn and skills to develop... and sometimes it can make you feel sore/grumpy/bruised. In this post, I offer 4 "Rules of the Game" and 3 Skills that will help you make it to the clean data finish line.

May 6, 2018May 15, 2018 Samantha Shain Dear Spreadsheet Whisperer, Uncategorized

Re-member-ships

Some ideas for "best practices" on managing memberships from The Spreadsheet Whisperer.  If you structure your data properly, you won't have to remember when people re-member.  Are you with me?

February 19, 2018February 19, 2018 Samantha Shain Dear Spreadsheet Whisperer

From “Confirmation Confusion” to “Confirmation Champion”

Confirmation Confusion wrote to Dear Spreadsheet Whisperer for help with hiding fields on their Newsletter Sign Up form. Now, they're ready to become Confirmation Champion!

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