In this installment of Dear Spreadsheet Whisperer, we hear from an old friend who's storing contact information in.... Quickbooks! I offer advice about how to make better use of contact segmentation features and how to begin to explore a better database system.
What do unicorns, squirrels, and building blocks have to do with healing the Admin / End User divide? Read more to see my answer to an illustrious Salesforce User who's looking for resources to support her organization's Admin team to connect with a non-technical audience.
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!
A new motto to help us grow technological resilience. An infographic (kind of). A reflection on why this blog is so important to me. A double dose of imagination. And more!
How to use spreadsheets to sequentially number your rows (x+1 or date +1) OR undo it! Come for the gifs, stay for the puns!
It's time for end of year fundraising, so you export your data for volunteers, but then gifts come in and spreadsheets need to be refreshed. How do you handle the spreadsheet chaos? Meet my friend Ryan and how they can use good documentation to streamline this very confusing situation!
Plus, some good puns!
Life update! I moved in with my partner! Introducing... some spreadsheets I'm using to set up our kitchen, including The Spreadsheet Whisperer's kitchen supply reccos and Weekly Meal Planning. Read on for all that, and more....
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!
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.
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.