What should a social justice movement leader do when his spreadsheets aren't behaving properly? Email the Spreadsheet Whisperer, of course!
case study: how to move a Process Builder to Flow [Salesforce]
During the month of February, I worked with a consultant to move just ONE process builder over to Flow, and it was an ADVENTURE! In this blog post, I will write about some of the challenges, avoided (!) pitfalls, learnings, and maybe even some advice as we, collectively, face this huge change in the Salesforce admin toolbox.
snowfakery progress!
Snowfakery has come a long way, and so have my skills! Here are some useful Snowfakery and CumulusCI commands/arguments and how to get started generating data.
How to compare addresses
StreetStStrSt.AvenueAveAve. How many different ways can you write an address? Turns out... a LOT. Typically, when I am cleaning address data (yes, that's something I do quite regularly, what with being a spreadsheet whisperer and all), I am preparing to either (1) upload a single file into an online database or (2) create a mail … Continue reading How to compare addresses
how to combine three contact lists
How to use simple spreadsheet formulas to merge three or more contact lists into one. Useful for data cleanup, data migration, surveys, event management, and email blasts!
i faced off against microsoft word mail merge, and…
How I used Conga Composer, Microsoft Word Mail Merge, and some elbow grease to conditionally show/hide tables (and why you might want to, too!)
introducing: xlookup
Puppies are organizing to convince the zoning board to protect their dog park! They need help from VLOOKUP and XLOOKUP to get the job done. Follow along as we learn the ins and outs of these powerful functions in Excel and Google Sheets!
5 Google Sheets tips every teacher can use
Teachers, I am so humbled by your brilliance and I will keep fighting for a world that treats you with the dignity you deserve. Here's a tiny contribution toward making your day slightly more magical.
filter down spreadsheet formulas
Like a coffee filter, the filter functions that I'm writing about today help us get to the very essence of our data. Read on for examples of filtering and summarizing a complex dataset, informed by a recent consulting project for an emergency homeless shelter.
if we don’t get it… shut it down
TL;DR... Sign up for an upcoming course, no wait, an experience, with my spreadsheet soulmate Emily! You'll learn how and why to organize your tech workspaces so that you can shut down your computer every night in peace. Plus, you'll get to join a supportive, like-minded cohort with personal coaching from Emily.