validation rules!

Ahh, nothing like a good pep talk to make you feel validated. When I can't cheer you on, try data validation tools to add "dropdown menus" inside of your spreadsheets. Google Sheets and Excel users will both find something of value here. Read more for useful tips and tutorial videos.

spreadsheet bliss

Isn't it great when spreadsheets just WORK, making your repetitive tasks faster and more accurate? Here are two examples of spreadsheet tools I've built with a combination of Salesforce exports and spreadsheet prowess. Using them makes me feel proud and blissful!

(re)portable

Imagine your data are stored in a database. When should you save a new report versus modifying a template? How should I tackle a reporting strategy? What kind of winter coat should I buy? These questions are all raised, and maybe answered!