Spreadsheets That Work – Smarter Tips for Excel & Google Sheets
Welcome to Tech Tuesday!
Whether you're tracking invoices, analyzing case data, or building internal tools—spreadsheets are the unsung heroes of business operations. But if you're only using them like a digital ledger, you’re missing out on real power.
Today, we’re showing you easy spreadsheet tips that can help small businesses and law firms work smarter, faster, and with fewer errors.
Try These Tips in Excel or Google Sheets:
Freeze Header Rows for Easier Scrolling
Excel: View → Freeze Panes
Sheets: View → Freeze → 1 Row
Use Data Validation to Prevent Entry Errors
Limit inputs (e.g. dropdowns for “Status” or “Priority”)
Makes handoffs between staff smoother and more consistent
Apply Conditional Formatting
Highlight overdue tasks, budget overages, or top clients in a flash
Great for reports and real-time reviews
Use Simple Formulas for Automation
=SUM(), =AVERAGE(), =IF(), =VLOOKUP() – your new best friends
Create summary tabs for quick decision-making
Filter & Sort with Power
Excel’s filters or Google’s filter views can help you zero in on what matters, especially in larger datasets
Why It Matters
Spreadsheets can become your lightweight CRM, report engine, or financial dashboard—without needing a developer or new software. And better spreadsheets = better decisions.
Next Week:
We’ll dive into digital note-taking tools and how to organize your thoughts across meetings, cases, and tasks.
Until then,
Build smarter, not harder!
– The KIT Digital Team
