An Introduction to Using Google Sheets for Your Business
• Data entry
• Editors and owner
• Adding new consultants
Data Entry
Actual values should only be inserted into individual sheets.
Take Sharon as an example. She is the manager of Newcastle, and has access to both office sheet
and individual sheet, but should not enter actual values on her office sheet. Otherwise, this can
happen:
by showing this, google sheet says you either get to enter that whole column by yourself, or
automatically I fetch it from the other sheet for you! You need to choose either.
Editors and Owner
Owners can edit target values, add new consultant and basically change the sheet however they like
to. But editors are not able to edit target values. They are only able to see what has been shared with
them i.e., if they are given access to one individual sheet, seeing the office sheet is not possible.
Every sheet has only one owner, but infinite number of editors!
Adding editors: Whenever you want to add new editors go to share option on the right upper corner:
And then type in the new editor’s Gmail address.
Choose “Editor” option and click “Share” button.
Changing the owner: again, go to share option, choose the person you want to transfer the ownership
to, and click “send invitation”.
The new owner has to do the same process and there will be an “accept” option for him/her.
Best Practice: All the sheets have one owner and that’s the company’s owner. Office managers are
added as editor to the office sheet. Consultants are added as editors to the individual sheets. Every
office manager should be added to all individual sheets under his/her office too.
Adding New Consultant
Ok this one is a little tricky.
First of all, you need a new consultant sheet, right? So we go to the office that we want to add
consultant to and we copy one of its consultant’s sheets.
Also, we add a new tab to the office sheet by duplicating one of the sheets there. And at last, we need
to rename these newly created sheets and set a link between them.
Take Nottingham as an example. First, we make a copy of one of the individual sheets. Here it’s Mark
but it doesn’t matter who we choose. Then make a duplicate of Mark’s tab on the office sheet, as
shown below.
Then we have to link these newly created sheets so that google sheets knows where to pull data from
and where to populate it.
This is what links the sheets:
The name and the link should always match the source. If there’s a subtle mismatch, it’s not going to
work.
6 3 6 2
1 4
As you can see number 1 and 2 should match and the same goes for 3 and 4. Basically it’s best if all
are the same. so: 1=2=3=4. Here we name them Dan as an example.
In order to prevent confusion, we change number 5 and 6 to Dan too.
The source link for the Dan’s sheet (shown on the left) is already correct. It’s supposed to collect
target values from Nottingham, right?
But the source link for the office sheet (shown on the right) is not correct. We want it to collect actual
values from the newly created sheet (Dan’s sheet) and not the old Mark sheet. So, we copy the link
from the Dan’s sheet and paste to the corresponding cell of office sheet.
Here is the result:
As you can see there is #REF! error on the columns of both sides. That’s because we haven’t given
google sheets access to copy data from our new sheet. To resolve this problem just click on one of
the cells and click “Allow access”. Do the same thing for the other half.
The last step is to populate target values on the office sheet and let the scorecard know there’s a new
sheet that needs to be added up.
Populating target values Add the same name we used before to
the scorecard. You can add up to 5 sheets
in each scorecard
