Google Sheets Tutorial for Beginners đŸ”„ - YouTube

Channel: Railsware Product Academy

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If you're new to Google Sheets, you're at the right place!
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Today I will help you to start using the tool just in 15 minutes!
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To create a new spreadsheet, go to drive.google.com.
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You need to have an active Google account.
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If you don’t have one, click pause and create it now.
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It takes just a few minutes.
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We are now in our Google Drive.
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It contains folders and files.
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I will create a new Folder by clicking “+ New” on top, and call it “Google Sheets
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for Beginners”.
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Go to folder -> Click “+ New” on top -> Google Sheets -> select whether you want to create
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a blank sheet or use a template.
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For templates, you can either create and upload templates specific for your organization,
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or use Google templates gallery.
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I would prefer to create a blank sheet now.
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One of the coolest tricks with creating a google sheet, is to use “.new”.
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I simply type “sheets.new” in my browser and it creates a new spreadsheet for me!
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It is automatically saved on my Google Drive.
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Name the sheet in the top left corner to easily find it next time using search in Google Drive.
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To organize it, I click on the folder icon, and here I can either create a new folder
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to store this file, or select an existing one.
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*How to upload an existing spreadsheet* I usually drag and drop excel or csv files
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to the folder on Google Drive.
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To avoid converting each file manually, go to the Settings menu and select “Convert uploaded
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files”.
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Now, any file added to GDrive will be automatically converted without copies.
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If, for some reason, you have an excel or csv file that was not converted, don’t worry
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- it is still readable.
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However, you can only view it.
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Click “Open with Google Sheets” button on top.
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Google will create a Google Sheet copy in the same folder.
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We can now start working with the spreadsheet.
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Let’s go back to our blank spreadsheet.
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Google Drive automatically saves everything, so you don’t have to worry about this.
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Just make sure you are online and this message on top appears.
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There can be a number of sheets in one spreadsheet.
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This is super cool to organize your data.
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I recommend you to keep your raw data, calculations, and dashboards on separate sheets.
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Sheets are represented here in the bottom.
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To rename a sheet, double click on it and type the name you want.
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Let’s call this one “Data”.
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To add one more sheet, you click the "plus" here and the new sheet appears.
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If you have several sheets with raw data and with calculations, color coding can be very
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helpful.
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I will color the “Data” sheet purple, and the “Calculations” yellow.
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If you click “All Sheets” button here, you will see the list with color marks, and
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can navigate through them.
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This helps a lot in case you have 10 or 20 sheets in the same file, and they get hidden
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on the right.
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Each sheet has cells, columns and rows.
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Columns are indicated alphabetically, rows are indicated numerically.
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Select the whole column or the whole row by clicking on the index.
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To select the whole sheet, use this button in the top left corner.
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Freeze columns and rows using these markers.
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This is how you can keep the columns and rows headers visible at any time.
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Cells allow you to both store data, and to make calculations based on the data in other
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cells.
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Each cell has an index - this is a combination of the column and the row indexes.
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You will be using the row, column and cell indexes in formulas in the future.
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We can input text, numerical information, dates, currencies.
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To input data in the sheet, click on the cell.
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You can simply type the data right away, or use a field here on the top.
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You can adjust the size of the field.
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But don’t forget to select the correct cell before you use this input field.
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Entering data here is super useful when working with large functions.
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Let’s create a simple dataset - information about employees, their age, country of residence,
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and monthly income.
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Let’s freeze the row using this marker.
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Spreadsheet automatically recognizes the type of data you enter.
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However, you can adjust the format manually.
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Use FORMAT to select the type of data you input.
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You can convert your numbers into $, or into % using these buttons in the menu.
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You can decrease or increase decimal places here as well.
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Select the cells you want to apply text formatting to, and design your texts by selecting the
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font, text size, bold, italic, strikethrough, text color etc.
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I will make the headers bold.
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You can manage text wrapping in each cell using this button in the menu.
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You can overflow, wrap or clip text.
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However, for this specific case, I would prefer to resize the columns.
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Color cells to mark the headers, different types of data, or cells containing formulas
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and function outcomes.
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Select the cells to color, and use the fill color button.
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Watch our video about spreadsheets design, where I will show you how to use color coding
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and conditional formatting.
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Here are some hotkeys and keyboard functions for you to use when working with spreadsheets.
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You can use arrows to move around the sheet.
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For Mac, you can use standard Command+C and Command+V to copy and paste, Command+X to
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cut, Command+Z to undo and so on.
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For PC, use the same combinations, but with a Control.
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An important note: If you copy several cells, the pasted output will contain the same cells
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in the same order.
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Let’s copy names and age.
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We click on the cell to start from to select the range we want.
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Command+C, then click on the cell to paste - Command+V.
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The values and the order are saved.
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This might re-write the data, so make sure you paste into empty cells.
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There are different parts of the data that you can copy and paste.
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Copy the set -> right click on the cell to paste values to -> paste special -> select
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what you want to paste.
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For example: Values only - the values will be pasted without
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format.
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Format only - the format will be applied without values, and so on.
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A really cool feature of Google Sheets is to paste transposed.
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If you use it, the data will turn around - what was in the columns will now appear in the
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rows, and vise versa.
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There is a hotkey to select a set - Command+Shift+Direction Arrow for Mac.
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I click on the cell I want to start from, and press Command+Shift.
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If I use the right arrow, it will select all of the cells that contain values on the right.
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If I press it once more, it will select all of the cells in the row.
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Use the left arrow to select the cells with values only.
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Now, we can press Command+Shift+Down, and Google Sheets will expand the selection to
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all of the columns in the set.
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You can select 2 individual cells by holding the Command key for Mac, or Control key for
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PC.
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If you input text and pull the bottom right corner, it will simply copy this text to the
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next cell.
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However, spreadsheet is smart.
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If you input a date, or a day of the week, or a month, select it, drag, and the sequence
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will be expanded.
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The same works for numbers in case you select two of them, and drag the bottom right corner of the
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cell.
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Cells allow you to both store data and to make calculations based on the data in the
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other cells.
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Use simple math operators in spreadsheets to make calculations.
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Let’s count the sum of monthly salaries of our employees.
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Add a header first - “Salaries total” I click on the cell, type equality sign, click
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on the cells with salaries and add a plus.
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You can add numbers manually or refer to the cells with values like I did just now.
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Hit Enter and here is the sum of salaries.
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If you want to get an average salary, add a header - “Salaries Average”, type equality
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sign, the sum we’ve counted just now, and divide it by 3.
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If there is a repeatable calculation and you drag the bottom right corner down,
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the spreadsheet will extend the calculation using the values in the new rows.
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Let’s count the annual salary for each of our employees.
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We create a new column, add a header “Annual Salary”.
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Now, we type equality sign, refer to the cell with the monthly salary by clicking on it,
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or typing its cell index and multiplying it by 12.
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Press Enter.
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You can refer to cells in the same sheet, or in a different sheet.
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Moreover, you can refer to a totally different spreadsheet from your GDrive.
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Subscribe to our channel and watch our video about importing data in Google Sheets.
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I can add the number of months to a separate cell and refer to it in the formula.
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I add it to the formula, and hit Enter.
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Now, I drag this formula, and it doesn’t work properly.
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This is because the formula pulls each next cell after the “12 months” one.
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I need the months number to stay the same for all of the copied formulas.
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For this, I can anchor the values inside the formula using the $ sign.
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Put an anchor before the letter to lock this one if formula moves to a new column, and
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add a dollar sign before the number to anchor this value when moving to a different row.
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In our case, we will copy the formula to several new rows, so I need to lock the number.
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Put the dollar sign and press Enter.
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Now, I drag it again and the formula works.
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One of the most useful features of Google Sheets is using different functions.
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To use a function, type '=' sign and start typing the name of the function.
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Once you do that, the list of possible functions will pop up, and you can choose one of them.
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You can find a list of quick functions in the menu here.
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Let’s try them!
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Click on the cell, select the function - let’s start from the SUM - then select the
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range to be summed (monthly salaries, for example).
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Hit Enter and here is the result!
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Watch our video about advanced SUM, SUMIF and SUMIFS functions to total values based on
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specific criterion.
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You can calculate the average salary using a function or count the items in the selected
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range.
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You can also display the maximum and minimum value. Follow the same logic: '=' sign, function name, open
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parentheses, add a range, close parentheses, hit Enter.
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There is a huge number of functions in Google Sheets.
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Subscribe to Railsware channel to learn the most useful ones.
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The last but not the least.
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Google Sheets is a great tool for teams to collaborate on data.
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There are several features that allow multiple users to work together in one spreadsheet
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at the same time.
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If you work with your teammates on the same document, but not at the same time, you can
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leave your comments and notes for them.
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Right click on the cell, and insert a comment or a note.
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The notes pop up if you hover over the cell.
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Notes are used to add descriptions to the data in the cells.
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You can leave explanations and hints for your colleagues in notes.
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Comments are actionable.
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You can see who is the author of the comment, reply, ask questions, tag users,
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and even have a dialog on the issue.
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You can mark people who should take actions on this comment by typing '+' and an email of
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the person.
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They will get notified by email and any other integrated tool (we use Slack, for example).
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Comments are often used for tasks tracking.
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Once the issue is fixed, the author should mark the comment as resolved.
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