Opinions are Alexandra's own. This site is not affiliated with any of the companies or people mentioned or linked to. Information on this site is for educational purposes only and is not to be taken as specific advice. Speak with a financial professional to determine what is appropriate for your personal financial situation. ©2019 by Alexandra Wilson, CFP®

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Google Sheets Training

We'll cover the basic formulas and design tricks you need to know to build your Google Sheets knowledge.

 

While watching these classes, I recommend having a blank Google Sheet open to practice the concepts we go through. You can pause the videos and rewind as needed while you're practicing on your sheet.

Let's get started!

Updates

Whenever we publish new updates, we'll log them here so you can see what's new:

 

12/7/2019 - Added Pivot Tables

 

Counting and Summations

 

This class covers the various formulas you can use for counting, summations, averages - but with conditions, as well as rounding formulas.

 

Formulas Covered

  • =COUNTIF 

  • =COUNTIFS

  • =SUMIF 

  • =SUMIFS

  • =AVERAGEIF 

  • =AVERAGEIFS

  • =ROUND 

  • =ROUNDUP 

  • =ROUNDDOWN

 
 

Time Value of Money

 

We'll cover the common mistakes people make when using the time value of money formulas, and some tips and tricks to help you remember how to use them correctly.

 

Formulas Covered

  • Present Value =PV

  • Future Value =FV

  • Number of Periods =NPER

  • Payment =PMT

 

If Statements

 

We'll cover how to use if statements to build logic into your spreadsheets.

 

Formulas Covered

  • =IF

  • =AND

  • =OR

 

Tables

 

This class covers the functions you can use to analyze your data from a table including:

  • Data Filters

  • Sorting Data

  • Excluding Data

  • Pivot Tables

Lookup Formulas

 

If you need to look up something in a table, VLOOKUP and HLOOKUP are your friends. Using these formulas is much easier than they seem once you learn how they work.

 

Formulas Covered

  • Vertical Lookup = VLOOKUP

  • Horizontal Lookup =HLOOKUP

 

Charts

 

We'll cover the basic charts you can use to display your data in Google Sheets.

 

Charts Covered

  • Line Chart

  • Bar Chart

  • Pie Chart

 
 

Design Basics

 

This class covers basic design tools in Google Sheets that you can use to create well-designed sheets and reports.

 

Design Concepts Covered

  • Conditional Formatting

  • Alternating Colors

  • Various Ways to Insert an Image

  • Spacing of Columns & Rows

  • Adding a Header & Footer

  • Changing Border Thickness & Color

  • Adding Fonts and Colors to Match Your Design

  • Page Breaks for Printing