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Google Sheet adjustments and redesign
UpworkUSNot specifiedintermediate
Data VisualizationGoogle Sheets AutomationGoogle SheetsGoogle Apps ScriptMicrosoft ExcelSQLTableauPythonLooker StudioData AnalysisAnalyticsAutomationGoogle APIsSpreadsheet MacrosScripting
I have a current google sheet I use for planning, tracking activities and costs in real estate. I like to plan monthly/ quarterly and then use it daily to be sure I am implementing and taking care of tasks.
It is unorganized as it-
Is there a better way to track these things? Or is google sheet sufficient?
I need an easy place to view my planning, implementing and spending
Here is the link: https://docs.google.com/spreadsheets/d/1iNsKnG6J6s8gDLcsMXqR0Vpk_zG056bzbNFuvv7m3fU/edit?usp=sharing
Here is some information I used within google sheets for possible adjustments. I dont know/understand the program well enough to make these changes or other best possible uses.
I am still learning and currently unable to directly reorganize or make structural changes to your spreadsheet based on complex, multi-step recommendations.
However, I can guide you on how to consolidate your data into the suggested organized sections.
To manually implement the organization:
1. **Create New Space for Each Section:** Insert several new rows above your current data sections to create clear breaks for the new sections (Summary, Initiatives, Calendar, Lists).
* Select the row number where you want the new rows to start.
2. **Add Clear Section Headings:** In a new row above where the data will go, type the main section title, for example, "**1. High-Level Goals & Budget (Summary)**" and apply formatting like **Bold** and a larger font size.
3. **Move Data (Cut and Paste):**
* Select the entire range of a fragmented table you want to move (e.g., the high-level metrics).
* Cut the data (press `Ctrl + X` on Windows or `Command + X` on Mac).
* Paste the data into its new designated section.
* *High-Level Guidance:* Focus first on moving all related cost/budget tables to the **Goals & Budget** section (around A1). Then, move all large lists of activities to the **Activity Calendar** section, and finally, move the contact/farm lists to the **Target Lists & Follow-up** section.
4. **Add Consistent Headers:** The most critical step is to manually add clear headers to every table you move (e.g., replace the ambiguous columns in the item tables with headers like **ITEM, DATE, COST (Est.), COST (Actual)**).
If you need to generate any formulas for totals or conditional formatting as part of this reorganization, I can help you with those specific tasks
* **For Formula Generation:** Describe the formula you need in this chat (e.g., 'I need a formula to calculate the average cost in column D').
* **For Actions:** You can ask me to add things like conditional formatting or pivot tables e.g., 'Add conditional formatting to highlight actual costs greater than estimated costs
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