Shh, do you use spreadsheets as a part of your workday? Do you wish that you could share or connect multiple spreadsheets together with just a few clicks?
In today's video, we are taking a look at Sheetgo, a web platform that makes it so much easier for you to connect multiple spreadsheets and also share that data with other spreadsheet users. Hello everyone, Scott Friesen here at Simpletivity.
Today we are taking a deeper look at Sheetgo, and I'm going to share with you three different ways to use the Sheetgo service. I want to show you how you can share data from one or more worksheets and bring it into one worksheet.
I want to show you how you can use Microsoft Excel data and share that with a Google Sheets user. Sometimes we have our own personal preferences, right, as to which type of tool we like to use and the tools that others are using as well.
Lastly, I want to show you how to merge data from multiple workbooks and bring them into a single workbook, consolidating all of that data. So let's take a closer look at Sheetgo.
Example
Let's start out by taking a look at a simple example. Here I have a sample spreadsheet where I have some basic product information, things like inventory, quantity, and the price of each of these products.
On a separate and distinct spreadsheet, I have my sales data, which either I manage, or it could be another member of my team. I would love to have this information visible somewhere within this spreadsheet, maybe have it appear as a separate tab.
With Sheetgo, we can do exactly that. Let's go over to the Sheetgo web platform.
Making a Connection
Here you can see I have not yet made a connection. To get started, all we need to do is hit the plus button here on the bottom right-hand corner.
In order to use Sheetgo, all of your spreadsheets that you want to connect, consolidate, or merge must be stored on Google Drive. But that does not necessarily mean that it has to be a Google Sheet.
As I'm going to show you in today's second example, you can use Microsoft Excel or any other type of spreadsheet as long as it is stored within Google Drive. So in this case, we need to get started by selecting a data source.
I'm going to select "Add Source," and it's gonna show me all of the sheets that I have available to me within my Google Drive account. In this case, I want to use the sample data as the data source, so I'm going to select that.
My second choice here is the data destination, so I'm gonna select this option. You can start a brand new spreadsheet if you want; that's the default option here within Sheetgo.
But I already have a spreadsheet where I want this information to go, so I'm going to say "Change Destination," and I'm gonna select the Sheetgo destination. I've made a very easy label so I remember where I want it to go.
I've got my data source, I've got my data destination, and the last option here is settings. There are a lot of settings you can alter or change here.
You can change the connection name, for example. You can also change if you want automatic updates or not.
I'm gonna leave that disabled just for now so I can show you how things work. Now that I've made these three choices, I can select the checkmark here to save that connection.
Now I have made my very first connection. Here you see the name of it, the spreadsheet connecting, and scheduling is disabled.
The last update was just now. If I go back to this spreadsheet,
New Tab
You will notice I have a brand new tab at the bottom of my sheet, and look at this, it is the name of the connection that I just made. If I click on it, here I have all of the exact same information as the other spreadsheet I referred to earlier.
Now I can always have the latest or most current information here within this original spreadsheet. Maybe I'm in charge of this tab, and this is all the things I need to work with, all the things I need to change or update.
But whenever I want to look at our sales data, I can simply click on this tab below. I may not even be the owner of this information; someone else may be dealing with this information and updating it.
In our next example, let's see how we can share information from a Microsoft Excel spreadsheet or perhaps a CSV file into other Google Sheets. If you're not familiar with the Google Drive plugin for Microsoft Office, I'll be sure to leave a link to this add-on in the description below.
This allows you to save any Microsoft Office file directly to your Google Drive account, and that's what we're going to be doing here. When you have the plugin installed, all you need to do is select "Save As," and you can save directly to Google Drive.
Of course, you can continue to edit and manage your information here within perhaps your preferred tool or application. We can continue to edit here within Microsoft Excel.
To make the connection, let's go back to our Sheetgo web platform. We are going to hit the plus button, and we need to add our source.
Because we've been using the plugin, that Microsoft Excel or CSV file is now saved within Google Drive, so that is the data source. As for a data destination, let's use the same destination we used last time, the Sheetgo destination.
Lastly, under settings, we can give it a different name. I'm going to call this one "Customer Data" so we can see the difference here.
I'll select the checkmark. Now, this may take a few seconds to make the initial connection.
Here you see the name of this particular connection, where it is going, and the connection has just been made. Let's go back to that original spreadsheet.
Here you see again at the bottom we now have a new tab, a customer data tab, and now we have all the exact same information that we have in our original Excel file. I can continue to edit that information within my original Microsoft Excel file, and every time I save it, it will be updated here within this particular Google Sheet, all by using the Sheetgo connection platform.
Merging Spreadsheets
Our third Sheetgo example may just be my favorite and most valuable to you. In this case, we are going to be merging three separate spreadsheets into one.
Often you may be dealing with information in multiple spreadsheets, different pieces of information, but you'd like to see all of that information in one. Maybe it makes sense to have separate spreadsheets for different sales representatives or for different projects that you are working on, but you'd like to see everything in one single spreadsheet.
Here I have Inventory A, B, and C, all with different information, but I'd like to see them all in this spreadsheet, Inventory All Sites. So let's see how we can set things up.
Let's go back to the Sheetgo web platform, and we are going to select the plus button. Now again, we're gonna add a source, but this time we are going to be adding three sources: Inventory A, Inventory B, and Inventory C, because we want to merge these three spreadsheets into one.
The data destination could be a brand new spreadsheet, but I've actually selected one already. I've created this Inventory All Sites spreadsheet, so that's where I want the information to go.
Under settings, I can always give a connection name. In this case, I'm gonna say "Inventory Merge" just so I can see it later.
I select the checkbox, which is saving the connection, and it may take a few seconds for the merge to take place, for the connection across those three spreadsheets to take place. I should see a notification—there we go, the connection "Inventory Merge" was updated.
Inventory Merge
If I go to my Inventory All Sites, here you can see I have a brand new tab called "Inventory Merge," remember what I named it. Now all of my data is merged together.
I have all of the information from all three of my spreadsheets in a single view. Remember, I can set up automatic updates or manual updates, so my other team members can continue to work in their individual spreadsheets.
Or maybe I'm working with these individual spreadsheets, but I can always come back and see that merged data here. If you would like to try out Sheetgo, be sure to click the link in the description below.
You can try Sheetgo for free and tell me how you enjoy connecting and sharing your information amongst multiple spreadsheets. Thank you so much for watching.
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