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Contributing Writer

Google Sheets cheat sheet: How to get started

how-to
Mar 22, 202223 mins
G SuiteGoogleSmall and Medium Business

How to use Google Sheets to create, work with, and collaborate on spreadsheets.

Google Sheets is a powerful spreadsheet app that you use through your web browser. It stores your spreadsheets in the cloud with Google Drive. Anyone with a Google account can use Sheets and Drive for free. Both are also part of Google Workspace (formerly G Suite), Google’s subscription office suite for business and enterprise customers. There are Google Sheets mobile apps for Android and iOS, too.

This guide will teach you how to start a new spreadsheet in the Sheets web app or upload one you already have stored on your PC, including a Microsoft Excel spreadsheet. It also goes over the basic interface and unique features of Sheets, such as how to share your spreadsheets and collaborate on them with others.

Create or open a spreadsheet

To start a new spreadsheet or load one you’ve already saved in Google Drive, you’ll need to log in to your Google or Workspace account. Then:

From Google Sheets: At the top of the Sheets home page, you’ll see a “Start a new spreadsheet” header, with a row of thumbnails underneath. To start a new, blank spreadsheet, click the Blank thumbnail or select a template from the thumbnails to the right. To see more templates, click Template gallery toward the upper-right corner; click any thumbnail to start a new spreadsheet in that template.

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The Google Sheets home page. (Click image to enlarge it.)

Below the thumbnails you’ll see a list of spreadsheets stored in your own Google Drive or shared with you. To open a spreadsheet, click it.

This list appears in reverse chronological order starting with the spreadsheet you most recently opened. Clicking the “AZ” icon at the upper right of this list changes the sort order to Last modified by me, Last modified, or in alphabetical order by spreadsheet title. You can also browse to a specific folder by clicking the folder icon next to the “AZ” icon.

Finally, you can use the search box at the top to find spreadsheets in Google Drive. Enter words or numbers that may be in the spreadsheet you’re looking for.

From Google Drive: Spreadsheets stored in your Google Drive are listed in the main window of the Drive home page. To see a listing of spreadsheets that others are sharing with you, click Shared with me from the left column. From either list, double-click a spreadsheet to open it in Google Sheets. You can also use the search box at the top of the page.

To start a new blank spreadsheet, click the New button at the upper-left of the screen and then click Google Sheets.

If you want to use a template to start a new spreadsheet: Click the New button, then select Google Sheets > From a template. The template gallery for Google Sheets will open; click a thumbnail to start a new spreadsheet in that template.

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Creating a new spreadsheet from Google Drive. (Click image to enlarge it.)

Upload a Microsoft Excel spreadsheet for editing in Google Sheets

If you want to edit a spreadsheet that’s not already stored in your Google Drive, you must first upload it to Drive. You can do this from either Sheets or Drive.

From Google Sheets: Click the folder (“Open file picker”) icon that’s at the upper-right of the spreadsheets list. On the panel that opens, click the Upload tab. Drag-and-drop your Excel file (.xls or .xlsx) onto this panel, or browse your PC’s drive to select it and click Open.

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To upload an Excel spreadsheet, drag the file onto this panel or browse to it on your hard drive. (Click image to enlarge it.)

From Google Drive: Click the New button, then File upload, and select the Excel file from your PC’s drive and click Open.

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Uploading a spreadsheet in Google Drive. (Click image to enlarge it.)

Traditionally, when you uploaded Excel files to Google Drive, they were automatically converted to Sheets format. That’s still the case when you upload Excel files via the Google Sheets home page.

However, Google also supports the ability to edit Microsoft Office files in their native format. By default, any .xlsx files that you upload via Google Drive will remain formatted as Excel documents. You can edit and collaborate on an Excel file right in Sheets, with all changes made by you or your collaborators saved directly to the Excel file. On the Google Sheets and Drive homepages, native Excel files will be denoted with a green “X” icon, and when you open a native Excel file in Sheets, you’ll see an “.XLSX” flag to the right of the document title.

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Microsoft Excel-formatted files show the Excel icon (top) instead of the Google Sheets icon (bottom).

If you’d rather have Google convert Excel files to Sheets format automatically when you upload them via Google Drive, click the gear icon in the upper-right corner of the Drive home screen and select Settings from the drop-down menu. In the Settings box next to “Convert uploads,” check the checkbox marked Convert uploaded files to Google Docs editor format.

To convert Excel macros to Google Sheets: If an Excel file you’re converting to Sheets format contains VBA (Visual Basic for Applications) code, which is used for macros, and you’re subscribed to a Google Workplace Enterprise Plus plan, install the Macro Converter add-on for Google Sheets. This will do as its name implies: convert your Excel file’s VBA code to the App Script format that Google Sheets uses, so that you can execute these macros in your spreadsheet when it’s loaded into Google Sheets.

Work in a spreadsheet

When you open a spreadsheet in Google Sheets, here’s what you see:

Your spreadsheet’s title appears along the top of the screen. To change it, click anywhere inside the title and start typing.

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The Google Sheets editing interface. (Click image to enlarge it.)

The menu bar is just below the spreadsheet’s title and includes the following drop-down menus:

  • File has commands for taking action on the whole spreadsheet, including Print, Rename, and Share.
  • Edit contains quick tools for deleting columns or rows.
  • View controls how you see the spreadsheet, such as showing/hiding formulas, freezing rows or columns, and grouping together columns or rows.
  • Insert lets you insert cells, columns, or rows; graphical elements such as charts and images; and other items such as functions, comments, and checkboxes.
  • Format has the same tools as the toolbar that’s directly below the menu bar (described below), plus commands for conditional formatting and alternating colors.
  • Data has tools for sorting a range of columns in alphabetical order, creating a filter, protecting sheets and ranges, and validating and data.
  • Tools leads to miscellaneous items such as creating a form and running spell-check.
  • Extensions lets you work with add-ons, macros, scripts, and apps.
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The data menu includes tools for sorting, filtering, validating, and cleaning up data. (Click image to enlarge it.)

The toolbar is directly above your spreadsheet and has buttons for formatting the numbers and text in a cell. These include changing its number format (e.g., currency, date, percent) and font (type, size, style, color). Other buttons on this toolbar let you change the background color of a cell, merge cells, and adjust the horizontal or vertical alignment of numbers or text in a cell.

To insert a chart, click the Insert chart button toward the right end of the toolbar. This opens a sidebar from which you can select a preset chart or click the Customize tab to create your own chart.

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Inserting a chart in Google Sheets. (Click image to enlarge it.)

To insert a formula, click the Functions button at the very end of the toolbar. This opens a drop-down menu of formulas (a.k.a. functions) that Google Sheets supports. Click through the categories to find the formula you want. Once you find it, click the formula to insert it inside the cell where you’ve set the cursor. For a complete list of formulas/functions that work in Google Sheets, see the official Google Sheets functions list.

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Inserting a formula in Google Sheets. (Click image to enlarge it.)

Manage multiple sheets in a spreadsheet

Each page of your spreadsheet is represented as a tab along the bottom of the screen. Clicking one of these tabs shows you its corresponding sheet on the screen.

To add a new, blank sheet to your spreadsheet: Click the “+” at the lower-left corner.

To delete or rename a sheet: Click the down arrow on the sheet’s tab. From the menu that opens, select Delete or Rename.

To change the page order of your sheets: Click-and-hold a sheet’s tab, drag it left or right to another spot in the row of tabs, and release it.

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Use the tab menu to delete, duplicate, copy, rename, or move a sheet. (Click image to enlarge it.)

Select a color theme for your spreadsheet

On the menu bar along the top of the screen, click Format and select Theme. A sidebar will open along the right, showing you several large thumbnails of themes. Scroll through the list and click the thumbnail for the one that you want to use for your spreadsheet. You can apply a theme to a new blank spreadsheet or to one that already has a design.

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Applying a theme to a spreadsheet. (Click image to enlarge it.)

Get assistance as you enter data

As you’re entering formulas into cells, Google Sheets may make corrections to your formula (if it thinks you’ve made a mistake), or fill in cells with suggested adjustments to your formula. For example, if you’re entering the same formula cell-by-cell down a column, yet changing the formula to correspond with the row number, Sheets may automatically insert your formula into the cells further down the column and apply what it predicts would be your succeeding adjustments to this formula.

This intelligent assistance is on by default, but if you find that it gets in your way, you can turn it off: On the menu bar along the top of the screen, click Tools > Autocomplete and deselect Enable formula suggestions and Enable formula corrections.

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If Sheets’ formula suggestions aren’t working for you, you can disable them. (Click image to enlarge it.)

Share a spreadsheet

When you’re viewing your spreadsheet in Google Sheets, click the green Share button at the upper-right.

Or, from your Google Drive homepage, click to highlight the spreadsheet that you want to share. Then, toward the upper right of the page, click the Share icon (a headshot silhouette with “+”).

Through either method, the “Share with people and groups” panel will open.

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Setting permissions for a file being shared privately. (Click image to enlarge it.)

Share a spreadsheet privately

In the entry box, enter the email addresses (or names of your Google Contacts) of the people with whom you want to share. You can also type a brief message to them. By default, the people you invite to your spreadsheet can edit it and reshare it with others.

To change access permissions for invitees: Click Editor to the right of the entry box and choose another option from the drop-down menu. Commentor means they can view your spreadsheet and add comments but can’t change it. Viewer means they can view your spreadsheet but can’t edit it or add comments. This setting applies to everyone you’re currently inviting to the document.

To prevent your spreadsheet from being reshared, downloaded, or printed: Click the gear icon at the upper-right of this panel. On the smaller panel that opens, uncheck the boxes by “Editors can change permissions and share” and “Viewers and commenters can see the option to download, print, and copy.”

When you’re done setting permissions, click Send, and everyone you’ve added will receive an email with a link they can click to access the document.

To limit or change a person’s access to your spreadsheet: Click the Share button to bring up the “Share with people and groups” panel again. It shows a list of all the people you’ve invited, along with their permission status.  Click the down arrow to the right of a person’s name, change their permission level or remove their access entirely, and click Save.

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You can change permissions for people you’ve shared a spreadsheet with on an individual basis. (Click image to enlarge it.)

If you have a Google Workspace subscription, another option here is to select Give temporary access and, next to “Access expires,” select a date within one year of the current date. If you set an expiration date for a person that you’ve assigned as “Editor,” their access will be downgraded to “Commenter” on the expiration date.

Note: A spreadsheet you’ve shared (or that others have shared with you) will have an icon of two silhouetted heads next to it in the spreadsheet list on your Google Sheets and Google Drive home pages.

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Shared spreadsheets show a “shared” icon in file listings.

Share a spreadsheet publicly

At the bottom of the “Share with people and groups” panel is a “Get link” area where you can copy the link to the document. By default, this link is restricted to those you invite to the document. To change it to a public link, click Change to anyone with the link. A link to your document will be generated.

Click Copy link and the link will be copied to your PC’s clipboard. You can then share this link by pasting it into a chat message, document, email, forum post, or most other means of online written communication. Anyone who clicks this link will be able to view your spreadsheet online. (Be aware that anyone can copy and reshare the link.)

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Generating a public link to a spreadsheet. (Click image to enlarge it.)

To allow anyone in the public to comment on or edit your spreadsheet: At the bottom right of the “Get link” area, click Viewer and select Commenter or Editor from the drop-down menu. Then click the blue Done button. Now the web link to your spreadsheet will let anyone who clicks it add a comment to your spreadsheet or edit it.

To turn off public sharing for your spreadsheet: Bring up the “Share with people and groups” panel again. On the lower-left corner, click Change. Then on the expanded “Get link” panel, click Anyone with the link, select Restricted, and click the Done button.

Note: You can apply both public and private sharing methods to your spreadsheet. For example, you could allow the public to only view your spreadsheet, but allow specific people that you’ve invited to comment on or edit it.

Collaborate on a spreadsheet

The people you’ve shared a spreadsheet with can view or work on it at the same time as you or at other times. Remember that people who have Editor privileges to your spreadsheet can change all aspects of it. Having multiple people making changes to a spreadsheet can get confusing. In most cases, setting everyone to Commenter is the best way to collaborate in Sheets. People can attach comments to specific cells, but their comments won’t interfere with your spreadsheet’s data.

To add a comment: Click inside a cell and, from the toolbar above your spreadsheet, click the Insert comment icon (the speech balloon with a + toward the right end of the toolbar).

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Click this button to insert a comment.

A blank comment card with your name on it opens by the cell. On this card’s entry line, type a brief comment, and when you’re finished, click the Comment button.

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Typing a new comment. (Click image to enlarge it.)

To draw someone’s attention to a comment: As you’re composing the comment, type the @ symbol and begin typing their name, then select the person from the list of suggested Google contacts that appears. They’ll receive an email notifying them of the comment and linking to it.

To read and reply to a comment: A cell that contains a comment is denoted by a tiny triangle at its upper-right corner. To read it, move the pointer over the cell; the commenter’s name and their comment will appear next to it.

To reply, click the card or cell. The card will expand to reveal an entry line where you can add a comment in response. Click Reply when you’re done. The comment card will now show the original comment and all replies to it.

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Reading and responding to a comment. (Click image to enlarge it.)

To edit, delete, or resolve a comment: Clicking the green checkmark marks this comment card as “resolved” and removes the card from the main spreadsheet. Clicking the three-dot icon at the upper right corner of a comment opens a menu that lets you edit, delete, or get a link to your comment.

To see a list of all comments: Click the Open comment history icon (the speech balloon) at the upper right of the Sheets window, next to the “Share” button. A sidebar will open along the right side of the screen; it lists all the comment cards in your spreadsheet. When you click a comment on this list, the view of your spreadsheet in the main window will jump to the cell where the comment is located and open its comment card. You can reply to the comment in the Comments sidebar or in the comment card on the main spreadsheet.

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The Comments pane lets you quickly review all comments and jump to specific ones. (Click image to enlarge it.)

Resolved comments appear at the bottom of the Comments sidebar. Replying to a resolved discussion reopens it and restores it to the spreadsheet.

For more details about collaborating on your spreadsheet, including what it’s like to collaborate in real time, see “How to collaborate on a document” in our Google Drive guide.

Recover older versions of a spreadsheet

Mistakes happen, and you may want to undo changes to a spreadsheet. Fortunately, Google periodically saves backups of your spreadsheet, making it easy to revert to an earlier version.

Click File > Version history > See version history. This opens a panel on the right that shows a list of older versions of your spreadsheet.

To view an earlier version of your spreadsheet: Click the date for it in the list. That version of the spreadsheet will then appear in the main window.

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Viewing an earlier version of a spreadsheet with Version history. (Click image to enlarge it.)

To restore an earlier version so it replaces your current spreadsheet: Click the green Restore this version button at the top of the screen. The restored version will then appear at the top of the version history list.

To give an older version a unique name: Click on its date. You’ll be prompted to type in words to replace the date. (The date and time will then appear in smaller size underneath the new name.)

Download and export a spreadsheet

Google Sheets lets you download spreadsheets for use elsewhere. On the top menu, select File > Download as and choose a file format. You can save your spreadsheet to your PC as an Excel (.xlsx) file or in one of five other formats, such as .csv or PDF.

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Downloading a spreadsheet. (Click image to enlarge it.)

7 tips for working with Google Sheets

Now that you know the basics, try these intermediate tips.

Use the Google Sheets mobile app

With the exception of the Version history tool, the Google Sheets app (available for Android, iPhone, and iPad) has many of the same features described in this guide. You’re unlikely to want to do any heavy spreadsheet editing on a phone screen, but the mobile app is handy for making quick edits, as well as sharing and commenting on sheets.

Toolbars along the top and bottom of the screen let you add comments and new sheets to your spreadsheet. Tapping a cell brings up new top and bottom toolbars. The functions on these toolbars let you add columns or rows next to the cell, or edit the formula or text inside it.

Click the three-dot icon at the far right of the top toolbar to use the Explore tool or to share your spreadsheet with others. (See “Sharing a document from the Google Drive, Docs, Sheets, and Slides mobile apps” in our Google Drive guide.)

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Two views of the Google Sheets Android app. (Click image to enlarge it.)

Clean up your data

Google Sheets can help you check and edit the data consistency of your spreadsheet. On the menu bar at the top of the screen, click Data > Data cleanup > Cleanup suggestions. A sidebar will open to the right of the screen. This tool analyzes your spreadsheet and offers suggestions to improve its look and performance, such as adding formatting to numbers, deleting duplicate rows, fixing inconsistent data, and more. Try this out if you have an old, complex spreadsheet that could use a review and freshening up.

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Sheets can offer suggestions for cleaning up your spreadsheet.

If your spreadsheet has several sheet pages, or a single sheet that can’t be seen all at once in the main window, use the “Named ranges” tool to design it for easier navigating. To open this tool, click Data > Named ranges on the menu bar at the top of the screen. Or, toward the upper-left corner of your spreadsheet, click the down arrow and select Manage named ranges. This opens a “Named ranges” sidebar along the right of the screen.

With this sidebar open, click a cell or select a range of cells in your spreadsheet. Then, in the sidebar, click Add a range. Give this cell or range of cells a unique name. You can build a list of other named cells and cell ranges this way.

From then on, whenever you open this sidebar or click the down arrow at the upper left of your spreadsheet, you’ll be able to jump your view of the spreadsheet right to a cell or cell range that you named.

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Naming cells or ranges can help you find them fast later. (Click image to enlarge it.)

Get suggestions for a spreadsheet with the Explore tool

On the lower-right corner, click the Explore icon to open the panel for this tool. Explore analyzes your spreadsheet and helps you calculate answers to questions that you type in using natural language.

For example, say you have a spreadsheet that lists sales figures (denoted as “price” on your spreadsheet) made by a specific person (“Mary”). When you type “What’s the sum of price by Mary?” Explore should show you the total in sales that Mary made.

By default, Explore provides analysis and suggestions for the whole spreadsheet. You can adjust this by clicking Edit in the upper right of the Explore sidebar. Alternatively, you can select a range of cells that you want analyzed and then click the Explore button.

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The Explore feature helps answer questions about your data and suggests relevant charts, formulas, or pivot tables. (Click image to enlarge it.)

Explore may show you charts that illustrate the data in these cells, but it doesn’t always do so. This can depend on how the data within a range of cells you’ve selected relate to row and column headings (e.g., the names of salespeople and the items they’ve been selling). Explore may also suggest formulas and pivot tables for your spreadsheet.

You can drag a suggested chart or formula from the Explore panel onto your spreadsheet, or insert a pivot table into your spreadsheet by hovering the pointer over it and clicking the Insert pivot table button.

Add contacts to your spreadsheet

You can insert into a cell a mini profile card of a person in your Google contacts. Typing the @ symbol inside a cell will open a panel that lists a few suggested people in your contacts. Or, you can type the person’s name or their email address to pull them up from your contacts. Click the person’s name and it’ll be inserted into the cell.

(If you try to add someone doesn’t have access to the sheet, you’ll be notified and walked through the steps of inviting them.)

This is handy in scenarios where a particular person is in charge of one of the items being tracked in the spreadsheet, for example. When you hover the pointer over the cell with their name, a mini profile card for them will pop up. On it, you can click links to email this person, start a chat message or video call with them, or add them to an event on your calendar.

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Mini profile cards provide quick ways to contact someone right from a spreadsheet. (Click image to enlarge it.)

Present your spreadsheet in Google Meet

One way to solicit feedback on a spreadsheet is to present it during a Google Meet meeting. Toward the upper right of the screen, click the icon of a box with an up arrow inside it. From the panel that opens, click to enter a meeting that’s scheduled on your Google calendar today, or type/paste in the web link or code that you have for another meeting.

For more details about using Google Meet, including collaborating with it, see our Google Meet cheat sheet.

Use keyboard shortcuts

Save time in Sheets by using keyboard shortcuts for common tasks. Below are some of the most useful to know. For more, select Help > Keyboard shortcuts from the top menu when you have a spreadsheet open or press Ctrl + / (Windows, Chrome OS) or ⌘ + / (macOS).

Handy Google Sheets keyboard shortcuts

This article was originally published in August 2019 and updated in March 2022.