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This Seems Like Automation

About this Tutorial

4 formulas that make your sheets feel automated. Start with user-started actions, and get automated data flowing in other parts of your sheet.

Video Transcript

<div>00:01 So when we're creating sheets and we're adding some functions Explore the magic of functions that automate tasks in your spreadsheets. Opens in new tab and formulas to our sheets, sometimes we want to do something in the future, but we like know that we wanna do it.<br>00:11 And so we can set up some formulas and I've been doing recently a lot in spreadsheet Learn how spreadsheets can simplify your data management. Opens in new tab automation using app script Discover how to enhance your sheets with Google Apps Script. Opens in new tab using code.<br>00:19 But I wanted to go back to some formulas that I think feel like magic. They feel like automation.

They, they really seem like you're adding automation to your sheets.<br>00:28 Meaning that if you as a user or another person using your sheet, take some action or enter some data Understand how to manage and analyze your data effectively. Opens in new tab , something happens based on that action.<br>00:40 So as a result, like a, like an effect, right? An action and an effect.

Now we can do a lot of this in app script Discover how to enhance your sheets with Google Apps Script. Opens in new tab , but if you are uncomfortable with code, if you're uncomfortable diving into app script Discover how to enhance your sheets with Google Apps Script. Opens in new tab using on edit on open and these sort Find out how to sort your data for better organization. Opens in new tab of builtin functions Explore the magic of functions that automate tasks in your spreadsheets. Opens in new tab and you're sort Find out how to sort your data for better organization. Opens in new tab of not really convinced you want to learn to code, I wanna give you some interesting formulas and formula Get familiar with the syntax rules for writing formulas. Opens in new tab pairings that help you make essentially automation inside your sheets.<br>01:11 They will at least seem like automation or seem like magic sometimes.

First off is the if, and we're gonna go through all four of these if flatten Learn how to use the flatten function to organize your data. Opens in new tab , if error Understand common errors in Google Sheets and how to fix them. Opens in new tab filter Discover how to filter data for more focused analysis. Opens in new tab .<br>01:21 We're gonna talk about transpose and unique Learn how to extract unique values from your data sets. Opens in new tab one of my favorite types of things to do because it sort Find out how to sort your data for better organization. Opens in new tab of creates headers Understand the importance of headers in organizing your data. Opens in new tab .<br>01:27 If we're gonna create literally something out of nothing, flatten Learn how to use the flatten function to organize your data. Opens in new tab takes a bunch of like mangled data Understand how to manage and analyze your data effectively. Opens in new tab , turns it into a single array and we'll talk about that or column 'em.<br>01:37 And if error and filter is really cool because you can set up filters before you know someone's gonna fill it out.<br>01:43 And then as if like magic, their information is filtered once they sort of go to another page.

So we'll get into this, let's get into it.<br>01:52 Let's start off with the, if the simplest way I can show you this is if we create like a to-do list, our task list inside of sheets, and we have a checkbox Explore how checkboxes can enhance interactivity in your sheets. Opens in new tab here.<br>02:02 Coolest thing about checkbox Explore how checkboxes can enhance interactivity in your sheets. Opens in new tab is that they are a visual representation of the values Learn about different types of values you can use in formulas. Opens in new tab of true and false. We can create, in here we use equals if a logical expression Understand logical expressions for more dynamic formulas. Opens in new tab in our if formula Get familiar with the syntax rules for writing formulas. Opens in new tab needs to be something that ends up being true or false, but check boxes are true or false.<br>02:21 So we can just reference Discover how to reference cells and ranges in your formulas. Opens in new tab the checkbox Explore how checkboxes can enhance interactivity in your sheets. Opens in new tab A two.

Now, if the value is true, meaning it's checked off, it'll show something.<br>02:30 If it's false, it'll show something else. So one thing you can do in this particular case is say if it's true write some kind of like done like a a word and if it's false we can sort Find out how to sort your data for better organization. Opens in new tab of just say whatever, like task one here, whatever the task we're trying to do, what that allows us to do is when we hit this checkbox Explore how checkboxes can enhance interactivity in your sheets. Opens in new tab , this is done.<br>02:55 We can also conjure it from nothing. So We can write this all the way down.

We can also put all of these tasks on a separate tab and then reference Discover how to reference cells and ranges in your formulas. Opens in new tab their cell here instead of the word task one, we can reference Discover how to reference cells and ranges in your formulas. Opens in new tab a cell like B two here.<br>03:12 Now as we go down, we'll see these are done, so we can keep these b this be column on another tab if we really want to.<br>03:20 But we can see that this is done right, that changes our text just based on that, that action of checking off.<br>03:26 But we can also show things. So let's say we don't want to see task two through 10.

Basically we want, we don't wanna see the next task until we're done with one.<br>03:37 So what we can do is equals same thing a two, but in the true, actually we'll do task one, we'll leave as is for task two.<br>03:47 We'll do equals if our logical expression Understand logical expressions for more dynamic formulas. Opens in new tab is going to be the row above it, A two, and we're going to say if the value is true, show task two, if it's false, meaning there is no checkbox Explore how checkboxes can enhance interactivity in your sheets. Opens in new tab check mark we are gonna do nothing.<br>04:04 We're gonna leave this absolutely blank right after the comma.

We le don't do anything there and we're gonna hit enter.<br>04:10 Now when tasks one is done, check task two shows up. So we're going from some nothing to something. We're literally conjuring up here this task two based on the checkbox Explore how checkboxes can enhance interactivity in your sheets. Opens in new tab in on A two.<br>04:26 And we can do this all the way down again, we can, we don't have to write in a a, a, the string Learn about string manipulation in your spreadsheet formulas. Opens in new tab here, the words here, we can reference Discover how to reference cells and ranges in your formulas. Opens in new tab something else.<br>04:35 So we can reference Discover how to reference cells and ranges in your formulas. Opens in new tab say B two or B three, sorry here, and we can do this all the way down.<br>04:42 So now I copied it, there are formulas here, but it looks like there's nothing.

And as we go Task two, we're done, we show up task three, alright, click another one, we're done with that.<br>04:53 Task four shows up. This is a really cool way to really bring some automation in, right? Show the next task when the task is done, or some kind of approval steps.<br>05:02 You might be able to do some like fun quizzes in this, really some cool use cases here. That's if, and we, and we really conjure something up from nothing.<br>05:12 Something from nothing. Now flatten Learn how to use the flatten function to organize your data. Opens in new tab is a little less exciting.

I I will say let's create another tab and we have some, you know, task, maybe we're writing down our notes Explore how to add notes for better context in your sheets. Opens in new tab , but they're in like many different columns, right?<br>05:28 We have sort Find out how to sort your data for better organization. Opens in new tab of this data Understand how to manage and analyze your data effectively. Opens in new tab that's mangled up. We have task three here. We have task four, we have task five up here.<br>05:38 One of the interesting things is with Google Sheets is sometimes maybe not interesting, maybe some of, one of the heartbreaking things is we will use somebody else's data Understand how to manage and analyze your data effectively. Opens in new tab , right?<br>05:51 Somebody else will put something in a sheet and we have to analyze it.

We have to manage that data Understand how to manage and analyze your data effectively. Opens in new tab , we have to like figure out, wrangle it up, right?<br>05:59 Like a cowboy with some, some stray cows or some stray sheep have gotten out. And of course, if I wanted to put this all in list, I would do something like task one, task two.<br>06:11 I would just like look at these and write them somewhere else. And this is gonna take a while, but what I can do is equals flatten Learn how to use the flatten function to organize your data. Opens in new tab .<br>06:18 And what this will do is we'll take the whole range Understand how to define and use ranges in your formulas. Opens in new tab here and see now everything's in one column.

Now, there, there does include the blanks here, right?<br>06:28 Because sometimes our data Understand how to manage and analyze your data effectively. Opens in new tab is absolutely full. Like we have task two, task three, task four, five, task six, right? And if we do it like this, it will actually, if these are all in order vertically, but we're putting them all in one column, this will end up being actually it has to go across, sorry.<br>06:51 So you see here, task one, task four is across horizontal. Each row is getting the column and then it's adding them together all in one column.<br>07:03 This is really cool.

Again, if you have a whole bunch of mingled data Understand how to manage and analyze your data effectively. Opens in new tab , you would also want to have something like sort Find out how to sort your data for better organization. Opens in new tab , perhaps you can sort Find out how to sort your data for better organization. Opens in new tab this sheet you know, undo Learn how to undo changes in your spreadsheets effectively. Opens in new tab something like this.<br>07:15 You can also sort Find out how to sort your data for better organization. Opens in new tab that will help you. But this flatten Learn how to use the flatten function to organize your data. Opens in new tab is the key here. Flatten Learn how to use the flatten function to organize your data. Opens in new tab is gonna take a wide array of like ranges Discover how to work with multiple ranges in your formulas. Opens in new tab , right?<br>07:23 A, a two-dimensional array or range, right? Columns and rows, and it's gonna put it all in one place.

This is really cool because we don't have to put flatten Learn how to use the flatten function to organize your data. Opens in new tab in after the data Understand how to manage and analyze your data effectively. Opens in new tab comes in.<br>07:36 We can put flatten Learn how to use the flatten function to organize your data. Opens in new tab in a sheet or maybe on another tab and say, okay, here's three or four columns that you're gonna put any information you want here.<br>07:45 And then on this other tab, it's going to capture all of that and put it in one column.

Very, very useful for certain types of tasks or data Understand how to manage and analyze your data effectively. Opens in new tab entry when you're not really sure, like maybe you just wanna see a, a wide range Understand how to define and use ranges in your formulas. Opens in new tab of data Understand how to manage and analyze your data effectively. Opens in new tab here.<br>08:01 Very, very cool to add Flatten Learn how to use the flatten function to organize your data. Opens in new tab somewhere where Learn how to use query with where clauses for data filtering. Opens in new tab , you know, the data Understand how to manage and analyze your data effectively. Opens in new tab that's coming in is across many different rows and many different columns specifically.<br>08:11 All right, next one is a formula Get familiar with the syntax rules for writing formulas. Opens in new tab pair if error Understand common errors in Google Sheets and how to fix them. Opens in new tab and filter. Now what happens with filter, we'll do something like this.<br>08:21 We'll actually take our, we'll rename these. This is, if this is flatten and we'll add another one filter.

You might be familiar with filter Discover how to filter data for more focused analysis. Opens in new tab , but I wanna show you one extra thing you can do with if, if error Understand common errors in Google Sheets and how to fix them. Opens in new tab .<br>08:38 Basically task two, task three, maybe there's task four and we go equal and then we're like done. We'll write done here, done.<br>08:51 And then, and task done. We can do equals, sorry, equals filter Discover how to filter data for more focused analysis. Opens in new tab . We're gonna filter Discover how to filter data for more focused analysis. Opens in new tab out a column, but we're gonna say only ones in the A column that the B column is equal to done.<br>09:08 So we only wanna see the done ones, the done tasks, and we can neatly list done.

Now this is cool, right?<br>09:16 We can add this filter Discover how to filter data for more focused analysis. Opens in new tab in and now if we have a list of tasks, we can even increase however many are here.<br>09:24 As we get them done, we get a list here, we don't even have the spell done with the capital D.<br>09:29 If we get our tasks here, they will automatically show up in this filter Discover how to filter data for more focused analysis. Opens in new tab . That is if we use the filter Discover how to filter data for more focused analysis. Opens in new tab for the entire column Understand how to reference entire columns in your formulas. Opens in new tab , right here is the problem.<br>09:41 If we have no tasks done, if this filter Discover how to filter data for more focused analysis. Opens in new tab is empty, we're gonna get a an error Understand common errors in Google Sheets and how to fix them. Opens in new tab here.

And this is the error Understand common errors in Google Sheets and how to fix them. Opens in new tab is na, it means no matches are found.<br>09:52 So it's not really a, a real error Understand common errors in Google Sheets and how to fix them. Opens in new tab . I mean it is literally an error Understand common errors in Google Sheets and how to fix them. Opens in new tab in in that there are, there's nothing there.<br>09:58 It can't show anything, but it's not an error Understand common errors in Google Sheets and how to fix them. Opens in new tab because we're gonna fill in something. So you use, you can wrap Explore how to wrap text for better readability in your sheets. Opens in new tab if error Understand common errors in Google Sheets and how to fix them. Opens in new tab , you can use the formula Get familiar with the syntax rules for writing formulas. Opens in new tab if error Understand common errors in Google Sheets and how to fix them. Opens in new tab , wrap it around filter.<br>10:10 And instead of saying like some text here, like you can literally do nothing, you can just add that comma, hit enter and now it's blank.<br>10:23 So it doesn't show anything until somebody starts typing in. Done, right?

We're, we have these done tasks Duns, not dones, done.<br>10:33 Now that's pretty cool, right? We're we're, it's essentially conjuring a filtered list based on your list that you have here.<br>10:41 Like that's really cool. You don't have to show the filter Discover how to filter data for more focused analysis. Opens in new tab , you don't have to show an error Understand common errors in Google Sheets and how to fix them. Opens in new tab . You can do if error Understand common errors in Google Sheets and how to fix them. Opens in new tab .<br>10:47 I'll show you one extra thing if however you do in encounter other errors other than an A and you want to show that, see if error Understand common errors in Google Sheets and how to fix them. Opens in new tab is gonna happen no matter what the error Understand common errors in Google Sheets and how to fix them. Opens in new tab is.<br>11:00 But we actually know the actual error Understand common errors in Google Sheets and how to fix them. Opens in new tab is na. So you can do if n a here.

So if n a is essentially the exact same thing as if error Understand common errors in Google Sheets and how to fix them. Opens in new tab , but it will only do the, if it'll only cover the if n a error Understand common errors in Google Sheets and how to fix them. Opens in new tab .<br>11:17 And that's really cool because then if for some reason our filter Discover how to filter data for more focused analysis. Opens in new tab , we actually do have a problem with this syntax Get familiar with the syntax rules for writing formulas. Opens in new tab , if we have a problem with it here, it will show up and we'll see, okay, we have an error Understand common errors in Google Sheets and how to fix them. Opens in new tab , we have to fix that.<br>11:30 And so if na is sometimes better, if you're confident about your formula Get familiar with the syntax rules for writing formulas. Opens in new tab typing and your syntax Get familiar with the syntax rules for writing formulas. Opens in new tab , and I would always recommend doing it first without the if error Understand common errors in Google Sheets and how to fix them. Opens in new tab or the if na, just do filter alone, get the error and then put the wrapper on it.<br>11:51 That's what I would recommend.

Cool. Now, transpose and unique Learn how to extract unique values from your data sets. Opens in new tab , this is probably one of my funkiest and funniest flavors of formula Get familiar with the syntax rules for writing formulas. Opens in new tab pairings.<br>12:02 It's using transpose, which is a really fun weird &lt;laugh&gt; sort Find out how to sort your data for better organization. Opens in new tab of weird formula Get familiar with the syntax rules for writing formulas. Opens in new tab here. Let's retype that. Transpose better transpose.<br>12:16 All right, transpose what it does it do, it takes ta Let's do our task list again, task one, task two, let's create a little bit, few more.<br>12:27 And if we do equals transpose and we just take in B one B two to B six, what is it?<br>12:35 It puts everything horizontal. It literally just changes from a column to a row.

Well, if we have some kind of categories, let's say for these tasks, like there is home tasks, there is office tasks, there are, you know, baby, we have to take care of the baby for some of these tasks.<br>13:00 And we are like, we want to prioritize, let's say the baby stuff today. Like we're, we have a task list and we're like, here's our categories of what this task is, what this thing we need to do.<br>13:12 And we want to create what's sort Find out how to sort your data for better organization. Opens in new tab of like a combine Learn how to merge cells for a cleaner layout. Opens in new tab board or a Trello board. It might be where Learn how to use query with where clauses for data filtering. Opens in new tab we have home office and baby.<br>13:25 And we'll list underneath here.

We'll use our filter Discover how to filter data for more focused analysis. Opens in new tab . I actually have a whole nother video about this check out bond board or Trello board in, in Better sheets.<br>13:33 I have a whole nother video about this. We'll put a filter Discover how to filter data for more focused analysis. Opens in new tab down here, but this headers Understand the importance of headers in organizing your data. Opens in new tab here.&nbsp; What happens if we end up having like a different task, right?<br>13:44 We have a car task we add, we could programmatically or automatically add that to this header Understand the role of headers in organizing your spreadsheet data. Opens in new tab list.

And that's how we use we use Unique Learn how to extract unique values from your data sets. Opens in new tab and Transpose.<br>13:56 What Unique Learn how to extract unique values from your data sets. Opens in new tab does is we'll take all the unique Learn how to extract unique values from your data sets. Opens in new tab of a column here is all of our unique Learn how to extract unique values from your data sets. Opens in new tab , now, if the car didn't exist, it would only show home Office baby.<br>14:06 But if we add Car, this unique Learn how to extract unique values from your data sets. Opens in new tab formula Get familiar with the syntax rules for writing formulas. Opens in new tab is automatically bringing in the car. So this is a list, right? But we want it as headers Understand the importance of headers in organizing your data. Opens in new tab .<br>14:18 You might be yelling the answer to me right now. You might be like, it's transpose cuz I just showed that to you, right?<br>14:24 So what we can do with our unique Learn how to extract unique values from your data sets. Opens in new tab is wrap it with Transpose and let's see what happens there.

And now suddenly we have all of our headers Understand the importance of headers in organizing your data. Opens in new tab in exactly the way we want them in, specifically in the order that they are vertically, they will be uniquely as our headers Understand the importance of headers in organizing your data. Opens in new tab .<br>14:47 And all we're doing is taking transpose and wrapping that around the unique Learn how to extract unique values from your data sets. Opens in new tab formula Get familiar with the syntax rules for writing formulas. Opens in new tab . This is really cool. Now, again, if you want to check out the actual combo board video, go check that out.<br>14:56 Better at Better Sheets. I have a whole video about using Filter Discover how to filter data for more focused analysis. Opens in new tab here and this particular Formula Get familiar with the syntax rules for writing formulas. Opens in new tab pair.

But this one was supposed to show you automation esque kind of things.<br>15:07 Bring a little bit more automation to your sheets without knowing App Script Discover how to enhance your sheets with Google Apps Script. Opens in new tab . Again if you are not confident about App Script Discover how to enhance your sheets with Google Apps Script. Opens in new tab or you're interested in App Script Discover how to enhance your sheets with Google Apps Script. Opens in new tab and actually automating your sheets, I just released spreadsheet Learn how spreadsheets can simplify your data management. Opens in new tab Automation 1 0 1.<br>15:22 And I think if you're watching this video I'll, I'll be putting this video actually part of that course there's 29 modules already.<br>15:31 It's just less than three hours.

With this video, we're gonna hit over three hours of content over at spreadsheet Learn how spreadsheets can simplify your data management. Opens in new tab Automation 1 0 1.<br>15:39 Check it out. It's available right now on Better sheets.co. If you're a member, if you're a Lifetime member, you have automatic access to it.<br>15:46 But also, if you're not a member and you're watching this say on YouTube, go check out spreadsheet Learn how spreadsheets can simplify your data management. Opens in new tab automation 1 0 1 and on Udemy, it's available on Udemy.<br>15:54 Thanks for watching. Bye.</div>

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