All posts tagged: Google Sheets

With Data Merge, make and send training programs in a flash

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Karen is an accomplished triathlete who has transformed her passion for sports into a business training children in running, cycling and swimming. She caters to different age groups, from seven-year-olds to teens, so her training programs have to be personalized.

Screen Shot 2015-07-03 at 10.45.31Always looking for the most efficient way to get things done, Karen will appreciate Data Merge. It’s an add-on that works with Google Docs and Google Sheets, that lets the user create documents with individualized details taken from information listed on a spreadsheet.

Karen will make a template document, similar to the image at left.

Then with the Data Merge add-on, she will link it to her spreadsheet. (See image below.)

She can choose to have her docs as PDF files, and she can even send these out as emails to her customers’ parents. That’s it! She’s on her way to helping a new batch of young athletes conquer the Ironman.

Screen Shot 2015-07-07 at 09.26.26

Get your free Data Merge add-on here.

Or learn more about Data Merge: Schedule a demo by clicking here.

You can also use Data Merge for:

  • Thank-you letters
  • Monthly employee reporting
  • Events invitations
  • Monthly customer invoicing
  • Classroom evaluation reports
Apol MassebieauWith Data Merge, make and send training programs in a flash
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Version Freeze brings the Save As and Restore functions of Excel to Google Sheets

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We all agree that cloud collaboration is an exciting development that does wonders for productivity, but when working on a shared spreadsheet, don’t we occasionally miss the days when we could press Save As as we used to do with Excel? We do sometimes want the security of keeping a copy of the shared document in our own work folder.

For examplVersion Freeze 1.2e, Joe was asked by his boss Tom to fill out column B in the inventory spreadsheet of their sales department. Joe, being a meticulous kind of guy, does just that, but wants to keep his own copy of the spreadsheet when he is done. Like we said, Joe is meticulous.

He can, of course, go to File, make a copy, rename the copy, then drag the copy from My Drive to the folder he wants to store it in. But meticulous Joe is also a busy guy. He has sales to make, a quota to meet.

This is where Version Freeze comes in. It’s a Google Sheet add-on that we at wizy.io just rolled out on the Add-On Marketplace. It brings the Save As function back, and does it fast.

As soon as Joe is done with his inventory, he can make a copy of the spreadsheet – named exactly as he wants it named – right in the Drive folder he wants it to go. Joe’s Work Folder, in this case (see image on the left).

Version Freeze 1.4

Later on, if for example Tom wants the inventory reviewed, Joe doesn’t have to lose time searching in his Drive to find the saved sheet. He goes to the shared spreadsheet, then turns again to Version Freeze to restore the spreadsheet he had saved in Joe’s Work Folder.
A simple solution to help you work smarter and faster, right? That’s what wizy.io is all about.

Apol MassebieauVersion Freeze brings the Save As and Restore functions of Excel to Google Sheets
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