All posts tagged: Add-On

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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Build your monthly sales budget the easier way with Sheet Consolidation

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Emil has a small but thriving business made up of T-shirt kiosks located in malls spread all over the country. The young entrepreneur makes a monthly sales budget, which he does with the help of three department heads, each one in charge of eight kiosks. Up until now, they’ve done it the regular way, with spreadsheets emailed back and forth.

Emil, who likes craft beer and HBO in his downtime, is a great fan of work made easier though, so we’re sure he will love using Sheet Consolidation. It’s an add-on that we at wizy.io have developed. It works with Google Sheets, and is meant to securely collect and consolidate spreadsheet information from different sources in an organization.

Screen Shot 2015-07-03 at 03.22.32So what does Emil do? First he will build a hierarchy, the way he would like the sales information to flow. That will look like the image on the left, piles that you can drag and drop to arrange them. In Emil’s case, the hierarchy is pretty simple – three department heads on top, each with eight kiosks underneath.

Using his own template on a spreadsheet or one of the templates we provide, Emil will open the Sheet Consolidation add-on, and launch the process. The department heads and kiosk managers will each get a copy of the spreadsheet. They fill up the parts required, then validate the information through their own Sheet Consolidation add-on. They send this on up in the organization, with a short note if Screen Shot 2015-07-01 at 12.04.37 AMthey want (“All done, boss. The new red shirts will sell like crazy!”). When the department heads have accomplished their own spreadsheets, Emil only has to click on Consolidate and he gets the monthly sales budget he needs. What once took a couple days of work can be done in an afternoon – waiting times included.

It’s work done easier, we told you.

Next step? Try Sheet Consolidation for free by clicking here.

Apol MassebieauBuild your monthly sales budget the easier way with Sheet Consolidation
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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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