Google Spreadsheet Feature Guide

Overview

The Google Spreadsheet feature allows you to create, manage, and share spreadsheets based on predefined templates. This guide will walk you through how to use this powerful functionality effectively.

Templates

Templates are predefined spreadsheet structures that serve as the foundation for your Google Spreadsheets. They contain:
- Predefined settings
- Sheet configurations
- Automated reports
- Scheduled data updates

Viewing Templates

Navigate to the Google Spreadsheet Templates section in the sidebar.
You'll see a list of available templates with their names, descriptions, and versions.
Each template displays:
- Name: The template identifier
- Description: A brief explanation of the template's purpose
- Version: The current version number (e.g., v0.0.1)

Template Details

To view detailed information about a template:

Click on a template name in the list.
The template detail page shows:
- Basic Information: Name, version, and description
- Settings: Configuration options that users can modify
- Sheets: The structure of spreadsheet tabs with their types and descriptions

Creating Spreadsheets from Templates

There are two ways to create a new spreadsheet from a template:

Method 1: From Templates List

Go to Google Spreadsheet Templates
Find the template you want to use
Click the Clone icon (copy icon) next to the template
Fill in the required information:
- Spreadsheet Name: A descriptive name for your spreadsheet
- Email Addresses: Email addresses of users who should have access to the spreadsheet
Click Clone

Method 2: From Template Detail

Navigate to the template detail page
Click Clone Template button
Fill in the required information as described above
Click Clone

Managing Your Spreadsheets

Viewing Your Spreadsheets

Go to Google Spreadsheet Files in the sidebar
You'll see a list of all your created spreadsheets with:
- Name: The name of the spreadsheet
- Version: The template version used
- File URL: Link to the actual Google Spreadsheet
- Actions: Options to view details

Spreadsheet Details

When you click on a spreadsheet name or the view icon, you'll see the detailed view with:

Basic Information:
- Template used
- Version
- Merchant ID (if applicable)

Settings:
- Configuration options specific to this spreadsheet
- These settings control how data is processed and displayed

Shared Access:
- List of emails that have access to this spreadsheet
- You can manage who has access to your spreadsheet

Scheduled Reports:
- Automated reports configured in the spreadsheet
- Preview of report data
- Information on update schedules

Editing Spreadsheet Settings

On the spreadsheet detail page, click the Edit button
You can modify:
- The spreadsheet name
- Email addresses for sharing
- Custom settings values
Click Save to apply your changes or Cancel to discard them

Opening the Google Spreadsheet

From any spreadsheet detail page, click the Open Spreadsheet button to access the actual Google Spreadsheet in a new tab.

Understanding Sheet Types

Templates can contain different types of sheets:

Report Sheets: Automatically populated with data from your system
- These sheets have schedules for data updates (daily, weekly, etc.)
- Data is refreshed according to the configured schedule

Input Sheets: Designed for manual data entry
- These sheets may have predefined structures for consistent data input

Best Practices

Use Descriptive Names: When creating a spreadsheet, use a name that clearly identifies its purpose
Share Wisely: Only share spreadsheets with team members who need access
Check Update Schedules: Be aware of when your data will refresh
Review Template Documentation: Each template has a specific purpose - make sure it fits your needs

Troubleshooting

If you encounter issues:

- Spreadsheet Not Updating: Check the status of the spreadsheet in the detail view
- Access Issues: Verify the email addresses in the shared access section
- Data Discrepancies: Review the settings to ensure proper configuration

For additional help, contact your system administrator.

Updated on: 11/03/2025