How to create a basic spreadsheet
PURPOSE
A basic spreadsheet helps organize, calculate, sort, and review information in rows and columns.
START WITH STRUCTURE
Use the first row for clear column headers. Put one record per row and one type of information per column.
COMMON COLUMNS
Examples include date, name, description, category, status, owner, amount, due date, and notes.
BEST PRACTICES
Avoid merged cells in data tables, keep headings consistent, and use simple formatting so the sheet remains easy to sort and filter.
SAVE EARLY
Give the file a clear name and save it in the correct location before entering important data.