How to Spreadsheet

Best practices for building an analysis in a spreadsheet – for novices and pros.

Starting from a blank spreadsheet can be daunting. Especially if you're not an analyst by background. Not to worry. This guide is built for people looking to learn how to build powerful spreadsheet analyses, no matter their level of experience. It covers:

  1. Organizing workbooks for analysis
  2. Preparing data for analysis
  3. Building and sharing analyses


Build as you go

If you'd like to apply the practices in this guide as they are covered, you can copy and paste the contents of this example Equals workbook into a spreadsheet of your choice.

Note, to copy formulas you'll need to copy the contents directly from the formula bar as copying cells will only copy their values and not any underlying formulas producing them.