- Видео 44
- Просмотров 201 367
Bloomfield Analysis
Добавлен 17 ноя 2022
Bloomfield Analysis was founded in 2013, by Sarah Bloomfield, who has 20 years analytical experience. After serving the corporate world for the last decade, we now want to support small businesses and charities by providing free training and tools to automate that admin, boost productivity and give some time back to enjoy the important things in life - like watching the bees buzz by.
Free templates can be downloaded at bloomfieldanalysis.com/sting
No time to learn? Buy a ready made template designed for your business size: bloomfieldanalysis.etsy.com
Check out the website or contact us directly to discuss creating bespoke solutions.
Efficiency is Fun! :)
Free templates can be downloaded at bloomfieldanalysis.com/sting
No time to learn? Buy a ready made template designed for your business size: bloomfieldanalysis.etsy.com
Check out the website or contact us directly to discuss creating bespoke solutions.
Efficiency is Fun! :)
Automatically calculate tax and sales summaries Google Sheets / Excel
📊 Summarise your sales by quarter, so you can send off that tax return in record time.
📦 See what products are selling, in terms of quantity and revenue.
🌟 Find your top customers and when they last ordered.
🔄 Everything updates automatically with simple formulae!
Too much of a busy bee and want a ready made automated template? Check out our Etsy store: www.etsy.com/shop/bloomfieldanalysis/
Includes sales summaries and more!
00:40 Invoice information
3:21 Tax Summary
7:21 Calculating the Quarter
13:11 Sales Summary (Items)
16:56 Sales Summary (Customers)
19:22 Formatting
📦 See what products are selling, in terms of quantity and revenue.
🌟 Find your top customers and when they last ordered.
🔄 Everything updates automatically with simple formulae!
Too much of a busy bee and want a ready made automated template? Check out our Etsy store: www.etsy.com/shop/bloomfieldanalysis/
Includes sales summaries and more!
00:40 Invoice information
3:21 Tax Summary
7:21 Calculating the Quarter
13:11 Sales Summary (Items)
16:56 Sales Summary (Customers)
19:22 Formatting
Просмотров: 14
Видео
Create a Simple Party Planner (10 minutes!) Google Sheets / Excel
Просмотров 121Месяц назад
Go to Bloomfieldanalysis.com/sting for FREE templates! Create a simple party planner, track tasks, manage invitation and guests, split costs, all in just over 10 minutes.
How to Create Unique Invoice Numbers in Google Sheets / Excel
Просмотров 3,4 тыс.7 месяцев назад
Go to Bloomfieldanalysis.com/sting for FREE templates! Whether you’re a small business owner, freelancer, or managing finances for a larger organisation, having unique invoice numbers is crucial for maintaining clear records, ensuring timely payments, and avoiding any client mix-ups. 🚀 In This Tutorial, You’ll Learn: Step-by-Step Instructions: Follow along as I guide you through creating simple...
Is it still worth investing in property? Use our property investment tool to find out !
Просмотров 17110 месяцев назад
Is it still worth investing in property? Use our property investment tool to find out !
Meal Planner to Grocery/ Shopping list | Google Sheets | FREE DOWNLOAD
Просмотров 1,7 тыс.Год назад
Meal Planner to Grocery/ Shopping list | Google Sheets | FREE DOWNLOAD
How to | Bulk send invoice reminders | Personalise emails | Apps Script | Gmail | Google sheets
Просмотров 1,3 тыс.Год назад
How to | Bulk send invoice reminders | Personalise emails | Apps Script | Gmail | Google sheets
Go from Quote to Invoice in 1 click | How to | Google Sheets | No Apps Script or Coding
Просмотров 6 тыс.Год назад
Go from Quote to Invoice in 1 click | How to | Google Sheets | No Apps Script or Coding
How to | Automate | Printing Multiple Invoices | Google Sheets to PDF | Apps Script
Просмотров 10 тыс.Год назад
How to | Automate | Printing Multiple Invoices | Google Sheets to PDF | Apps Script
How to | Extend dropdowns | For multiple items in invoice
Просмотров 364Год назад
How to | Extend dropdowns | For multiple items in invoice
How to | Change date format when date not recognised | US to UK dates | MDY to DMY
Просмотров 154Год назад
How to | Change date format when date not recognised | US to UK dates | MDY to DMY
How to | Create an automated Leaderboard | Google Sheets / Forms
Просмотров 19 тыс.Год назад
How to | Create an automated Leaderboard | Google Sheets / Forms
Create a | Automated | Double Dropdown [Dependent] Price List | Google Sheets / Excel
Просмотров 11 тыс.Год назад
Create a | Automated | Double Dropdown [Dependent] Price List | Google Sheets / Excel
How to | Create a Dropdown Price List | Google Sheets / Excel
Просмотров 40 тыс.Год назад
How to | Create a Dropdown Price List | Google Sheets / Excel
How to | Create an automated Invoice | Google Sheets / Excel
Просмотров 88 тыс.Год назад
How to | Create an automated Invoice | Google Sheets / Excel
How to | Daily to Weekly | Timeline / Gantt | Google Sheets / Excel
Просмотров 2,1 тыс.Год назад
How to | Daily to Weekly | Timeline / Gantt | Google Sheets / Excel
How to | Highlight TODAY! | Timeline / Gantt | Google Sheets / Excel
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How to | Highlight TODAY! | Timeline / Gantt | Google Sheets / Excel
How to | Create a Timeline | Part 2 of 3 | Free template | Google Sheets
Просмотров 177Год назад
How to | Create a Timeline | Part 2 of 3 | Free template | Google Sheets
How to | Create a Timeline / Gantt / Planner | Free template | Google Sheets
Просмотров 7682 года назад
How to | Create a Timeline / Gantt / Planner | Free template | Google Sheets
Demo | Create a Timeline | Free template | Google Sheets
Просмотров 812 года назад
Demo | Create a Timeline | Free template | Google Sheets
How to | Link your data to the Job Sheet | Free template | Google Sheets
Просмотров 3002 года назад
How to | Link your data to the Job Sheet | Free template | Google Sheets
How to | Create a Signature Box | Free template | Google Sheets
Просмотров 5192 года назад
How to | Create a Signature Box | Free template | Google Sheets
How to | Personalise | Free template | Google Sheets
Просмотров 862 года назад
How to | Personalise | Free template | Google Sheets
Demo | Add a Signature | Free template | Google Sheets
Просмотров 1462 года назад
Demo | Add a Signature | Free template | Google Sheets
How to | Schedule Jobs | Free template | Google Sheets
Просмотров 3792 года назад
How to | Schedule Jobs | Free template | Google Sheets
How To | Automate Job Sheets and Quotes | Full Tutorial
Просмотров 2362 года назад
How To | Automate Job Sheets and Quotes | Full Tutorial
Demo | Job Sheet and Quote Automation
Просмотров 1502 года назад
Demo | Job Sheet and Quote Automation
I need someone to create sports leader boards for my group of heart patient athletes at CARDIAC ATHLETES ... please.
Hello! My mum was a cardiac technician ! (also renamed to multiple other things, but she did Echos and ECGs :) ) Happy to help, email or book a 15min call here: calendly.com/bloomfield-analysis/training-branding-intro
I am not able to find the code even after subscribing. I just got a mail with some links, but it does not have a link to Apps script code, pls help 🙏
Hello! Sorry for slow reply! The apps script is within the google sheet, so you need to open the link to make a copy of the printing invoice google sheet ("📄 Template for Printing Multiple Invoices: Make a Copy") It should warn you it contains apps script, to be safe you can open the apps script to look at it, or ignore the warning, click on unsafe, then when the google sheet opens go to the appscript
Automating invoices with tools like Google Sheets or Excel can save so much time. For even more convenience and a professional touch, I’ve found platforms like InvoiceBerry incredibly helpful in managing and sending invoices effortlessly.
what to do if i allow multiple selections?
I think this is what you want: ruclips.net/video/OADE34B56hM/видео.html
Thank you, this has been really helpful :)
Great to hear - Thank you!
You wast your time unnessoary formula, we can do the whole process in just formula , we can use filter at will show the correct result
Theres always multiple ways to do things, I'm glad you found the best way for you! Filter can be a good formula to use, I do use it in some videos, I can't remember which off the top of my head tho!
Eager to do this, however audio is very low compared to your other videos and even though all my volumes are up... hope it can be mended. thank you
Thank you so much for the feedback, i didn't realise, good to know as I thought this video should be doing a bit better, I shall look into amending!
pricelist function seems to be gone from google sheets now. which do you suggest to use instead? thanks!
Sorry, I'm not sure what you mean! There isn't a price list function in google sheets to my knowledge. Try downloading the template that goes with the video (bloomfieldanalysis.com/sting), or let me know what sheet & cell you are referring to and I can look at the formula, thanks!
This is such a helpful tool, thank you for this. I have liked, subscribed and shared 🤗
Aw, thank you so much ! Really glad this video is getting traction as it sounds like those that find it - do like it, and it really does motivate me to do more!
Download Free Templates at bloomfieldanalysis.com/sting
Thank you, very helpful. Is there a way to add ingredient quantities? Also I can't get the last list (other) to show on the condensed list. I would be very interested to see how you made it. Thanks
Glad its helpful! The best place to add quantities would be in the ingredients tab, I would add 2 new columns, one for the quantity value (1, 10, etc), the other for the metric - tin, litres, ml, etc. In the DinnerList tab, I would then add a sumifs to sum up how much is needed of each ingredient, maybe replacing the checkboxes as otherwise it could get too busy. My only question/thought would be how to adjust this if you already have some in your house? Hope that helps! And, yes, I do need to do a How To video at some point :) you are the second person to ask in the last two weeks, so thats brilliant people are watching and want to know more!
Thanks I'll try that. Looking forward to the how to video
Give me this sheet
You just need to head over to the website bloomfieldanalysis.com/sting put in your email and you will be sent all the free templates - enjoy !
Thank you so much for your help ! This video helped me do exactly what I needed. you are really amazing job thanks sister
You are so welcome!
I've downloaded and trying to add another item to the price list with the same description (1kg) but I need it as a different price as to the "honey 1kg £25.00. Is there a way to have the same description but for it to come out as different price. Any help would be great. As when i input into the item sheet it will come up with honey price Thanks
Yes, you need to add another column that combines the two, e.g. if in C1, type =A1&" "&B1 - this will be value in column A then add a space (in quotations), then adds whats in B1. You'll then obviously need to look up this new column. This video has more about the "&", so might be useful: ruclips.net/video/b5aU54dL1ho/видео.html
@@bloomfieldanalysis Where do I need to put the formula in the pricelist page? That's where I tried but it didn't work. It just copied the price and the weight so I ended up with 8 1kg in the column D. Would the formula need to change on the items sheet column E? Sorry Very confused
Share your copy with me and I can make the change quick, view only will do and I can make a copy, Bloomfield.analysis@gmail
What a fantastic way to utilise google sheets. I had an idea to create my own and that led me to the you tube video. I have been using your sheet for a few weeks and have made a few edits which have stopped it functioning. Back to the original and starting again, being more careful with the editing. It would be great if you do a video on how you put this together.
I'm so glad its been useful! And good to learn too :) I would like to do a how-to video, I think there is a lot of potential with this one, with things like quantities and calories. I haven't got many views at the moment, I think because there is a lot of other meal planners out there, but it is steadily growing. Comments, and subscribes really help, so thank you very much, appreciate the support, and hope to provide another video/google sheet that you like soon !
Very understandable and easy to follow, which is definitely not what i expect from an excel tutorial, haha! Thanks a bunch
haha, thank you, appreciate it, and definitely know what you mean :D
HI Thanks so much for the videos! I thought I had it all set up correctly but I'm getting the following error when I hit either select invoices or print all invoices "Exception: Cannot retrieve the next object: iterator has reached the end." appreciate any help!
Hmm... does it work if you just put one invoice number in?
@@bloomfieldanalysis no sadly I get the same message.
check the name of the folder in your google drive, or access to it. This line: var downloadsFolder = DriveApp.getRootFolder().getFoldersByName('pdf_invoices').next(); Also - Chat GPT can be really helpful for debugging code. Copy and paste the code with your amendments and it might spot something! It could be something tiny a human would find hard to find like a missing or extra bracket. You can also try downloading again and making changes. Good luck - hope you find the issue
@@bloomfieldanalysis it was the name of the folder!!! Thank you SO much! this is so incredibly helpful!
@@tinastriebel8100 Brilliant! Glad to be of help 🐝
I was here for the "printing" part. But sadly, i found out it was just a clickbait. You only guide upto pdf creation. Sad indeed. I needed to automate printing to reduce manual efforts.
I'm very sorry to hear that, I thought it was clear that it was "print to PDF" - it does say "Printing PDF invoices" on the thumbnail, the picture also shows PDF files, and the description says "Google Sheets to PDF". I think you'll struggle to code printing directly to the printer, it will likely to depend on the printer, its setup and numerous other factors. And will always be manual to have printed paper versions. You can automate printing to PDF and emailing out. Thank you for your feedback. Good luck finding what you are searching for. If you do find it, maybe post on here so others can also find it in case they are also looking for the same thing.
How would I create a column of ranks that updates when I add new data to its range? What I have is a sheet where I have put various trucks I am interested in buying and the criteria that I am judging the trucks on. I want to rank them based on a column of numbers. I can manually write the rank formula and copy that formula into each cell of the rank column. There will be more trucks listed for sale as time goes on and I want to be able to add them to the ranking system, but I don't want to have to have manually update each and every cell of the rank column to include the new larger range of data. If the data range in the formula is C2:C9 and I add a new truck to the sheet then I want it to automatically update all of those rank cells to include the new truck by updating to C2:C10. Is there a way to do that?
Hello! Yes, just get rid of the 10, So C2:C then it will look up to the end :)
(in google sheets, excel isn't as clever, so just pick a large range and go to 1000 or something)
@@bloomfieldanalysis Ah, good to know. Thank you!
Can i hire you to add this capability to my existing Google sheet?
Hi! Yes, I am sure I can help, email me at sarah@bloomfieldanalysis dot com (hiding email from bots).
Can we use multiple data database sheets ? And how
You mean multiple sheets (tabs) within one spreadsheet (file), or multiple spreadsheets (files?) , or databases held in something other than google sheets? The first (multiple tabs) should be easy, but might be easier if you put them on one combined tab. The second (multiple google files) is much easier in excel! where you can just use the = and click on the other spreadsheet! In google sheets you want to use the "importRange" function. Then bring ALL the data into the one place. Otherwise if you want to do any kind of formula you need to use importRange in every formula which is super hard! To use importRange click in cell A1 in an empty sheet, write =ImportRange("full URL of other spreadsheet, include speechmarks!","Tab Name and Range, again with quotations") example =ImportRange("docs.google.com/spreadsheets/d/abcd123/","Sheet1!A1:Z100") You may need to grant access first time. If the databases are in another file type, you'll need to provide more info Hope that helps :)
Dont know why but my Spreadsheets wants a ; instead of comma. Has there something changed or? Keep getting errors when trying your formats
oooh, it thinks you are european, where are you based? You should be able to change your location in settings to UK or US, where commas are the norm :)
Can you be hired to create similar functionality to this in my existing Google sheet?
Hi @bob.bobman, I am a junior software engineer and have a years experience in google appscript I can help you out
do you have number i can contact you on
@@Hamza-pd6oq send me a link to your LinkedIn or similar so I can verify your identity and credentials please.
@@Hamza-pd6oq to be clear I need automated reports generated from my existing data table and have them saved to a user specified Google drive folder, if the door agent exist it should create it. Also have auto generated emails to a different recipient for each report originating from my Google email.
@@bob.bobman cool I can have a look for you
How can I do to handle several products in one invoice? Thanks!
Hello! Sorry for slow reply, try this video ruclips.net/video/OADE34B56hM/видео.html :)
You've shown for a single item but what will it be for multiple items??? btw, Thanks a lot.
Try this video :) ruclips.net/video/OADE34B56hM/видео.html
Hi. Tryed watching this to build step-counter. Case: We have this challenge in our family in who can get the most steps in whole September month. They will registrer with name, date and steps each day thru the form. How can I make a leaderboard which count all the steps thru the month for each person? :)
@adventuregutta Love the challenge and the use for the leaderboard ! I suppose the main difference is you want to use a number rather than a category. So when in google forms you need to select short answer rather than dropdown. The bit that will probably be tricky is getting google sheets to recognise its a number, which will be really hard if people write things liks 2,200 steps - the words steps and the comma could stop google sheets seeing their input as a number, and will not let you add them up. But as its family shouldn't be too hard to control this with clear instructions! Then should be able to sumif per person. Will require a bit of testing though. If you are still struggling, i'd go back to dropdown/categories similar to the drum leaderboard and give points depending on steps (1-2000 steps = 1 pt, 2001-5000, 2pts, etc). There is also the app "WeWard" which will add up your steps, and you can add family as friends to track and it will give you a scoreboard, with filter "this month". You can also collect points on here and redeem for yourself or charity.
wow this is super cool thank you!! (newsub) cheers, kai
YaY! Great, so glad uit was useful, thanks for the sub :)
Hello. Is there any way to automatically download all invoices at once instead of switching manually and downloading one by one? If so this would be super awesome because I have almost 200 invoices to download lol
Nevermind I've just found the video where you explain it. Incredibly helpfull information. Thank you so much
great - glad you found it ! sorry for slow response 😊
You saved me so much time! It was very easy to follow your instructions. Thank you for posting this!!
Yay! 😊 Good to hear 🐝
can you show how to automatically add the other items in the invoice from the database?
Have you looked at the main videos on RUclips.com/@BloomfieldAnalysis ? I struggled to fit everything in the shorts - both screen size and 1min limit !
This was a great addition to the drop down video. Thank you!!!
Brill! Glad it was useful! :)
I tried adding a Value to the database and then linking the total from the invoice to the data base so i could see the value of the invoice. It failed, any idea why? =INDEX(Invoice!F28,MATCH(Invoice!F12,A:A,0))
unfortunately thats not going to work, you are indexing just one value 'Invoice F28'. When using index you are looking for something in a table (row or column) then then finding the specific value with match. If you only want the value in Invoice F28, then a single = will do that. But I dont think thats what you want. If I'm understanding you correctly, you want the total in your database column, for every invoice, not just the one selected on the invoice tab? Unfortunately, you can only see the total when you've selected the invoice number. So you can't read them all at once. The best thing to do is to calculate the total in the database, rather than in the invoice. Or, you can create apps script that runs through all the invoice numbers and adds their total to the right column. You dont want to manually copy and paste them over! I can have a think and a play, to see if theres a way to do this quickly... Am I understanding what you want tho?
@@bloomfieldanalysis Wow thank you! Yes that is exactly it. Then I could hand a list of the database to my book keeper when tax time comes if the value of the invoice is included.
@@user-dm4vs7bx2e Definitely something I was thinking of too! I can feel another video coming 😊🐝
I am following along, and as a newb when you paste in the entire items section at 2:18. I have no idea how to properly input the amounts.
Hi @pintorthepintor3964 ! Yes, sorry, that was a bit quick that part, I copied and pasted from a list I made earlier, copy (Ctrl+c) and paste (Ctrl+v). If you are creating your own list it will take longer if you dont already have a price list. One watch out - make sure you enter just the value, not the currency, as sometimes this will be seen as text rather than a value, and it wont let you do calcs from it! Hope that helps.
THANK YOU THANK YOU THANK YOU!!!!!!!!!!!!!!!!!!!!!!!!!!
Haha! My pleasure 😊
Thank you for this tutorial it really helped me understand
Great to hear - thank you!
this is pure gold, thank you so much, you reminded of my childhood wholesome teaching shows on tv, thank you
Haha, thank you! Thats kind of the style I was going for :D
This was so helpful! However I need some guidance. When I try to add the ranks into the leaderboard tab by dragging the formula thats in the points column over it adds it in but doesn't put it in order is there a reason why its doing that?
Glad its helpful, sorry for slow reply, its difficult to say what the issue without seeing it. On the main calc tab, you should have Rank (which includes ties, e.g. 2 people can be at 3). Then position, which avoids ties, so 1 to the number of people (N). Then on the leaderboard tab you can type 1-N. Then to match the person to the position, XLookuo is probably the easiest formula to use. If you still need help, feel free to share with me, or send a copy over. bloomfield.analysis at gmail.com
@@bloomfieldanalysis I think I figured it out! Thank you!
This helps my team out SO much. thank you!
So glad to hear it !
Boss man lol. Great video. Thank you
Thanks :D !
How can I add multiple product item on single invoice ???
@SkyGateFurniture Watch this video: ruclips.net/video/OADE34B56hM/видео.html Or go to bloomfieldanalysis.com/sting to download the example : "Invoice Template with Double Dropdown Price Lists and Items Tab", by downloading you will also be subscribed to our newsletter
if i got two invoice and two desciption in one day?
Then adding the row number will make it unique :)
thanks, by the way, how to create dropdown changing currency list.. for example a dropdown that change a cell from value $400 to 400% and otherwise ??
Hmmm... thats difficult because its more a format change than the underlying value you want to change. Well, in your example above, both the format and the value would need to be divided by 100. It is possible through apps script but I feel that would be overcomplicating. Whats the reason for it? A discount can be a value or a %? If so, I would have both options available, then hide whichever is unnecessary. Hiding can be by formatting (so white text on white backgound) when not relevant. I think you can achieve the result you want but just not how you wanted to originally.
Hi, I've got this working, I also have a separate workbook with just my invoice in it so I can produce a PDF version from my phone on the go, is there a way of referencing the data using the IMPORTRANGE function? I've tried it but can't seem to work out what I need exactly... TIA
Hi @ibz844 You should be able to get anything in the spreadsheet to another using IMPORTRANGE, not sure why it wouldn't be working... maybe the sheet id? or making sure you have verified access through the importrange - google are getting more fussy about access... although if you own both spreadsheets it seems overkill! Why do you need a separate version? You should be able to access on your phone using the google sheets app, and to cheat, I would probably screenshot the invoice page, and crop it, to send on the go. And make sure invoice number is on a dropdown. But that might not be what you want?
@@bloomfieldanalysis Yeah, it's just a separate, invoice only, workbook that I can export as a PDF, you can't export single sheets on the iPhone google sheets app. The IMPORTRANGE works normally, but not in conjunction with MATCH. Not to worry, thanks for your response
@@ibz844 Ah, thats annoying! One way round, that I have working for another client, is that you do the match function elsewhere in the invoice sheet. We call this "internal reference" - or you could hide it somewhere. This will get you the row number, that you can then put in the index match function, like this: =IMPORTRANGE("docs.google.com/spreadsheets/d/[sheet id]","[tab name]!h"&E6) - this is looking in column h and the row number is in cell e6. Hopefully thats more helpful 😊🐝
So, I got it working, I rewrote the formulas, I think I'd missed some &s and "s. But it's working now. Thankyou so much for your help!!
@@ibz844 Great 😊
Thank you for your amazing straight to the point videos! You are the best!!
Aww, thank you ! I do try to reduce the fluff :)
Go to BloomfieldAnalysis.com/Sting to download free templates, sign up to our newsletter and find out about bespoke solutions 🐝
This was EXACTLY what I was seeking!! THANK YOU!!
Fantastic - appreciate your comment ♥🐝
This is so useful for creating invoice numbers that are more unique to the clients. Thank you!
So glad you've found it useful ♥🐝
the description of mine are in high, medium, low. Hence it repeats for each item. The formula can't seem to detect the individual costs if the names of the description is the same. How do i go about?
Good Question! You need to put the Name & Description together in the items/price list tab, so, e.g. if Name is Column A & Description in column B, Price in Column C, You can use Column D. D2=A2&B2. This will make ItemDescription. To make it a little neater add "-" between them, so Item1-Small: D2=A2&"-"&B2. Then you need to lookup up this value in the invoices tab, you can put it into the formula or somewhere hidden/not printed in the invoices tab :)
Hii nice Video, But I have a question what if I wanted to print all the invoices in a single PDF file like one after other can I do it
Hi! This is our video on printing invoices to PDF: ruclips.net/video/oNzaij7f5yM/видео.html Unfortunately, if you are on the free version, Google Sheets has a max you can do at once, but you can do about 6-8 at a time.
Use apps script on google sheets extensions.
just put May 2024 on its own row and then 1 through 31 below that
Yep - that works for May :) Its great to have a solution for any date though, so you only ever have to change one initial date, and everything else automatically updates. In retrospect May wasn't a great example, as if you have literally any other month, you can show that MMM = just 3 letters, e.g. Apr but MMMM = full month, e.g. April :) Only so much you can fit into a short though! The full create an automated timeline video can show you a lot more ruclips.net/video/Ho7EWMmPYZY/видео.htmlsi=mFAFTRfZ_tkTinux