Tips and tricks for working with spreadsheets

When you download Greenbits reports, a .csv file is sent to your email address. You can open the .csv file in a spreadsheet program like Microsoft Excel or one of the free alternatives:

• Google Sheets
• OpenOffice
• LibreOffice

Here's a few things you can do in Excel with the .csv reports you download.

Sort a column

If you want to sort the information in a column, you can use Sort & Filter. This groups the same information together in your spreadsheet.

1. Select the column you want to sort.
2. Select the Sort & Filter button on your toolbar:
   
3. Select Sort A to Z to sort alphabetically, or Custom Sort for additional options.

Filter a column

If you want to view only one group of information from a column, you can filter for the information you want to see. For example, if you want view only the lines for one Package ID, you can filter for that one Package ID.

1. Select the column you want to filter.
2. Select the Sort & Filter button on your toolbar:
3. Select Filter.
4. Select the dropdown triangle that appear on your column header:
   
5. Select all of the items you want to see. The spreadsheet hides the items you didn't select.

If you want to view the hidden items again, select the Filter at the top of the column and select all of the checkboxes.

Search within the spreadsheet

1. Press CTRL + F (Windows) or Command + F (Mac) to start a search.
2. Enter the word or number you're looking for and press Enter. This takes you to the next instance of the word or number you are looking for.
3. If word or number you are looking for appears multiple times, press Enter again to move to the next instance.

Automatically add up numbers in a column

1. Select the column you want to add up.
2. Select Auto Sum:
   
3. Select Enter. Excel automatically adds the total at the bottom of the column.

Delete a unit of measure from a column

Need to add up a column that includes a unit of measure, such as "g"? You can delete the unit of measure using Find and Replace.

1. Select the entire column, then Edit > Find > Replace.
2. In the Find field, enter the character you want to delete. 
3. Leave the Replace field blank.
4. Select Replace All. This will automatically delete all instances of the letter g in this column.
5. If you need to add the column, use Auto Sum to get the total. 

Copy and paste columns

If you need to move information from one report to another, you can copy and paste column or rows.

1. Select the column you want to copy.
2. Go to Edit > Copy.
3. In the column you want to move the information to, select one of the cells.

   Make sure you select a blank column. If you select a column with info in it, you will overwrite it.

4. Got to Edit > Paste.

Delete a column

If you want to remove an entire column from your .csv file because you don't need the information it, delete it.

1. Select the column you want to delete.
2. Go to Delete > Delete Sheet Columns.

Summarize data with a pivot table

A pivot table is a way of analyzing specific parts of a larger data set, and can be especially handy when used with the Greenbits Profit Report, among other things. Watch our video tutorial to get started.

Auto-fit columns

1. Click the box in the upper-left corner, or Edit > Select All. This select all cells in your spreadsheet.
2. Double-click the dividing line between any two columns:

All columns will expand (or shrink) to fit the data they contain, making the sheet easier to read.

Further resources

Excel help center

How to use Google Sheets