For teams that share one spreadsheet

Spreadsheet check

What does the way your team uses its shared spreadsheet mean? Answer up to 11 questions about your Excel or Google Sheets file, and the result shows what each answer means: what you can try in the sheet you have, where it stops, and what an app built around it adds.

Your answers stay in your browser. Nothing is sent and nothing is stored.

The check reads your answers against what Microsoft and Google write about Excel and Google Sheets on their own help pages, and against how we build an app around a sheet. It gives no score and no verdict. Those pages give hard maximums for file size and for how many open tabs or devices can edit one Google file at once. None of them names a team size or a number of edits at which a shared sheet starts to fail.

The questions

  1. 1. Where does the team’s sheet live?
    How to find out

    Ask whoever set the file up where it is saved: on a computer or a shared network folder, in SharePoint on your own server, in OneDrive or SharePoint Online, or in Google Drive.

  2. 2. Does the team work from more than one copy of the sheet, such as a copy emailed around, one per person or one per site?
    How to find out

    Search your mailbox and the shared folders for the file’s name. Every other file with that name, or with a date added to it, is a copy.

  3. 3. Has someone sorted, deleted or typed over something and broken the sheet for everyone?
    How to find out

    Ask the person who keeps the sheet when they last had to repair it, and what broke.

  4. 4. When a number in the sheet changes, can you find out who changed it and when?
    How to find out

    Open the file’s version history. In Google Sheets, click Last edit at the top right. For a file in OneDrive or SharePoint, right click the file there and choose Version history.

  5. 5. Does the sheet hold columns some people should not see, such as costs, margins or pay?
    How to find out

    Go through the columns one by one and ask who on the team needs each of them.

  6. 6. If the sheet is in Google Sheets, what does its General access setting say?
    How to find out

    Open the sheet, click Share and read the line under General access.

  7. 7. Does the same information get typed in twice, into the sheet and somewhere else, such as accounting, email or another sheet?
    How to find out

    Follow one order or job from start to finish, and note every place where someone types its details.

  8. 8. Does the business run an ERP or industry software next to the sheet?
    How to find out

    List the software the team logs in to every day, and next to each one, what the sheet holds that it does not.

  9. 9. Do scripts or macros keep the sheet running?
    How to find out

    In Google Sheets, open the Extensions menu and choose Apps Script. If the editor opens with only an empty function called myFunction, the sheet has no script of its own. In Excel, open the View tab and choose Macros.

  10. 10. Has the file become slow, or does it crash when many people have it open?
    How to find out

    Note how long the file takes to open and to update, and whether it got slower as rows were added.

  11. 11. When someone needs to know where an order or job stands, how do they find out?
    How to find out

    Count the calls and messages about one order or job in a normal week.

Your result

As soon as you answer the first question, this shows what your answers mean for the sheet you have and for an app built around it.

Talk through your sheet with us

We read your column headers before the audit call, a 30-minute call where we talk through how your sheet runs today and what your team needs. 7 days after the audit call you get a prototype of your app, and you pay only if you like it.

More on the prototype and the finished app:

The finished app shows where every order or job stands