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📌 Start Here: How to Use This Spreadsheet
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You have two options for working with this spreadsheet:
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👉 Make a copy in Google Sheets
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👉 Download a copy as an Excel file
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✅ OPTION 1: Make a Copy in Google Sheets (Recommended for Google users)
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This lets you edit and save your own version in your Google Drive.
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Steps:
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1. Click File (top-left menu).
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2. Select Make a copy.
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3. Choose a location in your Drive.
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4. Rename the file if desired.
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5. Click OK – your own editable version will open in a new tab.
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Notes:
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👉 This version stays in Google Sheets format.
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👉 All formatting and formulas will be preserved.
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👉 You’ll need to be signed into a Google account.
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✅ OPTION 2: Download as Excel (for Microsoft Excel users)
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This lets you save the spreadsheet to your computer as a .xlsx file.
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Steps:
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1. Click File.
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2. Hover over Download.
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3. Select Microsoft Excel (.xlsx).
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Notes:
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👉 Some formatting or formulas may shift slightly depending on Excel version.
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👉 It's a good idea to double-check formatting and dropdowns once opened in Excel.
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👉 If the spreadsheet includes Google-specific formulas or features (e.g., checkboxes, drop-downs, data validation), they may need to be manually adjusted in Excel.
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🛠️ Need Help?
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If anything looks off or you need help getting started, feel free to reach out and we’ll gladly assist.
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