Create Plans and Trackers
1. Create Plans and Trackers
You can easily access Gemini in Google Sheets by visiting sheets.google.com in your browser. If you haven't already, open a new blank spreadsheet. In this lesson, you will learn how to use the table generation feature to create templates. In the toolbar, select Help me organize. You can access the "Help me organize" feature from the toolbar or the Google Sheets menu. Choose Insert > Help me organize. A sidebar opens for creating a template with Gemini. In the sidebar, is a text input for describing your idea for the template. This is where you enter your prompt. Perhaps you work in human resources, or HR, and are creating a template to track job candidates' preferences based on their initial interview with a recruiter. The prompt to generate this template can include the general request to track candidate responses and the type of topics you want to track. For example, "Recruiting tracker for candidates answering questions during interviews on their desired location, level (entry, mid, senior), and salary" Or perhaps you work in marketing and you want to create a template for forecasting budgets for your team. The prompt to generate this can start out generic to give you ideas. For example, "Budget forecasting for marketing. Include at least 15 rows.". Gemini in Sheets is used for generating spreadsheets and tables. It does not currently handle formatting or generating formulas, text, or images. Gemini in Sheets is most helpful when you have a generic idea of the type of template you are interested in, but maybe haven't thought through all the details yet. To get the best results from your prompt, provide instructions instead of questions. When you provide more details in your prompt, the result can be more specific to your use-case. For example, you can specify how many rows you want included in your template. After you type your prompt, click Create. You might need to wait several seconds for Gemini to generate a response. A preview of your result will display in your spreadsheet. Choose Insert to have the generated table inserted into your spreadsheet. When the data is inserted, you can begin making any edits to get your final desired results and start filling in the template to your needs. Note that if you try to insert the generated table into a spreadsheet with existing data, a pop-up will appear. It will ask if you prefer to overwrite the current data or to insert your template in a new sheet. Overwriting will delete existing data on your sheet. It is best practice to use Help me organize in a new blank spreadsheet and then copy the result over to existing spreadsheets. In the next lesson, we walk through creating and refining a prompt for your template.2. Let's practice!
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