Open and set up the workbook
Time to open the workbook. You are going to set up a workspace you can actually navigate before you write a single formula. This is the step most new staffers skip — and it is why they spend hour two scrolling and hour three frustrated.
Step 1 · Download and open the practice roster
- Download
roster_module_2_3.csvfrom the course datasets. - Go to sheets.new in a new browser tab. A blank Google Sheet opens.
- Choose File › Import › Upload, drop the CSV in, and pick “Replace current sheet.”
- Click Import data. You now have an 80-row roster open.
Step 2 · Freeze the header row and the first column
Frozen panes are the difference between a usable workbook and a frustrating one. You always need to see the column headers and the row identifier.
- View › Freeze › 1 row. Row 1 (the header) stays put as you scroll down.
- View › Freeze › 1 column. Column A (the worker ID) stays put as you scroll right.
Confirm by scrolling down and right. Row 1 and column A should remain visible.
Step 3 · Set zoom and gridlines
- View › Zoom › 100%. Anything smaller hides dirt.
- View › Show › Gridlines. Confirm gridlines are on.
- If the workbook came in with hidden gridlines or color-coded fills, leave them for now. Module 5 will teach you to strip them.
Step 4 · Count the obvious problems
Without writing a single formula, look at the first 20 rows and write down what you see. Add a note column at the right edge of the sheet (column J) and mark anything that looks wrong.
You should find at least:
- Three rows where the name has a leading or trailing space.
- Two rows where a phone number is empty or contains
(000) -. - Several rows where the full address sits in one cell.
- One or two rows that look like duplicates of another row.
You are not fixing anything yet. You are training your eye.
Excel users
In Excel, freeze panes lives at View › Freeze Panes › Freeze Top Row and Freeze First Column. Everything else in this course works identically in Excel; the only differences are =SPLIT() (Sheets only) and the Data › Text to Columns wizard, which Excel also has.
Action: Mark this page complete when you have finished the activity above.