How to Convert Excel to Google Sheets for Better Insights

Do you want to learn how to convert Excel to Google Sheets? You’ve come to the right place.

Picture this: you’ve created a detailed budget in Excel, and now you need to share it with your team. They all use Google Sheets. A quick conversion can save you time and headaches. Statistics show that over 2.6 billion people use Google Workspace – a massive collaboration audience.

In 2022, Google Sheets was the top choice for spreadsheets. Why? More users opt for it due to its ease of sharing and real-time collaboration features. Excel has its strengths, especially for advanced functions, but Google Sheets shines in accessibility.

Converting your files can seem tricky. But it’s simpler than you might think. You can transform your Excel files into Google Sheets with a few clicks. You’ll keep your formulas and formatting intact. Plus, the benefits of using Google Sheets, like cloud storage and automatic updates, are undeniable.

So, how do you convert Excel to Google Sheets? This guide will walk you through the process step-by-step. Whether switching for collaboration or convenience, knowing how to convert Excel to Google Sheets is essential in today’s digital workspace.

Let’s dive in and make your transition seamless.

Table of Contents:

1. What Does It Mean to Convert Excel to Google Sheets?
2. What are the Methods for Excel Convert to Google Spreadsheet?
3. What are the Tips for Securely Converting from Excel to Google Sheets?
4. How to Convert an Excel Spreadsheet to a Google Sheet?
5. What are the Benefits of Converting Excel Files to Google Sheets?
6. What are the Limitations of Converting Documents Between Excel and Google Sheets?
7. Wrap Up

First…

What Does It Mean to Convert Excel to Google Sheets?

Definition: Converting Excel to Google Sheets means changing a file format. Excel files use .xlsx or .xls extensions. Google Sheets operates in the cloud and uses its own format.

When you convert, you retain data, formulas, and formatting. This allows for easier sharing and collaboration.

Google Sheets offers real-time updates and access from any device. It’s a straightforward process that enhances teamwork. Therefore, understanding this conversion opens up new possibilities for managing your data effectively.

What are the Methods for Excel Convert to Google Spreadsheet?

Follow these methods to transition from Excel to Google Sheets –  they give you the power to collaborate seamlessly!

Upload through Google Drive

1. Open Google Drive (drive.google.com) and log in.
2. Click the “New” button on the left.
3. Select “File upload” and choose your Excel file (.xlsx or .xls).
4. After the upload, right-click the file.
5. Select “Open with” and choose “Google Sheets”.
6. Your file will open in Google Sheets. Save it as a Google Sheets document.

Direct Upload in Google Sheets

1. Go to Google Sheets (sheets.google.com) and log in.
2. Click “Blank” to start a new spreadsheet.
3. Click “File” in the menu, then select “Import”.
4. Choose the “Upload” tab, then drag your Excel file into the area or click to select it.
5. Pick your import options, then click “Import data”.

Using the Google Sheets App on Mobile

1. Open the Google Sheets app on your phone.
2. Tap the “+” icon to create a new spreadsheet.
3. Select “Import” and choose your Excel file from your device or cloud storage.
4. Follow the prompts to convert and open it in Google Sheets.

Using Google Drive’s “Open with” Feature

1. Upload the Excel file to Google Drive as described earlier.
2. Right-click the uploaded file.
3. Choose “Open with” and select “Google Sheets”.
4. Your file will open, and you can save it as a Google Sheets document.

Using Google Apps Script (Advanced)

Those with coding skills can use Google Apps Script to automate the conversion process. This method is more technical but offers greater customization.

What are the Tips for Securely Converting from Excel to Google Sheets?

Keeping your data secure while converting your Excel files to Google Sheets is crucial. Here are some tips to help you convert safely:

• Use secure connections: Always ensure you’re connected to a secure network. Public Wi-Fi can be risky for data transfers, so stick to trusted networks when handling sensitive information. This is especially important during tasks involving sensitivity analysis, where data security is paramount.
• Review file permissions: After converting, check who can access your file. Google Sheets allows you to set specific permissions – limit access to only those who need it.
• Check Google Drive settings: Familiarize yourself with your Google Drive settings. Ensure that sharing settings align with your privacy needs and adjust them if necessary.
• Enable two-factor authentication: This adds an extra layer of security to your Google account. Even if someone gets your password, they’ll need a second verification step to access your files.
• Remove sensitive information: Before uploading your Excel file, consider removing sensitive data. If possible, strip out confidential information that isn’t necessary for your work.
• Backup important data: Always keep a backup of your original Excel file. This ensures you have a copy if something goes wrong during the conversion process.

How to Convert an Excel Spreadsheet to a Google Sheet?

Let’s convert the sample data below from an Excel Spreadsheet to a Google Sheet.

Channel	Gender	Views	Clicks	Sales
Facebook	Male	15000	1000	55
Facebook	Female	4000	150	10
Google	Male	9000	1200	60
Google	Female	3000	325	15
X (Twitter)	Male	7000	900	33
X (Twitter)	Female	2000	125	20

1. Open Google Sheets and go to the File menu, then choose the “Open” option.

2. Click on “Upload” and select “Browse” to locate the Excel file you want to import.

3. Choose your Excel file and hit the “Open” button.

4. Wait for the file to load into Google Sheets.

5. Once loaded, your Excel data will appear in Google Sheets, ready for use.

Now, let’s analyze this data with the help of ChartExpo.

What is ChartExpo? ChartExpo is a data visualization tool that enhances Google Sheets. How? By overcoming Google Sheets data visualization limitations, you can create advanced, insightful types of charts and graphs with ease. It makes complex data more accessible and visually appealing.

Let’s learn how to install ChartExpo in Google Sheets.

• To start using ChartExpo, download it directly from the Google Sheets program. To do this, select Extensions from the top toolbar.
• A menu will appear. Click the Get add-ons option.
• Search for ChartExpo, and click on Charts, Graphs & Visualizations by ChartExpo when it appears in the results.
• Click the Install button. You will have to confirm your Google account and accept some permissions.

ChartExpo charts are available both in Google Sheets and Microsoft Excel. Please use the following CTAs to install the tool of your choice and create beautiful visualizations in a few clicks in your favorite tool.

• To get started with ChartExpo, install ChartExpo in Google Sheets.
• Go to Extensions > Charts, Graphs & Visualizations by ChartExpo > Open.

• Once ChartExpo is loaded. Click on “Clustered Stacked Bar Chart”.

• Select the sheet holding your data and select the Metric option. Fill in the numerical number.
• Select the Dimensions button and fill in the dimensional data.
• Click the Create chart button to complete the process.

• Click the Edit chart button to make custom changes.

• To change the title of the chart, click the pencil icon next to the Chart Header.
• It will open the properties dialog. Under the Text section, you can add a heading in Line 1 and enable the Show option. Give the appropriate title of your chart and click the Apply button.

• You can change the bar color of the Male legend by clicking on the Small pencil icon as follows:

• You can change the bar color of the Female legend by clicking on the Small pencil icon as follows:

• Click the “Save” button:

• Your final chart will appear as shown below.

Insights

• Facebook has the highest male views.
• Google generates more clicks and overall sales.
• Female engagement is lower across all platforms.
• X (Twitter) has the fewest views.

What are the Benefits of Converting Excel Files to Google Sheets?

Are you thinking about converting your Excel files to Google Sheets? Here are some key benefits that make the switch worthwhile.

• Real-time collaboration: You can work with your team simultaneously with Google Sheets. Changes appear instantly, so everyone stays on the same page.
• Cloud storage: Access your files anywhere, anytime; no more worrying about lost documents.
• Version history: Keep track of changes with Google Sheets. Moreover, you can easily revert to previous versions if needed.
• Accessibility: You can use Google Sheets on any device. Your data is always within reach, whether you’re on a phone, tablet, or computer.
• Free to use: Google Sheets is free for anyone with a Google account. You can enjoy powerful features without spending a dime.
• Automatic updates: Enjoy seamless updates. Google Sheets constantly improves, giving you the latest features without any hassle.

What are the Limitations of Converting Documents Between Excel and Google Sheets?

While converting documents between Excel and Google Sheets is often seamless, there are some limitations to keep in mind. Here’s a rundown of what you might encounter:

• Feature compatibility: Not all Excel features translate perfectly to Google Sheets. Advanced functions, certain charts, or specific Excel add-ins may not work in Google Sheets, affecting your workflow.
• Formatting issues: Sometimes, formatting doesn’t carry over as expected. Fonts, colors, and layouts might shift during conversion, requiring you to make adjustments afterward for a polished look. When refining these elements, remember to use the best colors for graphs to enhance readability and visual appeal.
• Data validation limitations: Google Sheets has different data validation rules compared to Excel. If your Excel sheet relies heavily on these rules, you may need to recreate them in Google Sheets.
• File size restrictions: Google Sheets’ file size limits can be smaller than Excel’s. Large spreadsheets might not convert properly or face performance issues in Google Sheets.
• Offline access: While Google Sheets allows for offline access, it requires prior setup. Excel might be more reliable if you frequently work without an internet connection.

FAQs

How can you convert Excel to Google Sheets without losing formatting online?

To convert Excel to Google Sheets without losing formatting:

• Open Google Sheets and select “File” > “Open”.
• Click “Upload,” choose your Excel file, and import it.
• The formatting will be retained during the conversion process.

How do I share Excel Data in Google Sheets?

To share Excel data in Google Sheets:

• Upload the Excel file to Google Sheets.
• Click “Share,” then enter the email addresses of the recipients.
• Set their access permissions.
• Click “Send” to share the file.

Wrap Up

Converting Excel to Google Sheets is a straightforward process that offers many benefits for collaboration and accessibility. By following the right methods, you can easily make the switch.

First, you can upload files through Google Drive. This method is user-friendly and retains most of your formatting. Alternatively, you can directly upload in Google Sheets, allowing for quick imports.

Mobile users can also benefit. The Google Sheets app makes importing Excel files simple and efficient. This flexibility means you can work on the go.

Remember to consider security during the conversion. Use secure connections and review file permissions. Protect your data by removing sensitive information before uploading.

While there are some limitations, like feature compatibility and formatting issues, most users find the benefits outweigh the downsides. Google Sheets enhances teamwork and provides easy access from anywhere.

In conclusion, learning how to convert Excel to Google Sheets can streamline your workflow. It’s a valuable skill in today’s collaborative work environment.

Do not hesitate.

Embrace the change, install ChartExpo and enjoy the advantages of cloud-based spreadsheets!