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Sum and Filter in Google Sheets
Sum and Filter in Google Sheets

[For Admins + Billing Only role] Learn how to leverage any spreadsheet software to customize viewing billing reports.

Sabrina avatar
Written by Sabrina
Updated over 4 months ago

Brightwheel offers excellent reports, with more to come. This article focuses on billing reports and how to use Google Sheets for essential school information.

💡 This article walks through how to perform these actions in Google Sheets only. However, view the linked articles if needed to understand how to perform these actions in Excel and LibreOffice.

Filter Data

Adding filters to spreadsheets helps to narrow down the data reduce unnecessary and distracting information. 

  1. Export/Download your desired Billing report

  2. Start a new Google Sheet

  3. Click File > Import > Upload

  4. Select the downloaded report to import it

  5. Once imported, click the space in the corner of the spreadsheet between Row 1 and Column A to highlight the whole sheet

  6. Once highlighted, click the Create a filter icon on the toolbar to automatically apply a filter on all columns

  7. Click the green filter icon on any column header to open the filter options and configure as desired

  8. Click OK to save filter changes

ℹ️ Review Google's resource on Sorting and Filtering data in Google Sheets for more detail!

Gather Subtotals and Totals

To quickly collect the total/subtotal of a column, such as the Amount column, use the SUM function in Google Sheets by following the steps below.

  1. Go to the column you want to sum (e.g., the Amount column)

  2. Go to the next open cell in that column

  3. Click Insert on the toolbar

  4. Select Function > SUM

  5. Click the first cell in the range you want to capture

  6. Drag your cursor down until you've reached the last cell in the range you want to capture
    ​Note: Capture the sum of a total column by highlighting all cells in it or capture a subtotal of a column by only highlighting select cells. The range displayed in the open cell for the function will auto-update with whatever you've highlighted.

  7. Click the Enter or return button on your keyboard to see the sum of the range selected (in this example, the total sum of all payments in the selected range is $7,295)

ℹ️ If you need to modify the sum, double-click the cell it's in to prompt the range selector to pop-up again and adjust as needed!

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