Copy and paste values

Copy and paste values in Google Sheets — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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I need the sheet turned into a static snapshot: replace all formulas in the financials tab with…
I need the sheet turned into a static snapshot: replace all formulas in the financials tab with their current values, keep formatting and comments, and confirm there are no external links before I send the file to audit on Friday.

Improve — make it easier to accept

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Before I create the snapshot for audit, make it review-friendly: preserve the formatting, add a…
Before I create the snapshot for audit, make it review-friendly: preserve the formatting, add a small note in cell A1 showing when the snapshot was taken, and highlight any cells that changed value when formulas were converted to values so an auditor can see what was frozen.

Decide — diagnose the stuck moment

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I pasted values over formulas in the NPV tab and now the cashflow total is lower than expected.…

I just pasted values and a calculation looks wrong

I pasted values over formulas in the NPV tab and now the cashflow total is lower than expected. Javier in audit will notice. I don’t know whether I overwrote a needed intermediate cell or a formula used a hidden sheet. What’s the fastest diagnostic and safest rollback so I can restore correct numbers and explain what happened to Javier?

Become — change the pattern

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I routinely paste values for sign-off and later can’t trace where numbers came from, so…

I keep losing provenance after snapshots

I routinely paste values for sign-off and later can’t trace where numbers came from, so stakeholders distrust my exports. That wastes hours recreating work. What habit or small metadata practice will preserve provenance and let me produce a trustworthy snapshot without extra rework?

Next to this one

Other spreadsheet work people do in Google Sheets.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.