I am looking to build a spreadsheet that will help me organize my notes for wines I see during the week from drop ins.
I would like to include a few points.
Is it right for the list.
Where does it fit (Happy Hour, Glass Pour, Bottle)
What am I waiting for (Something to move off, season, Cashflow)
I want it to be clear enough that I can enter the data relatively quickly, but also be able look at the spreadsheet to see what I can pull from what I have already tasted. I want to be able to find those gems I have tasted in the past easily, something that may not be right for the list at the time, but can use in the future. Also, if I'm looking for a style, avoid considering something I didn't like at the time. Is there any aspect of this that has helped you out in the past? Any details I am missing that will be helpful?
Spreadsheets help me stay organized, but let me know if there is something else that has helped you in the past.
I'm in the same position as of now. You pretty much covered all the points but you may add:
-Is it a brand that people are familiar with or is it for a niche.
-Do you use specific wine for banquet or private event? (package deal)
-simply: is it super good? easier to sell when you like it.
-Is it considered as a classic example for the varietal or "new wave"
-under winemaker I like to add the story behind the bottle, like joint venture etc. ( ex: Col Solare)
-under vintage: ranking for that region (for your vertical wine geek)
Who does carry it in your market? (deli, wine club, direct competitor,...)
hope it helps
Not to derail you from your plans with a spreadsheet, but I am a big fan of the app 'evernote'. I take all my tasting notes on iPad. It was a bit of an uphill battle because I feel like I take better notes longhand, not to mention the autocorrect challenges with wine terminology, but after I adapted it has become so so so useful. It has saved that extra step of taking my tasting notes, sifting through them, and putting the relevant info into another document. My notes can be synced to my phone, my laptop, my desktop, so no matter where I am I have access to them. And they are searchable, so if I find myself in need of a certain type of wine, say, Chardonnay, I can search that term and any notes I have taken with that word will show up. So, depending on how you take notes you can put whatever criteria in them and they will be searchable at a later date. Say, 'happy hour', 'glass pour', etc etc, and all those options will show up. There are also all kinds of extra features I don't use, like voice recordings, which could be great if you have a visiting winemaker and you want to have access to the information without having to try to keep up with all the details. I am absolutely not a tech person at all, but this has been a fool proof way of helping me stay organized with my tasting notes.
Thank you Caryn, not a derailment at all! Will look into this option as well. I’ve started the program and it only allows you to share across two devices unless you upgrade. I have an iPad, iPhone, and MacBook Pro. Did you upgrade to the premium or just use the standard? I like the photo option in this as well.
Google Keep is also awesome for all these things Caryn Benke mentioned for evernote. Very similar apps, Google is obviously free, though. Great cross-platform features and sharing capabilities.
Yeah, I can't speak to Evernote being the best/most cost effective, as I know there are a lot more programs out there, this is just the one I use and the only one I've used. I'm a creature of habit!