Google Sheets, one of the most efficient ways to effectively and conveniently organize data, is not only limited to calculations and data analysis. Using the platform, companies can monitor projects, track employees’ working hours, construct calendars, and set up schedules, among other tasks. If you’re a mobile user or if you’re more comfortable organizing data and overseeing team workflow management through your smartphone, Google Sheets has developed a mobile application that is available to download on your Android or iOS device. To ease your way into using this convenient innovation, here are some handy tips on how to navigate this mobile landscape.
Using pre-made templates
Ensuring business growth is a challenging task, and organizing data is a crucial part of it. Digital Doughnut claims that data is the backbone for business growth. Luckily, there are data management techniques available to adopt into an organization’s workflow.
Google Sheets has a handful of templates that can help you register your data and keep a close eye on it through a configurable dashboard.
- To show your company’s profit and losses in a certain time frame, you can use the app’s automated income statement template.
- To effectively manage content marketing, optimize search engine results, run social media campaigns, and set up email marketing, you can use the platform’s marketing KPIs template.
- And many others.
Here is what you should do to use a template:
- Run Google Sheets Mobile App => choose “New spreadsheet” if you want to start from scratch => click “Choose template.”
- Click on the Template Gallery option to find the template you’re looking for.
The app has several other available templates for cash flows, business plans, competitive analysis, enterprise performance, inventory management, and invoice generation, to name just a few. Save time and energy by using them to automate your repetitive manual tasks.
For example, the template for Financial statements, created by Xero, lets you prepare reports right on your mobile phone. The template has different tabs where you can input Transactions, Profit & Loss, Balance Sheet, and Categories. Instructions are provided as well.
Check out our blog post on How to Build a Simple Budget Template in Google Sheets.
Creating a practical checklist
Professionals and enterprises who need to visualize project plans, pending tasks, or day-to-day goals can use the app’s spreadsheets to construct a functional checklist for themselves or their team members. Likewise, checklists can also be used to facilitate processes across multiple team members.
Checklists are extremely essential when it comes to quality control, error reduction, and maintaining team workflow management. Although there are plenty of software options in the market that help you achieve this, a simple, cost-effective, and user-friendly way to realize your goals is to use the Google Sheets mobile app.
The checkboxes feature is not available on iOS devices, only on the Android mobile app. The flow is similar to using Google Sheets on your desktop.
To make your own checklist, please follow these steps:
- Select a series of empty cells where you wish to place checkboxes.
- On the upper right side of the screen, tap on the three dots.
- Select “Data Validation” => choose “Tick box” in the Criteria field. This will add checkboxes to your selected cells.
- Checkboxes can then be ticked and unticked as required.
Applying conditional formatting
Heat maps are a great way to highlight important data in your sheet. It enables you to draw attention to particular values, errors or outliers. This can easily be implemented in Google Sheets with conditional formatting.
Conditional formatting will automatically apply chosen formatting to a cell based on a preset condition. For instance, a cell can be highlighted in red if a value entered is less than 10. You can trigger only a single color or a gradient color using a color scale, which makes it easy to see which areas need attention the most.
An example of where heat maps can be applied is in web analytics. Marketers can dissect website data to gain insight into which web pages are generating the greatest and least amounts of traffic. For instance, you can use heat maps for “new users” to create a traffic report, where the highest and lowest traffic sources can be determined.
On your mobile device, the conditional formatting function is only available on Android devices. When using an iOS device (either iPhone or iPad) conditional formatting rules can only be seen, but can’t be edited.
Conditional formatting is applied using the following steps:
- Select the cells you wish to apply the conditional formatting rules to.
- From the top menu, click “Format“ (A symbol).
- and then “Conditional formatting“.
- Create a rule, using the toolbar that pops up. You can set the trigger condition with the “Format cells if” field.
- To create a color scale, you can choose a minimum and maximum value, as well as an optional midpoint value, as triggers. Clicking the Down arrow allows you to select the value category.
- Click the check mark to finish. Every time you change the value in the field, the color will be automatically updated.
Generating reports and analytics
Once you become proficient in using Google sheets as a data management system, you can efficiently monitor all aspects of your organization in an orderly manner. The app can become an excellent workflow management tool to keep track of important matters concerning you and your organization, from day-to-day office work to personal budgeting. You can even link data between multiple spreadsheets, if you wish to reference or consolidate data from different sheets.
One sector where Google sheets can be highly useful is the digital marketing industry. You can use the Google Sheets mobile app to generate weekly social media reports, obtain insightful analytics, monitor metrics, conduct website evaluations, as well as for web harvesting and organizing marketing endeavors.
In this regard, Coupler.io will be a helping hand for your reporting because it allows you to import data from multiple sources to Google Sheets. Another benefit is that you can automate data import on a custom schedule. This is quite useful for live dashboards and reports. Check out the available Google Sheets integrations and use them for your needs.
Let’s say you want to conduct an easy and quick analysis on your data. Here’s how you can set up the data:
- Use a template or create a new blank spreadsheet.
- Enter and arrange the data you want to track on the sheet’s columns and rows.
- To easily obtain calculations from your data, you might want to use the app’s built-in tools. For instance, you can use the Quick Sum function to calculate the number of users who clicked your link. Just mark the cells you wish to calculate.
- Select the Quick Sum function to calculate the number of link clicks received.
- You can also use other functions to calculate your average number of views, including average total playtime.
Key to a better business
Spreadsheets are effective in analyzing data, according to this CompareCamp report. Your organization can use Google Sheets to input relevant data in rows and columns, create an enterprise expense spreadsheet, view connections between data points, and produce robust data visualizations through graphs and charts.
The Google Sheets mobile app offers businesses endless opportunities to build, edit, and collaborate with coworkers on spreadsheets from the convenience of their smartphones or tablets. The app also offers access to files on-the-go, which means that you can open your files no matter when or where you are, as long as you have an internet connection. So to foster business growth, incorporate Google Sheets into your team workflow management system.Back to Blog