{"id":14249,"date":"2023-08-09T20:27:07","date_gmt":"2023-08-09T18:27:07","guid":{"rendered":"https:\/\/blog.sheetgo.com\/?p=14249"},"modified":"2023-08-09T20:27:07","modified_gmt":"2023-08-09T18:27:07","slug":"le-guide-ultime-pour-structurer-votre-flux-de-travail","status":"publish","type":"post","link":"https:\/\/www.sheetgo.com\/fr\/blog\/spreadsheets-tips\/the-ultimate-guide-to-structuring-your-workflow\/","title":{"rendered":"Le guide ultime pour structurer votre flux de travail"},"content":{"rendered":"\n[et_pb_section fb_built=”1″ admin_label=”section” module_class=”sheetgo-post” _builder_version=”4.16″ custom_padding=”54px|0px|2px|0px|false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text admin_label=”Text” _builder_version=”4.21.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”]In today’s fast-paced world, accomplishing tasks involves a series of intermediate activities orchestrated in a predefined sequence. This organized flow of events, often referred to as a workflow [Wikipedia’s definition<\/a>], is applicable to diverse contexts that involve task completion. Whether it’s a manufacturing company transforming raw materials into marketable products or a software firm executing complex projects, workflows serve as the backbone of efficient processes.[\/et_pb_text][et_pb_text _builder_version=”4.21.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]

The role of workflows in spreadsheets:<\/h2>\n

Surprisingly, the concept of workflows is not limited to complex industries. Even in the realm of spreadsheets, workflows play a pivotal role. By adopting a workflow perspective, we can revolutionize how we approach everyday spreadsheet tasks, leading to more streamlined and effective outcomes. Whether you’re tracking sales data, managing projects, or analyzing financials, integrating it can significantly enhance your efficiency.<\/p>[\/et_pb_text][et_pb_text _builder_version=”4.21.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]

1. Identify the business problem:<\/h3>\n

Begin by comprehending the specific challenge you’re addressing. Consider a scenario where a sales team manager seeks performance metrics like lead conversion ratios. The problem is clear: the absence of a centralized system for consolidating leads and generating insightful reports.<\/p>[\/et_pb_text][et_pb_text _builder_version=”4.21.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]

2. Break down individual steps:<\/h3>\nTo reach the desired outcome, define and establish each intermediate step. For instance, if you’re handling sales data, divide the process into discrete tasks such as data collection, consolidation, and analysis. Mapping out these steps provides a clear roadmap.[\/et_pb_text][et_pb_text _builder_version=”4.21.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]

3. Construct the workflow:<\/h3>\n

With steps outlined, proceed to create the workflow. Start with the initial step, advancing systematically. Leverage tools like Google Sheets’ built-in functions or Sheetgo<\/a> to establish connections between spreadsheets. This stage ensures smooth data flow and transition.<\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/11\/workflow-data-structure-1-1.png” alt=”workflow data structure 1″ title_text=”workflow data structure 1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.21.2″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]

4. Test the workflow thoroughly:<\/h3>\n

With steps outlined, proceed to create the workflow. Start with the initial step, advancing systematically. Leverage tools like Google Sheets’ built-in functions or Sheetgo<\/a> to establish connections between spreadsheets<\/a>. This stage ensures smooth data flow and transition.<\/p>[\/et_pb_text][et_pb_text _builder_version=”4.21.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]

5. Refine for perfection:<\/h3>\nWhile the workflow may be functional, refinement is an ongoing process. Adaptations might be necessary with evolving requirements. Integrate new steps to accommodate changes such as team expansion or specific performance metrics. Flexibility ensures continued optimization.[\/et_pb_text][et_pb_text _builder_version=”4.21.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]

Example: Workflow implementation for sales data:<\/h2>\n

Imagine a sales team manager aiming to consolidate sales leads from regional members. Each region’s data must flow seamlessly into a centralized sheet for analysis. By adopting a structured workflow, the manager establishes connections, collates data, and computes key metrics effortlessly.<\/p>[\/et_pb_text][et_pb_divider _builder_version=”4.21.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_divider][et_pb_text _builder_version=”4.21.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]

In conclusion, embracing workflow data structures in spreadsheet tasks can yield remarkable advantages. This can empower you to streamline processes, enhance efficiency, and achieve desired outcomes. By understanding the problem, breaking down steps, constructing, testing, and refining it, you’ll navigate your spreadsheet tasks with finesse, ultimately maximizing your productivity and success.<\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"

In today’s fast-paced world, accomplishing tasks involves a series of intermediate activities orchestrated in a predefined sequence. This organized flow of events, often referred to as a workflow [Wikipedia’s definition], is applicable to diverse contexts that involve task completion. Whether it’s a manufacturing company transforming raw materials into marketable products or a software firm executing […]<\/p>\n","protected":false},"author":2,"featured_media":42182,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"\n

Accomplishing any task involves knocking off a series of intermediate activities in a predefined sequence. We can simply term this as workflow - the flow of events to get work done. This is applicable to any context that involves accomplishing a task. A manufacturing company procures raw material, subjects this material to various change and ultimately produces a marketable product. A software firm accepts requirements, analyses and builds necessary code, deploys it on the customer's servers and run it successfully. In essence, we can characterize almost every work using workflows and diagrammatically represent it.<\/p>\n\n\n\n

Do workflows have any relevance when it comes to spreadsheets? Can we begin to see our day-to-day spreadsheet tasks in terms of workflows? As it turns out, we can. And it makes perfect business sense to do so. Because we can attribute all our spreadsheet task to an intended outcome that we need to accomplish.<\/p>\n\n\n\n

Realizing a workflow<\/h4>\n\n\n\n

Here are a few general pointers that will help us build workflows into spreadsheets.<\/p>\n\n\n\n

1. Start with the business problem<\/h4>\n\n\n\n

To begin building the workflow, we need to understand the problem that we are trying to solve. Let us discuss this with the help of a small example. Consider a sales team manager. His team members work on sales leads and generate individual datasets. But there isn't a current system in place that will help the team manager with performance metrics such as lead conversion ratio. So the problem for him to solve here is that he needs to come up with a setup that will consolidate all the leads in one place, and then build reports from this data.<\/p>\n\n\n\n

2. Identify the individual steps that need to be accomplished<\/h4>\n\n\n\n

In order to get to the final result, we need to successfully finish the intermediate steps. So, to do that, we need to establish these steps first. Continuing with the example, let us assume there are three members within the sales team. In order for the data to flow from individual leads spreadsheets to a consolidated spreadsheet, we need to create three connections. Setting up each of these connections is an individual step operating in parallel. The next subsequent step is to generate performance indexes from this consolidated data set. It helps us achieve more clarity if we can depict these steps on a piece of paper before we proceed further.<\/p>\n\n\n\n

<Insert a screenshot that possibly helps understand the workflow defined in the example><\/strong><\/p>\n\n\n\n

3. Create the workflow<\/h4>\n\n\n\n

Now that we identified all the possible steps, we can go ahead and create them. We start with the very first step in the flow, then move on to the subsequent steps. To create connections in Google Sheets, we may use built-in features such as the IMPORTRANGE function. Once the data is consolidated, the team manager may use mathematical or statistical functions to arrive at the performance metrics as part of the final step.<\/p>\n\n\n\n

4. Test the workflow<\/h4>\n\n\n\n

Things can go wrong, especially if we don't pay attention to how the individual step is working. For instance, as part of second step, the data isn't flowing into the destination file as desired. In that case the final result isn't the exact picture of the actual data. So it is very essential that we validate each step of the workflow.<\/p>\n\n\n\n

5. Refine the workflow<\/h4>\n\n\n\n

The process is now set and working well. But there will be times whe we need to refine it, although not necessarily from scratch. For example, let's say a new member joined the sales team. In that case, the manager has to create an additional step to connect the new member's data to the consolidated file. Or, maybe, the higher management wants to see a very specific set of performance metrics. In that case, the team manager will have to create a new step after the previous final step, just to narrow down the results. <\/p>\n","_et_gb_content_width":"","footnotes":""},"categories":[29],"tags":[43],"class_list":["post-14249","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spreadsheets-tips","tag-sheetgo"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/posts\/14249","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/comments?post=14249"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/posts\/14249\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/media\/42182"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/media?parent=14249"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/categories?post=14249"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/tags?post=14249"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}