Sometimes you want to mosey down a table, row by row, and get a running total. Or you need a formula in the current record to use the previous one, or to find the last record before a certain date, or the first event of the next month. With Grist’s ordered lookups and functions such as PREVIOUS(), you can do cumulative calculations, nearest matches, and more. Join Dmitry, their implementor and Grist’s co-CEO, for a deep dive on Grist functionality that goes under the radar, but serves as a perfect and efficient tool for a range of data workflows.

Timestamps

00:00 Start
00:20 Q&A: Gallery view
01:30 Introduction
03:30 Working with Python formulas
05:45 Accessing referenced data
08:00 LookupRecords and ordered lookups
11:20 Running totals (credit card example)
23:15 More complicated example (loan tracker)
25:35 Grouping and ordering
27:45 NEXT() and RANK()
30:00 Payroll example
35:30 Before and after formula example
39:00 Approximate matching (commission rates example)
42:50 Finding first or last record in group
45:45 Additional Q&A

Useful links:

• Help Center: https://support.getgrist.com/
• Lookups article: https://support.getgrist.com/references-lookups/
• Credit card activity example: https://public.getgrist.com/tJZu9JGmB7Bh/Credit-Card-Activity/m/fork/p/1
• Loan tracker example: https://public.getgrist.com/tBaUEP2x4eML/Loan-Tracker/p/3
• Payroll example: https://support.getgrist.com/examples/2020-09-payroll/
• How Grist uses Grist blog post: https://www.getgrist.com/webinars/how-grist-uses-grist/
• Sales commissions example: https://public.getgrist.com/b2ojPRLB5DYJ/Sales-Commissions/p/1
• More webinars: https://www.getgrist.com/webinars/
• Community Forum: https://community.getgrist.com/