Structuring Relational Data: Grist v. Excel

In this webinar, we think about how to structure relational data so that it supports many dashboards and efficient workflows.


00:00 – Questions submitted during sign-up
05:30 – Use case: sales commission workflow & dashboards for a team
08:02 – Creating a list of tasks to think through structure and views
13:16 – Importing data, formatting it, and cleaning it up quickly
15:15 – How formulas work in Grist
17:50 – Creating new tables by detaching summary tables
19:21 – Creating a relational link between two tables
21:16 – Creating pivot tables
22:10 Creating new columns to support pivot tables — such as year & month
23:43 – Understanding the Raw Data tool
24:06 – Linking pivot tables that share a group-by column
24:46 – Linking underlying data to a pivot table’s group-by column
26:50 – Creating a data entry dashboard with access rules
29:16 – Understanding user attributes and reference columns
32:56 – Table, column and row-level level access rules
41:17 – Rearranging the pages menu and cleaning up dashboards & layouts
44:40 – Understanding that access rules applies to tables, not views
46:15 – Reviewing the workflow