Deconstructing the Software Deals Tracker

When looking at Grist templates you may wonder why templates are structured in a particular way. We’ll show you how, starting with the Software Deals Tracker.

This template has multiple pages and widgets focused on different workflows, and yet the document is built on only one data table. In this webinar, we show you why to help you anticipate your own use cases where all you need is one table with multiple views.


00:18 Widget and Column Descriptions
3:53 Software Deals Tracker template walkthrough
6:35 Understanding the data structure of the template
7:25 Rebuilding the template – creating an empty document
7:50 Writing down requirements to guide document creation
10:04 Importing spreadsheet data
10:43 Formatting columns, type and styling
13:47 Easily setting choices in Choice/Choice List columns
17:05 Creating and editing a card view to easily read data
18:52 Hiding multiple columns at once
20:15 Reordering columns
20:36 Creating filters and filter buttons
22:07 Renaming pages, and emojis in page titles
23:30 Creating new pages
23:52 Quick sum in widget footers
24:08 Creating summary tables, whole table and by group
26:18 Rearranging widgets
26:32 Creating charts
27:51 Formula: extracting month and year from a date
31:37 Formatting charts
32:48 Formula: comparing dates to see if something has expired
35:28 Formula: hiding expected errors with IFERROR()
38:16 Formatting toggle colors
38:54 Renaming widgets
40:33 Formula: see what will expire in the coming 15 days
44:57 Using date filters to filter by range without creating formulas
48:21 Using widget descriptions to describe filters in a widget