WEBINAR: Grist v Excel: Budgets and Funding - March 21, 2024

Learn how Grist contains the spreadsheet sprawl. Similar to our previous Grist/Excel webinar, we’ll see how Grist is designed to avoid many of the very familiar problems associated with spreadsheet workflows, such as merging and normalizing.


00:34 User question: can you leave comments in Grist?
01:46 User question: form publishing permissions? user access to document permissions?
04:08 User question: how to calculate sums?
07:47 Webinar introduction: what are we building and why?
12:46 Creating a new document and planning your solution
17:20 Deciding which data tables you need
18:35 Importing data from Excel into a new table, and formatting columns
21:02 Adding new columns
21:44 Adding new tables
23:44 Importing data into an existing table
25:25 Applying a formula to data during import
26:46 Relating data across tables with reference columns
30:35 Linking related data in two widgets
31:46 Understanding the difference between VIEWS of data and DATA TABLES
34:10 Formulas! Understanding formulas in Grist
35:35 Tips when using the AI Formula Assistant to write Python formulas
38:48 Using lookups and sum shortcuts in the “Add Column” menu
42:39 From the top! Adding another use case to this solution by reviewing what we’ve learned so far
46:55 Access rules! Reviewing the default rules
48:33 Creating user attributes in Access Rules
51:15 Setting default rules for new table rules
52:38 Creating row-level access rules with user attributes (and some troubleshooting!)
56:49 Understanding reference columns, their values, and how to include them in access rules
01:01:02 Previewing access rules as other team members
01:03:00 Conditional formatting


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Grist’s AI Formula Assistant simplifies the hardest part of spreadsheets — formulas. In April’s webinar we’ll share tips on how to get the most out of the assistant.

Join us on April 25th at 3pm ET!

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Are the demo sites from webinars publicly available? I thought I might find them at public.getgrist.com, but that doesn’t seem to be so.

(I’d specifically like to see the workings of the “leaving comments” methods at the start of this video.)