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.

Timestamps

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

Links:

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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.)

Hi @ToddZ ,

You can see that example here: Comments Table, Notepad, Markdown - Grist

Thanks,
Natalie

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Ah, great – thank you! (If there was a way to discover that, I missed it.)