Migrating data from Excel to Grist: Team Expenses - January 23, 2025 скачать в хорошем качестве

Migrating data from Excel to Grist: Team Expenses - January 23, 2025

In January, we said goodbye to spreadsheet chaos! In this video, we demonstrate how Grist improves upon Excel-based expense tracking. Watch as we walk through ipmorting data from Excel and Google Sheets, setting up intuitive dashboards, and managing access control with ease. 01:30 Overview of typical expense workflow in Excel 03:58 Importing data into Grist 05:33 Changing column type and cell format 07:53 Formulas in Grist 08:30 Extract month/year from Date using strftime() 10:32 Data Cleaning: Converting values to title case 12:46 ❔ User Question: If multiple users are in the document, can we see the cursor of other users, similar to Sheets? 14:10 Creating a summary table 16:03 Linking summary tables 17:48 Rearranging widgets 20:00 Charts 21:13 Creating dynamic charts 22:24 💡Tip: Collapse widgets to simplify your view 23:44 💡Tip: Using formulas to transform data during import 26:32 Access Rules 28:52 User Attributes (user.Name, user.Email) and trigger formulas 32:24 Adding Table Rules 32:47 Restricting row-level access with email 34:44 Restricting access to columns 35:12 Restricting access to tables 37:34 Summarizing workflow improvements 38:53 ❔ User Question: Can we remove the editing bar on the right-hand side? 39:48 ❔ User Question: Is there a way to limit users from editing records from previous months? 40:35 ❔ User Question: What do the letters mean for each permission in access rules and what does the grey color mean? 42:44 ❔ User Question: How to set up a document for two users with different preferences? 45:31 ❔ User Question: How can I add explanations for columns/widgets? 46:26 ❔ User Question: What are some common mistakes when migrating from Excel/Sheets to Grist? Useful links: GetGrist.com | Resources | Webinars: https://www.getgrist.com/webinars/ Community Forum: https://community.getgrist.com/ Help Center: https://support.getgrist.com/ 📰 Strftime() Cheat Sheet: https://strftime.org/ 📺 Access Rules Webinar:    • Access Rules - Mar 16, 2022   Document shown: Expense Tracking for Teams: https://templates.getgrist.com/55Q2Et...