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Designing Docs Course

Explore schema design best practices
MM
Maria Marquis
There's an infinite number of ways to design your doc, but you don't want to use the same tool for every job. That's where designing docs come into play. Explore the basics of schema design in this video series.

Lesson 1 - What is a schema?

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Lesson 2 - Set up your doc

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Try It!

Take a look at the bulleted list and create a table to meet those needs by clicking Explore and choosing Tables

What our doc needs:

Company name
Primary Contact
Status of deal
Deal amount

Lesson 3 - Schema 1 - One Big Table

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Try It!

Add a row
Add a column
Group by Company
One Big Table
Company
Contact
Contact Email
Opportunity
Opp. Size
Opp. Status
Notes
ABC Co.
Adam Davis
adam@abcco.com
Marketing Team (500)
$25,000.00
​
ABC Co.
Maria Marquez
maria@abcco.com
Product Team (100)
$10,000.00
​
XYZ Inc.
Polly Rose
polly@xyzinc.com
Engineering Team (250)
$15,000.00
​
XYZ Inc.
Joel Davis
joel@xyzinc.com
HR Team (25)
$5,000.00
​
There are no rows in this table
4
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Lesson 4 - Schema 2 - Star

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Try It!

Add a new company to the Companies table
Find your new customer in the dropdown list
Create a priority table
Add a column for priority and set the format to lookup
Companies
Company Name
Total Employees
ABC Co.
4000
XYZ Inc.
550
There are no rows in this table
2
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Star
Company
Contact
Contact Email
Opportunity
Opp. Size
Opp. Status
Notes
Adam Davis
adam@abcco.com
Marketing Team (500)
$25,000.00
​
Maria Marquez
maria@abcco.com
Product Team (100)
$10,000.00
​
Polly Rose
polly@xyzinc.com
Engineering Team (250)
$15,000.00
​
Joel Davis
joel@xyzinc.com
HR Team (25)
$5,000.00
​
There are no rows in this table
4
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Lesson 5 - Schema 3 - Master/Detail

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Try It!

Update the All Deals table and then see what happens in the Deal Board
Add a new salesperson to the deal dashboard
Deal Dashboard
Salesperson
Quota
Amount Closed
Percent of Quota
$100,000
$25,000.00
25%
$100,000
$12,500.00
13%
$35,000
$6,000.00
17%
$250,000
$25,000.00
10%
There are no rows in this table
4
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All Deals
Deal Name
Company
Date
Amount
Owner
Marketing Team (500)
ABC Co.
3/6/2020
$25,000.00
Product Team (100)
XYZ Inc.
3/6/2020
$10,000.00
Engineering Team (250)
ABC Co.
3/8/2020
$15,000.00
HR Team (25)
LMNO Ops
3/6/2020
$5,000.00
Ops Team (150)
LMNO Ops
3/7/2020
$12,500.00
C-Suite (12)
ABC Co.
3/5/2020
$1,000.00
There are no rows in this table
6
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Lesson 6 - Schema 4 - Multidimensional

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Try It!

Pick a contact, and then hover to review that contact's company record
Create a view that shows all deals greater than $25,000
Contacts
First Name
Last Name
Full Name
Role
Email
Company Name
Decision Maker?
Phone Number
Address
Date Created
Creator
Assigned Team Member
Zeus
Ortiz
Zeus Ortiz
mus@arcu.edu
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
9/22/2017, 1:35 PM
Buck Dubois
Portia
Page
Portia Page
Nulla.dignissim.Maecenas@duinec.net
(659) 870-4305
Ap #559-3340 Proin Road
9/22/2017, 1:35 PM
Felix Marlin
Ferris
Bass
Ferris Bass
Quisque@tristiquepharetra.org
(557) 741-5213
343-4489 Augue, St.
9/22/2017, 1:35 PM
Lola Tseudonym
Fletcher
Hansen
Fletcher Hansen
at.iaculis.quis@sem.co.uk
(359) 439-8840
333-195 Sapien, Avenue
9/22/2017, 1:35 PM
Joel Davis
Hamilton
Sparks
Hamilton Sparks
rutrum.non@velitdui.co.uk
(603) 521-2997
8424 Donec Rd.
9/22/2017, 1:35 PM
Adam Davis
Bertha
Valentine
Bertha Valentine
lorem@disparturient.org
(901) 318-1102
4185 Sed St.
9/22/2017, 1:35 PM
Mary Jones
Brenda
Burris
Brenda Burris
Pellentesque.habitant.morbi@velitPellentesque.co.uk
(328) 889-6823
P.O. Box 967, 2211 Justo St.
9/22/2017, 1:35 PM
Buck Dubois
Yolanda
Rush
Yolanda Rush
neque.tellus.imperdiet@ante.org
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
9/22/2017, 1:35 PM
Polly Rose
There are no rows in this table
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Company
Company Name
Number of employees
Industry
A Facilisis Non Corporation
2,000
Ac Mattis Industries
320
Ac Sem Ut Institute
450
Ac Sem Ut LLC
10,000
Adipiscing Consulting
380
Amet Ltd
500
Ante Company
1,230
Arcu Corp.
5,000
There are no rows in this table
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Full Deal List
Company
Primary Contact
Deal Amount
$10,000.00
$26,000.00
$35,000.00
$8,000.00
$45,000.00
$12,000.00
$3,500.00
There are no rows in this table
7
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Lesson 7 - Check your work

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Try It!

Update one of the rows
Set one of the owners to null
Add a column for # of deals for the companies
Check your work
Company Name
Phone Number
Address
Date Created
Assigned Team Member
Team
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
10/5/2017, 2:02 PM
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
10/5/2017, 2:02 PM
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
10/5/2017, 2:02 PM
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
10/5/2017, 2:02 PM
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
10/5/2017, 2:02 PM
Amet Ltd
(901) 318-1102
4185 Sed St.
10/5/2017, 2:02 PM
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
10/5/2017, 2:02 PM
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/5/2017, 2:02 PM
Augue Eu Industries
(997) 154-3086
306-5934 Egestas. Rd.
10/5/2017, 2:02 PM
Class Consulting
(995) 574-4599
Ap #852-8358 Est Rd.
10/5/2017, 2:02 PM
Convallis In Inc.
(659) 373-0785
8454 Varius Road
10/5/2017, 2:02 PM
Curabitur Consulting
(773) 266-5869
Ap #811-2943 Sit Street
10/5/2017, 2:02 PM
Curabitur Consulting
(975) 269-3580
Ap #930-7099 Sem Avenue
10/5/2017, 2:02 PM
Curabitur Consulting
(467) 606-1535
786-2594 Diam. Road
10/5/2017, 2:02 PM
Dictum Cursus Nunc PC
(692) 932-4582
Ap #417-4117 Interdum St.
10/5/2017, 2:02 PM
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/5/2017, 2:02 PM
There are no rows in this table
16
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Lesson 8 - Master and individual views

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Try It!

Make a change to the Master View table by assigning to Polly
Review Polly's dashboards to see the updates

Polly's View
Company Name
Phone Number
Address
Date Created
Assigned Team Member
Amet Ltd
(901) 318-1102
4185 Sed St.
10/4/2019
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/4/2019
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/4/2019
No results from filter
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Master View
Company Name
Phone Number
Address
Date Created
Assigned Team Member
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
10/4/2019
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
10/4/2019
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
10/4/2019
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
10/4/2019
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
10/4/2019
Amet Ltd
(901) 318-1102
4185 Sed St.
10/4/2019
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
10/4/2019
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/4/2019
Augue Eu Industries
(997) 154-3086
306-5934 Egestas. Rd.
10/4/2019
Class Consulting
(995) 574-4599
Ap #852-8358 Est Rd.
10/4/2019
Convallis In Inc.
(659) 373-0785
8454 Varius Road
10/4/2019
Curabitur Consulting
(773) 266-5869
Ap #811-2943 Sit Street
10/4/2019
Curabitur Consulting
(975) 269-3580
Ap #930-7099 Sem Avenue
10/4/2019
Curabitur Consulting
(467) 606-1535
786-2594 Diam. Road
10/4/2019
Dictum Cursus Nunc PC
(692) 932-4582
Ap #417-4117 Interdum St.
10/4/2019
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/4/2019
There are no rows in this table
16
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Lesson 9 - Master, individual and team views

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Try It!

Make a change in each of the views and see how it impacts the other locations
Polly's View 2
Company Name
Phone Number
Address
Date Created
Assigned Team Member
Amet Ltd
(901) 318-1102
4185 Sed St.
10/5/2017, 2:02 PM
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/5/2017, 2:02 PM
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/5/2017, 2:02 PM
No results from filter
3
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EMEA Team View
Company Name
Phone Number
Address
Date Created
Assigned Team Member
Team
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
10/5/2017, 2:02 PM
Amet Ltd
(901) 318-1102
4185 Sed St.
10/5/2017, 2:02 PM
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/5/2017, 2:02 PM
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/5/2017, 2:02 PM
No results from filter
4
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Master View 2
Company Name
Phone Number
Address
Date Created
Assigned Team Member
Team
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
10/5/2017, 2:02 PM
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
10/5/2017, 2:02 PM
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
10/5/2017, 2:02 PM
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
10/5/2017, 2:02 PM
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
10/5/2017, 2:02 PM
Amet Ltd
(901) 318-1102
4185 Sed St.
10/5/2017, 2:02 PM
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
10/5/2017, 2:02 PM
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/5/2017, 2:02 PM
Augue Eu Industries
(997) 154-3086
306-5934 Egestas. Rd.
10/5/2017, 2:02 PM
Class Consulting
(995) 574-4599
Ap #852-8358 Est Rd.
10/5/2017, 2:02 PM
Convallis In Inc.
(659) 373-0785
8454 Varius Road
10/5/2017, 2:02 PM
Curabitur Consulting
(773) 266-5869
Ap #811-2943 Sit Street
10/5/2017, 2:02 PM
Curabitur Consulting
(975) 269-3580
Ap #930-7099 Sem Avenue
10/5/2017, 2:02 PM
Curabitur Consulting
(467) 606-1535
786-2594 Diam. Road
10/5/2017, 2:02 PM
Dictum Cursus Nunc PC
(692) 932-4582
Ap #417-4117 Interdum St.
10/5/2017, 2:02 PM
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/5/2017, 2:02 PM
There are no rows in this table
16
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Lesson 10 - Master and time views

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Try It!

Make a change to the master table
Select a new timeframe from the dropdown menu

Timeframe -
Jan 1, 1 - Dec 31, 3999
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Master Time
Company Name
Phone Number
Address
Date Created
Assigned Team Member
Team
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
1/15/2018
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
1/16/2018
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
1/18/2018
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
1/26/2018
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
1/27/2018
Amet Ltd
(901) 318-1102
4185 Sed St.
2/28/2018
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
2/14/2018
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
2/8/2018
Augue Eu Industries
(997) 154-3086
306-5934 Egestas. Rd.
2/19/2018
Class Consulting
(995) 574-4599
Ap #852-8358 Est Rd.
2/23/2018
Convallis In Inc.
(659) 373-0785
8454 Varius Road
3/22/2018
Curabitur Consulting
(773) 266-5869
Ap #811-2943 Sit Street
3/15/2018
Curabitur Consulting
(975) 269-3580
Ap #930-7099 Sem Avenue
3/5/2018
Curabitur Consulting
(467) 606-1535
786-2594 Diam. Road
3/16/2018
Dictum Cursus Nunc PC
(692) 932-4582
Ap #417-4117 Interdum St.
3/15/2018
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
2/23/2018
There are no rows in this table
16
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Add your email to the table below
Click the button below to email your Designing Docs Diploma

Lesson 1 - What is a schema?
Lesson 2 - Set up your doc
Try It!
What our doc needs:
Lesson 3 - Schema 1 - One Big Table
Try It!
One Big Table
Lesson 4 - Schema 2 - Star
Try It!
Companies
Star
Lesson 5 - Schema 3 - Master/Detail
Try It!
Deal Dashboard
All Deals
Lesson 6 - Schema 4 - Multidimensional
Try It!
Contacts
Company
Full Deal List
Lesson 7 - Check your work
Try It!
Check your work
Lesson 8 - Master and individual views
Try It!
Polly's View
Master View
Lesson 9 - Master, individual and team views
Try It!
Polly's View 2
EMEA Team View
Master View 2
Lesson 10 - Master and time views
Try It!
Timeframe - 1/1/1, 12/31/3999
Master Time
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