Share
Explore

icon picker
Designing Docs Course

Explore schema design best practices
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?

Loading…

Lesson 2 - Set up your doc

Loading…

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

Loading…

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
Marketing Team (500)
$25,000.00
ABC Co.
Maria Marquez
Product Team (100)
$10,000.00
XYZ Inc.
Polly Rose
Engineering Team (250)
$15,000.00
XYZ Inc.
Joel Davis
HR Team (25)
$5,000.00
There are no rows in this table
4
Count


Lesson 4 - Schema 2 - Star

Loading…

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
Count
Star
Company
Contact
Contact Email
Opportunity
Opp. Size
Opp. Status
Notes
Adam Davis
Marketing Team (500)
$25,000.00
Maria Marquez
Product Team (100)
$10,000.00
Polly Rose
Engineering Team (250)
$15,000.00
Joel Davis
HR Team (25)
$5,000.00
There are no rows in this table
4
Count


Lesson 5 - Schema 3 - Master/Detail

Loading…

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
Count

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
Count


Lesson 6 - Schema 4 - Multidimensional

Loading…

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
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
9/22/2017, 1:35 PM
Portia
Page
Portia Page
(659) 870-4305
Ap #559-3340 Proin Road
9/22/2017, 1:35 PM
Ferris
Bass
Ferris Bass
(557) 741-5213
343-4489 Augue, St.
9/22/2017, 1:35 PM
Fletcher
Hansen
Fletcher Hansen
(359) 439-8840
333-195 Sapien, Avenue
9/22/2017, 1:35 PM
Hamilton
Sparks
Hamilton Sparks
(603) 521-2997
8424 Donec Rd.
9/22/2017, 1:35 PM
Bertha
Valentine
Bertha Valentine
(901) 318-1102
4185 Sed St.
9/22/2017, 1:35 PM
Brenda
Burris
Brenda Burris
(328) 889-6823
P.O. Box 967, 2211 Justo St.
9/22/2017, 1:35 PM
Yolanda
Rush
Yolanda Rush
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
9/22/2017, 1:35 PM
There are no rows in this table
8
Count

Company
Company Name
Number of employees
Industry
450
10,000
500
1,230
5,000
There are no rows in this table
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
Count

Lesson 7 - Check your work

Loading…

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
Count

Lesson 8 - Master and individual views

Loading…

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
3
Count
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
Count

Lesson 9 - Master, individual and team views

Loading…

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
Count

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
Count

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
Count

Lesson 10 - Master and time views

Loading…

Try It!

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

Timeframe -
Jan 1, 1 - Dec 31, 3999


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
Count

Add your email to the table below
Click the button below to email your Designing Docs Diploma

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.