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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?
Lesson 2 - Set up your doc
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
Try It!
Add a row
Add a column
Group by Company
One Big Table
Company
Contact
Contact Email
Opportunity
Opp. Size
Opp. Status
Notes
1
ABC Co.
Adam Davis
adam@abcco.com
Marketing Team (500)
$25,000.00
Lost
2
ABC Co.
Maria Marquez
maria@abcco.com
Product Team (100)
$10,000.00
In Progress
3
XYZ Inc.
Polly Rose
polly@xyzinc.com
Engineering Team (250)
$15,000.00
Won
4
XYZ Inc.
Joel Davis
joel@xyzinc.com
HR Team (25)
$5,000.00
In Progress
There are no rows in this table
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Lesson 4 - Schema 2 - Star
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
1
ABC Co.
4000
2
XYZ Inc.
550
There are no rows in this table
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Star
Company
Contact
Contact Email
Opportunity
Opp. Size
Opp. Status
Notes
There are no rows in this table
4
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Lesson 5 - Schema 3 - Master/Detail
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
1
$100,000
$25,000.00
25%
2
$100,000
$12,500.00
13%
3
$35,000
$6,000.00
17%
4
$250,000
$25,000.00
10%
There are no rows in this table
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All Deals
Deal Name
Company
Date
Amount
Owner
1
Marketing Team (500)
ABC Co.
3/6/2020
$25,000.00
Maria Marquis
2
Product Team (100)
XYZ Inc.
3/6/2020
$10,000.00
Polly Rose
3
Engineering Team (250)
ABC Co.
3/8/2020
$15,000.00
Polly Rose
4
HR Team (25)
LMNO Ops
3/6/2020
$5,000.00
Adam Davis
5
Ops Team (150)
LMNO Ops
3/7/2020
$12,500.00
Mary Jones
6
C-Suite (12)
ABC Co.
3/5/2020
$1,000.00
Adam Davis
There are no rows in this table
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Lesson 6 - Schema 4 - Multidimensional
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
1
Zeus
Ortiz
Zeus Ortiz
Director of Sales
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
9/22/2017, 1:35 PM
Molly
2
Portia
Page
Portia Page
Marketing
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
9/22/2017, 1:35 PM
Joe
3
Ferris
Bass
Ferris Bass
VP of Ops
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
9/22/2017, 1:35 PM
Evan
4
Fletcher
Hansen
Fletcher Hansen
Sales
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
9/22/2017, 1:35 PM
Joe
5
Hamilton
Sparks
Hamilton Sparks
Sales
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
9/22/2017, 1:35 PM
Evan
6
Bertha
Valentine
Bertha Valentine
Marketing Manager
Amet Ltd
(901) 318-1102
4185 Sed St.
9/22/2017, 1:35 PM
Evan
7
Brenda
Burris
Brenda Burris
QA
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
9/22/2017, 1:35 PM
Joe
8
Yolanda
Rush
Yolanda Rush
Engineer
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
9/22/2017, 1:35 PM
Molly
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Company
Company Name
Number of employees
Industry
There are no rows in this table
Full Deal List
Company
Primary Contact
Deal Amount
1
A Facilisis Non Corporation
Yolanda Rush
$10,000.00
2
Ac Sem Ut Institute
Bertha Valentine
$26,000.00
3
Ante Company
Portia Page
$35,000.00
4
Adipiscing Consulting
Hamilton Sparks
$8,000.00
5
Ac Sem Ut Institute
Fletcher Hansen
$45,000.00
6
Arcu Corp.
Ferris Bass
$12,000.00
7
Ac Sem Ut Institute
Zeus Ortiz
$3,500.00
There are no rows in this table
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Lesson 7 - Check your work
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
1
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
10/5/2017, 2:02 PM
NATAM
2
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
10/5/2017, 2:02 PM
EMEA
3
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
10/5/2017, 2:02 PM
NATAM
4
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
10/5/2017, 2:02 PM
APAC
5
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
10/5/2017, 2:02 PM
NATAM
6
Amet Ltd
(901) 318-1102
4185 Sed St.
10/5/2017, 2:02 PM
EMEA
7
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
10/5/2017, 2:02 PM
NATAM
8
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/5/2017, 2:02 PM
EMEA
9
Augue Eu Industries
(997) 154-3086
306-5934 Egestas. Rd.
10/5/2017, 2:02 PM
NATAM
10
Class Consulting
(995) 574-4599
Ap #852-8358 Est Rd.
10/5/2017, 2:02 PM
APAC
11
Convallis In Inc.
(659) 373-0785
8454 Varius Road
10/5/2017, 2:02 PM
APAC
12
Curabitur Consulting
(773) 266-5869
Ap #811-2943 Sit Street
10/5/2017, 2:02 PM
APAC
13
Curabitur Consulting
(975) 269-3580
Ap #930-7099 Sem Avenue
10/5/2017, 2:02 PM
NATAM
14
Curabitur Consulting
(467) 606-1535
786-2594 Diam. Road
10/5/2017, 2:02 PM
NATAM
15
Dictum Cursus Nunc PC
(692) 932-4582
Ap #417-4117 Interdum St.
10/5/2017, 2:02 PM
NATAM
16
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/5/2017, 2:02 PM
EMEA
There are no rows in this table
16
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Lesson 8 - Master and individual views
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
1
Amet Ltd
(901) 318-1102
4185 Sed St.
10/4/2019
2
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/4/2019
3
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/4/2019
No results from filter
3
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Master View
Company Name
Phone Number
Address
Date Created
Assigned Team Member
1
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
10/4/2019
2
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
10/4/2019
3
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
10/4/2019
4
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
10/4/2019
5
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
10/4/2019
6
Amet Ltd
(901) 318-1102
4185 Sed St.
10/4/2019
7
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
10/4/2019
8
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/4/2019
9
Augue Eu Industries
(997) 154-3086
306-5934 Egestas. Rd.
10/4/2019
10
Class Consulting
(995) 574-4599
Ap #852-8358 Est Rd.
10/4/2019
11
Convallis In Inc.
(659) 373-0785
8454 Varius Road
10/4/2019
12
Curabitur Consulting
(773) 266-5869
Ap #811-2943 Sit Street
10/4/2019
13
Curabitur Consulting
(975) 269-3580
Ap #930-7099 Sem Avenue
10/4/2019
14
Curabitur Consulting
(467) 606-1535
786-2594 Diam. Road
10/4/2019
15
Dictum Cursus Nunc PC
(692) 932-4582
Ap #417-4117 Interdum St.
10/4/2019
16
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
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
1
Amet Ltd
(901) 318-1102
4185 Sed St.
10/5/2017, 2:02 PM
2
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/5/2017, 2:02 PM
3
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
1
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
10/5/2017, 2:02 PM
EMEA
2
Amet Ltd
(901) 318-1102
4185 Sed St.
10/5/2017, 2:02 PM
EMEA
3
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/5/2017, 2:02 PM
EMEA
4
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/5/2017, 2:02 PM
EMEA
No results from filter
4
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Master View 2
Company Name
Phone Number
Address
Date Created
Assigned Team Member
Team
1
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
10/5/2017, 2:02 PM
NATAM
2
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
10/5/2017, 2:02 PM
EMEA
3
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
10/5/2017, 2:02 PM
NATAM
4
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
10/5/2017, 2:02 PM
APAC
5
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
10/5/2017, 2:02 PM
NATAM
6
Amet Ltd
(901) 318-1102
4185 Sed St.
10/5/2017, 2:02 PM
EMEA
7
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
10/5/2017, 2:02 PM
NATAM
8
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/5/2017, 2:02 PM
EMEA
9
Augue Eu Industries
(997) 154-3086
306-5934 Egestas. Rd.
10/5/2017, 2:02 PM
NATAM
10
Class Consulting
(995) 574-4599
Ap #852-8358 Est Rd.
10/5/2017, 2:02 PM
APAC
11
Convallis In Inc.
(659) 373-0785
8454 Varius Road
10/5/2017, 2:02 PM
APAC
12
Curabitur Consulting
(773) 266-5869
Ap #811-2943 Sit Street
10/5/2017, 2:02 PM
APAC
13
Curabitur Consulting
(975) 269-3580
Ap #930-7099 Sem Avenue
10/5/2017, 2:02 PM
NATAM
14
Curabitur Consulting
(467) 606-1535
786-2594 Diam. Road
10/5/2017, 2:02 PM
NATAM
15
Dictum Cursus Nunc PC
(692) 932-4582
Ap #417-4117 Interdum St.
10/5/2017, 2:02 PM
NATAM
16
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/5/2017, 2:02 PM
EMEA
There are no rows in this table
16
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Lesson 10 - Master and time views
Try It!
Make a change to the master table
Select a new timeframe from the dropdown menu
Timeframe - Everything
Everything
Master Time
Company Name
Phone Number
Address
Date Created
Assigned Team Member
Team
1
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
1/15/2018
NATAM
2
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
1/16/2018
EMEA
3
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
1/18/2018
NATAM
4
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
1/26/2018
APAC
5
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
1/27/2018
NATAM
6
Amet Ltd
(901) 318-1102
4185 Sed St.
2/28/2018
EMEA
7
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
2/14/2018
NATAM
8
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
2/8/2018
EMEA
9
Augue Eu Industries
(997) 154-3086
306-5934 Egestas. Rd.
2/19/2018
NATAM
10
Class Consulting
(995) 574-4599
Ap #852-8358 Est Rd.
2/23/2018
APAC
11
Convallis In Inc.
(659) 373-0785
8454 Varius Road
3/22/2018
APAC
12
Curabitur Consulting
(773) 266-5869
Ap #811-2943 Sit Street
3/15/2018
APAC
13
Curabitur Consulting
(975) 269-3580
Ap #930-7099 Sem Avenue
3/5/2018
NATAM
14
Curabitur Consulting
(467) 606-1535
786-2594 Diam. Road
3/16/2018
NATAM
15
Dictum Cursus Nunc PC
(692) 932-4582
Ap #417-4117 Interdum St.
3/15/2018
NATAM
16
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
2/23/2018
EMEA
There are no rows in this table
16
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