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Relationships: When to Use, How to Build (45:53)

Relationships: When to Use, How to Build (45:53)

Creating relationships between tables is the most efficient way to manage and report on your data.

About this course

 

Relationships:  When to Use, How to Build 

Relationships are key to managing and reporting your data.

In this course we discuss what relationships are and how they work.  Then we build a few relationships to see them in action and along the way define some key terms and features.

In this course, learn to:

      • Define how relationships work
      • Create relationships
      • Embed reports
      • Add Summary and Reference fields

View the Help topic on table relationships

 

Curriculum

  • Relationships - The Basics
  • Adding a One-to-Many Relationship (4:41)
  • Editing Child Records with Related Parent Records and Vice Versa (5:39)
  • Adding Another Table Using Connected Data (3:39)
  • Adding a Table from Scratch with a Table-to-Table Relationship (6:02)
  • Adding Child Records with Related Parent Lookup Fields (4:31)
  • Class Discussion and Q&A (4:18)
  • Lookup and Summary Fields
  • Defining Terms – Lookup and Summary Fields (2:03)
  • Creating a Summary Field (5:40)
  • Creating a Summary Field Based on Matching Criteria (4:46)
  • Creating a Summary Field with Calculations (4:29)

About this course

 

Relationships:  When to Use, How to Build 

Relationships are key to managing and reporting your data.

In this course we discuss what relationships are and how they work.  Then we build a few relationships to see them in action and along the way define some key terms and features.

In this course, learn to:

      • Define how relationships work
      • Create relationships
      • Embed reports
      • Add Summary and Reference fields

View the Help topic on table relationships

 

Curriculum

  • Relationships - The Basics
  • Adding a One-to-Many Relationship (4:41)
  • Editing Child Records with Related Parent Records and Vice Versa (5:39)
  • Adding Another Table Using Connected Data (3:39)
  • Adding a Table from Scratch with a Table-to-Table Relationship (6:02)
  • Adding Child Records with Related Parent Lookup Fields (4:31)
  • Class Discussion and Q&A (4:18)
  • Lookup and Summary Fields
  • Defining Terms – Lookup and Summary Fields (2:03)
  • Creating a Summary Field (5:40)
  • Creating a Summary Field Based on Matching Criteria (4:46)
  • Creating a Summary Field with Calculations (4:29)