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 Duration 14 hours

Course Outline

Notion Essentials and Database Principles

  • An overview of Notion blocks, pages, and workspace structure
  • Exploring properties, records, and foundational relationships
  • Core design principles for building scalable Notion databases

Structuring Relational Databases in Notion

  • Establishing linked databases and defining relationships
  • Utilising rollups to display aggregated data
  • Selecting appropriate property types and schema design patterns

Developing Views and Interactive Dashboards

  • Implementing table, kanban, calendar, gallery, and timeline views
  • Applying filters, sorting, and grouping to drive insights
  • Merging linked views to construct cohesive dashboards

Data Import, Export, and Synchronisation Strategies

  • Importing CSV files and migrating spreadsheet data into Notion
  • Using integrations and connectors for continuous synchronisation
  • Maintaining data integrity best practices during transfers

Formulas, Rollups, and Automation

  • Crafting Notion formulas for derived properties
  • Advanced rollup techniques for tracking metrics and KPIs
  • Automating routine updates through Notion integrations and tools

Creating Dashboards for Goals and Project Management

  • Mapping project workflows to relational tables and views
  • Building goal-tracking dashboards with progress indicators
  • Setting up review and reporting processes for stakeholders

Analytics and Reporting Methods

  • Designing metric-focused pages and summary widgets
  • Exporting refined data for external analysis
  • Leveraging rollups and formulas for lightweight analytics

Collaboration, Access Control, and Governance

  • Overseeing workspace permissions and sharing protocols
  • Template design and governance to ensure consistent usage
  • Maintaining and refactoring databases as requirements change

Recap and Future Directions

Requirements

  • A solid grasp of fundamental data organisation and spreadsheet usage
  • Experience with standard productivity software
  • Confidence in navigating web-based applications

Target Audience

  • Data analysts
  • Business professionals
  • Advanced users seeking to build dashboards and databases

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