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Duration 14 hours
Course Outline
Notion Fundamentals and Database Concepts
- An overview of Notion blocks, page structure, and workspace management.
- Understanding core components: properties, records, and basic relations.
- Establishing design principles for scalable Notion databases.
Designing Relational Databases in Notion
- Building linked databases and defining inter-record relations.
- Leveraging rollups to display aggregated insights.
- Selecting appropriate property types and implementing schema design patterns.
Building Views and Interactive Dashboards
- Generating table, kanban, calendar, gallery, and timeline views.
- Applying filters, sorts, and groupings to create insight-driven views.
- Synthesising linked views to form cohesive, unified dashboards.
Data Import, Export, and Sync Strategies
- Importing CSV files and migrating existing spreadsheets into Notion.
- Utilising integrations and connectors for continuous data synchronisation.
- Adopting best practices to ensure data integrity during transfers.
Formulas, Rollups, and Automations
- Writing Notion formulas to create calculated properties.
- Implementing advanced rollup patterns for key metrics and KPIs.
- Automating routine updates through Notion integrations and third-party tools.
Designing Dashboards for Goals and Project Tracking
- Aligning project workflows with relational tables and corresponding views.
- Creating goal-tracking dashboards featuring clear progress indicators.
- Establishing review and reporting workflows for key stakeholders.
Analytics and Reporting Techniques
- Designing metric-centric pages and summary tiles.
- Exporting curated datasets for external analytical processing.
- Utilising rollups and formulas to build lightweight analytics solutions.
Collaboration, Permissions, and Governance
- Administering workspace permissions and effective sharing strategies.
- Designing templates and governance policies to ensure consistent usage.
- Maintaining and refactoring databases as organisational needs evolve.
Summary and Next Steps
Requirements
- A foundational grasp of data organisation and spreadsheet management.
- Familiarity with standard productivity software tools.
- Confidence in navigating and using web-based applications.
Target Audience
- Data analysts.
- Business professionals.
- Power users dedicated to building complex dashboards and databases.
