How to Create an App (Database) That Works with Excel

Hello, this is Eddie from AppSheet here to help you create an app based database that works with your Excel spreadsheet Here you can see that I’ve pre-populated a simple Excel spreadsheet with column row headers and data for employee directory database It’s important that our column headers are always located on the first row for app sheet to be able to interpret our data structure So here you can see that we’re starting with name title department Office address start date employee phone birthday and image, of course, depending on your use case You can just as easily make a database app that works at inventory properties driver jobs Customer orders or just about anything you could throw in a spreadsheet you can find this particular Sample data in the video description if you’d like to get started building your own app So to get started let’s head over to app sheet comm from here. We’ll start for free We’ll hit new app Keep in mind if you’re it’s your first time signing in app sheet will ask you to create a new account and you’ll have to Integrate your data source and here we’ll start with our own data We’ll call this employee directory database And we’ll choose our data in this case since we’re using Excel Let’s go ahead and use our onedrive we could also use Dropbox or a box if we wanted We’ll find our spreadsheet Excel zap so here you can see that apps should has taken our existing spreadsheet and It’s extracted the data structure and pre-populated an app It’s taken its best guess a lot of our features and functionalities But we’ll definitely want to clean it up to start with we’ll head over to our data tab and here you can see that app sheet has pulled in our employees table if we wanted to make use of the other tables we easily could but in this case our employees table is more than sufficient We can see that app sheet has allowed adds and deletes so we can do that from our app if we wanted to change this So you could not do specific tasks like adding new rows or deleting new rows We could also incorporate that into our app just by unchecking these boxes from here let’s jump over to columns and you can see that app sheet has Done its best to understand what type of data each column is And normally it gets it right, but we’ll just double check and make sure that everything is good to go Looks like that’s the case here in the slices section If we wanted to we could easily create a subset of our data. For instance. We could say that people in the Bellevue office Would be part of their own slice and we would just create a row filter condition for that, but we’ll skip that for now We’ll head over to the UX And here is where a lot of the magic happens You can see that this employees view corresponds this employee preview view that we’re watching over in the right And if we wanted to we could easily change that into a table or a gallery But let’s actually just go ahead and stick with the deck view Let’s actually group these by department and we’ll sort it. Let’s do this alphabetical order Great so now we have accounting Business Development Engineering Human Resources legal and so forth from here Let’s jump down to our display icon and let’s actually change this to a head So now we have a head icon for employees And let’s go ahead and save this view And here you can see that we have our map view in reality. This isn’t all that useful. We only have two offices So I’m gonna go ahead and delete this view But in its place I’m going to actually create a new form view Already call it new employee There’s on the right and Let’s Give this a appropriate form icon And we will save that So now we have our primary employees view And we could actually create a new employee just from there But I’ve also created an extra new employee form view that we can access at any time with apps You can have up to five views in the bottom menu and you could create additional views for the side menu We could also customize our brand we could change our app logo in this case. Let’s have a Checklist, it looks a bit like a directory and we could also create format rules and bold and highlight different parts of our app in this case let’s actually take our and Let’s apply Simple Bolton to that save that and now we have bolded employee names So one quick thing I’ll show you as well Is this preview other form factor section, which allows you to test out your app at any time? So here you can see what it would look like in a mobile view we could rotate it We’d see this on a tablet We could also see this in our full screen web app Of course we could enter into each person we’d see more of their details we could call text email them And that is how you preview your app So jumping back over to our editor. Let’s head over to our behavior section here in the actions we could create a new action for instance if we wanted to create shortcuts to jump to another app or another view or Start texts or phone calls or emails we could easily do so by creating an action. We could also create a workflow for instance We could say whenever a new employee is loaded into the system. We could go ahead and email our boss And we could also create reports in this case, I’ll create a simple report. We’ll call it monthly headcount And we’ll just say that every month for our table employees, let’s go ahead and email our boss at app she calm So here another security section we can specify whether we want this to be a public or private app in this case since we do Have personal contact information. Well, of course keep it a private app, and we’ll have Microsoft be our education provider And one thing I’ll point out as well is that at any time we can head over to users and we could add users to Test the app or share the completed app with users just through this panel, but from here let’s go ahead and jump over to not deployed and This will run our deployment check and we can see that despite a few warnings. We are good to go So we’re going to move our app to a deployed State. So here you can see my personal smartphone I’ll go ahead and go to Outlook and I will find the install link Go ahead and create our shortcut We’ll add this to our home screen now You can see that we have our employee directory database So within our app we have our new form where we can add an employee at any time we can jump over To find any of our employees we click in we can text them we could email them And Keep in mind that any changes that we make on this app. Will then be automatically synced to our Spreadsheet through the cloud and that is how you build an app based database directly from Excel Keep in mind that with app sheet You can also connect to the platform to other data sources like Google sheets forms and Docs equals Databases and other cloud software like smartsheet and Salesforce to build your apps from wherever your data lives So let us know what you think We’d love to hear from you in the comments and when you’re ready head over to Apps EUCOM to get started building your first app Thank you so much for watching