Ragic Learning Map

What Will You Learn?

• The recommended learning path for Ragic, so you know where to start and what each step is for
• Which steps are required and which are elective based on your needs
• What becomes possible at each stage, from basic sheets and team collaboration to automated workflows and data analysis

Once you've registered for Ragic, you're ready to start building your database. This article serves as your learning map, guiding you through each key step with linked courses along the way. Follow the path to build a fully functional database for your team and learn how to make the most of your data.

Building Your Database

Creating Sheets

Sheets are the foundation of your database, so the first step is designing sheets that fit your needs. Before diving in, take some time to understand Ragic's core concepts and plan your structure. Here are the courses for this stage.

• Start with Key Concepts & Interface Walkthrough to get familiar with Ragic's core concepts and interface.
• Next, go through 3 Steps to Build Your Database Structure to get a clear picture of how to plan your database structure.
• With your plan in place, learn how to Create a New Ragic Sheet step by step.
• You can also learn to Build Your Database with Ragic AI by describing your needs to quickly generate a database structure, then go into Design Mode to review and fine-tune the details.
• If a single record needs to track multiple line items, refer to Subtables: Managing Many Detailed Items Under One Entry.
• Formulas can automatically calculate values, dates, and more, saving you a lot of manual work. After designing your fields, check out the Applying Formulas course to learn how to use them.

Linking Sheets

After creating multiple sheets, learn how to Create Relationships Between Sheets with Link and Load, keeping data in sync across sheets, avoiding duplicate entry, and achieving a level of data consistency that paper forms and Excel simply can't match.

Managing Users and Access Rights

With your sheets ready, it's time to invite your team. Check out Inviting Team Members & Setting Access Rights to learn how to add users, create groups, and configure access rights.

Adding Data and Launching the Database

With everything set up, you're ready to start entering data and launch your database. Here are some courses to help you along the way.

• If you have existing data, check out Importing and Exporting Data with Excel to bring your spreadsheets into Ragic.
• Learn how to Search and Filter Data so you can quickly find what you need as your database grows.
• Learn how to Back Up and Restore Your Database to keep your data safe.
• You can also use the Mobile App to manage your data anytime, anywhere.

Optimizing Your Database

One of Ragic's key strengths is the ability to adjust your sheet design at any time. Even if you discover issues after going live, you can always make changes and keep improving. Here are some courses to help you take your database further.

Designing Advanced Sheets

Once your basic sheets are in place, you can refine their appearance or use more advanced linking features to make your database more flexible.

• Customizing Layouts and White-Labeling Your Database: Customize colors, fonts, and layout to make your sheets look more professional and on-brand.
• Designing Multiple Versions of a Sheet for Different User Groups: Show different fields to different user groups within the same sheet.
• Creating a New Sheet from Your Subtable: Turn subtable line items into a standalone sheet for easier analysis.
• Show References from Existing Sheets: Automatically display related data from other sheets within a single entry.

Configuring Feature Access Settings

Beyond basic access rights, you can control which system features each user group can use. Learn how to Manage Feature Access Settings to restrict or grant access to specific features for each group.

Automating Workflows

After your database is live, you can add automation to streamline day-to-day operations.

• Configuring Approval Flow: Route submitted entries to the right people for review.
• Converting Records to Another Sheet: Copy a record to another sheet without re-entering the same information.
• Updating Field Values: Use a button to instantly update field values on the current sheet.
• Updating Values on Another Sheet: Automatically update fields on another sheet based on the current entry.
• Sending Custom Emails: Turn sheet data into a formatted email and send it with one click.
• Sending SMS Messages: Send data as a message instantly to specific users.
• Sending Reminder Emails Automatically: Automatically send reminder emails when set conditions are met.
• To reduce manual work even further, explore Automating Work with Ragic AI to add data, run tasks, and cut down on repetitive work.

Utilizing Your Data

Once you've collected enough data, it's time to put it to work. Use your data for analysis, sharing, export, and integration with other systems to support better decisions and collaboration. Here are the courses to get you started.

Analyzing Data

After collecting data over time, learn how to Create Reports to run statistical analyses and get a clear picture of your operations.

Sharing Data

Learn how to Share Sheets and Records with clients or partners who don't have a Ragic account, or embed your sheets into a website so external users can fill in data directly.

Exporting Data

Learn how to Export Data to Excel, CSV, or PDF, and use Custom Print Reports or Mail Merge to output data in a customized document format.

Integrating the Database

Explore Integrating Your Database to link Ragic with other systems using built-in tools or no-code platforms.

Related Documents

For more detailed documentation on features and settings, refer to the Design Guide.

You can also share the User Guide with your team members to help them get up to speed quickly.