Checkpoints
Add a few records of test data
/ 100
Build a Project Tracking App with AppSheet
GSP969
Overview
AppSheet is a no-code development platform that lets anyone without coding experience build mobile and web applications. You can build AppSheet apps from data sources, such as Google Sheets, Excel, Cloud SQL, Salesforce, and other similar connectors. App user activity syncs to the connected data source(s).
What you'll do
In this lab, you'll:
- Set up a Google Sheet as an initial data source
- Build and customize a simple Project Tracking app
- Customize the Project View
- Build new Views for a Map and a Chart
Task 1. Set up your Google Sheet as an initial data source
For this app, you use a spreadsheet with columns for tracking Tasks and Projects.
- Right click Open Google Sheets and click Open link in incognito window.
- Sign in using the provided username and password.
- In a new tab, access the project tracking spreadsheet.
- Click File > Make a copy.
- Click Make a copy to save the copy of the sheet in My drive.
Task 2. Generate a simple Project Tracking app
- In the Sheets menu, click Extensions > AppSheet > Create an App. AppSheet will generate an app for the Projects in the spreadsheet.
- Click your lab account to login to Appsheet with the provided credentials.
- Click Allow to authorize AppSheet access to your lab-provided Workspace account.
- Click Got it! and x to close the default dialogs.
Task 3. Customize the app
- In AppSheet, click Data in the left pane.
- In the Projects table, explore the Columns and their values.
- Perform the following updates for the indicated columns:
| Column | Value |
|---|---|
| Project Id | Uncheck options: Label, Show? and Search? (Note: You’ll have to scroll to the right to find the Search? checkbox.) |
| Link | Set TYPE to Url |
| Attachment | Set TYPE to File |
| Location | Set TYPE to Address |
| Budget | Set TYPE to Number |
| Due Date | Scroll to right and set the INITIAL VALUE to WORKDAY(TODAY(),10) (This will set an initial Due Date value to 10 working days into the future.) |
- For Status, click the edit (pencil) icon to edit its properties in a dialog. Set the following:
| Column | Value |
|---|---|
| Type | Enum |
| Values | Add the following: Review Requested, Under Review, Need More Info, Approved |
| Input Mode | Buttons |
- Expand the Auto Compute section below.
- Set Initial Value to Review Requested.
- Click Done to close the dialog.
- Click Save.
Task 4. Customize the Project View and build new views for a map and a chart
In this step, you’ll customize the generated Projects view and and then build 2 new View types in order to see the budget data in a chart, as well as view location data in a map.
- To Customize the generated Projects view, click Views in the left pane.
- Select Projects to expand it.
- Set the following options:
- Set View name to Projects (should be set already)
- Set View type to deck (as opposed to card)
- Optional: You can click on the top Projects box to close the view editor.
- To build a new Map view, click Views in the left pane.
- Select + Add View next to PRIMARY NAVIGATION. In the Add a new view section, click Create a new view and set the following:
- Set View name to Map
- Set View type to map
- Set Map column to Location
- Expand the Display section below.
- For Icon, enter map to search for a map icon, then select any map icon from below.
- Click Save.
- To build a Budget view, click Views in the left pane.
- Select + Add View next to PRIMARY NAVIGATION. In the Add a new view section, click Create a new view and set the following:
- Set View name to Budget
- Set View type to chart
- Set Chart type to piechart
- For chart columns, click the Add button and select Budget from the dropdown.
- Expand the Display section below.
- For Icon, enter pie to search for pie icons, then select any pie chart icon from below.
- Click Save.
Task 5. Test the app!
Now add 2 or 3 records of test data.
- In the Mobile Preview, click + to add new project records.
- You can add any images, URLs or file uploads as desired.
- For Location, add valid addresses. Simple city names will suffice. Ex: ‘New York’, ’London’, ‘Paris’.
- For Budget values, enter positive values. Ex: 2000, 1500, 5000.
- Click Save
- To view the data in different views, click the Projects view at the bottom of the Mobile Preview to view a list of your projects.
- Click the Map view to view the data in a Map. You should see your project locations in a Google Map.
- Click the Budget to view the budget in a chart. You should see your budget values in a Pie Chart.
Click Check my progress to verify the objective.
Congratulations
Congratulations! You've successfully created a project tracking app in AppSheet!
Next steps / learn more
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Manual Last Updated November 08, 2024
Lab Last Tested November 08, 2024
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