Advanced formulas with ordered lookups - January 15th, 2026

00:00 Start 00:20 Q&A: Gallery view 01:30 Introduction 03:30 Working with Python formulas 05:45 Accessing referenced data 08:00 LookupRecords and ordered lookups 11:20 Running totals (credit card example) 23:15 More complicated example (loan tracker) 25:35 Grouping and ordering 27:45 NEXT() and RANK() 30:00 Payroll example 35:30 Before and after formula example 39:00 Approximate matching (commission rates example) 42:50 Finding first or last record in group 45:45 Additional Q&A Sometimes you want to mosey down a table, row by row, and get a running total. Or you need a formula in the current record to use the previous one, or to find the last record before a certain date, or the first event of the next month. With Grist’s ordered lookups and functions such as PREVIOUS(), you can do cumulative calculations, nearest matches, and more. Join Dmitry, their implementor and Grist’s co-CEO, for a deep dive on Grist functionality that goes under the radar, but serves as a perfect and efficient tool for a range of data workflows. Useful links: - Lookups article: https://support.getgrist.com/references-lookups/ - Credit card activity example: https://public.getgrist.com/tJZu9JGmB7Bh/Credit-Card-Activity/m/fork/p/1 - Loan tracker example: https://public.getgrist.com/tBaUEP2x4eML/Loan-Tracker/p/3 - Payroll example: https://support.getgrist.com/examples/2020-09-payroll/ - How Grist uses Grist blog post: https://www.getgrist.com/webinars/how-grist-uses-grist/ - Sales commissions example: https://public.getgrist.com/b2ojPRLB5DYJ/Sales-Commissions/p/1 - More webinars: https://www.getgrist.com/webinars/ - Community Forum: https://community.getgrist.com/ - Help Center: https://support.getgrist.com/