Base Design

Hello, I am using AirTable for my plumbing company workflow. My base is currently set up with a table for Jobs (each record is a single job with info like data requested, job status, plumber, revenue, etc) and a linked table for Plumbers. I would like to be able to produce summary reports by week & month. For example, I would like to calculate the revenue generated by plumber for each week into a new record. This way I can summarize with a bar chart showing totally weekly revenue over time with a breakdown by plumber. In Excel, I would do this by creating a new Summary tab. It would have a table with Plumber Name across the columns and Week Of across the rows. I would SumIf with two arguments (date within a range and plumber name). It would have a final column totally revenue across all plumbers for each week. I could use this data to create various graphs. How can I recreate this summary in AirTable?

Hi there! I’m new to Airtable and trying to find the most efficient way to group individual freelance talent by discipline (Editors, Animators, Directors, Etc.) in GRID view within my base design. I’m finding the “group” or “filter” features to be confusing and sensitive - I’m not able to clearly find a solve for this & greatly appreciate any help!

I have a base listing all services made for my clients, in which i put data like the material used, date of service, price, invoice number, etc. There are 12 tables in this base, one for each month. What i want to do is create a 13rd table linked to all the others, grouped by clients in kanban view. So, let’s say i’ve installed a CCTV câmera for Mr. X in january and switched this camera to a modern one in december, those 2 services will be in the specifc tables (Jan/20 and Dec/20) but i want see all services i’ve made for Mr. X in the 13rd table. Might be an easy one but i’m really struggling with this now. Thanks for the patience with the bad english, by the way.

Hi, Just trying out Airtable as an alternative to Notion. So far so good, however there is an issue for me in Safari (v13.1.1, on macOS) in that I cannot scroll my table at all (horizontally or vertically). The same table works perfectly in Chrome on the same machine. Let me know how I can provide more details (i.e. a private link to the table if it helps support) Thanks - Ian.

Hi, I’m wanting to create a table with functionality such that: The “Name” of session Making Software is classified by “Topic” and “Subtopic”. Now, “Topic” is a linked to a list of records in the Topic table: This is pretty straightforward. And you can see that the Topic table links to a Subtopic table, with subtopics for each topic. When creating Sessions, I’d like to: Create a new Session record and specify the name (e.g. Making Software) Then select one of the Topics for that record (e.g. Computers) And then when I go to Subtopic for the Session … only subtopics for the topic are displayed and selectable (i.e. Apple & Windows are displayed, not Dyson) Is there some capability in AirTable that says: display the linked records for this table, but only those whose field matches that which is in this column? I hope that’s sufficiently clear :slightly_smiling_face: Thanks, Daniel

I found my way here because I love the the calendar these folks created with Airtable https://www.jewishlive.org/festival-calendar, but now that I’m here I am overwhelmed with how to create something like it for my purposes. Can anyone point me in the right direction?

Dear Friends, I have a Sales Table: Which provides data such as the start date of an Installment, Commission Rates, and “Invoices Table” calculates the Commission Invoice Amount Payable at the time the Invoices are Created MINUS any Previous Invoices Paid. When the status of the Invoice changes to Paid, the Revenue field in the Invoices Table gets updated to reflect the Commission Invoice Amount, which gets “ROLL’ed UP” in the Sales Table that adds all the Invoices paid till date against the Sales ID linked to Invoices in Total Revenue Generated. The “Sales Tables” than minuses the Total Revenue Generated from the Total Invoices Cycles Run To date (Expected Revenue) to give the “Amount to Invoice for the next Invoice”. This Amount to Invoice is LOOKED up in the Invoices Table to give an indication as to when the new invoices can be generated. The problem is when the Invoice changed to a paid status, the current invoices and all other invoices have wrong Invoice Amount as they all minus

Hello! I have 2 tables - “product” and “supplier” These tables are related: in the table “product” I see the supplier, in the table “supplier” I see what goods he has. When I am in the “supplier” table and click delete product, only the relationship between the tables is deleted. There are no changes to the “product” table. How to make it possible to remove goods from the table “supplier”? To remove not only the relationship between the tables, but also goods from the “product” table.

I have a pro table where I’ve built a form. I’ll be having people outside of my organization fill out the form for an approval. I’ll need to provide feedback to the information in the form. What is the best way to provide feedback to folks that aren’t in the organization if I have a pro-base?

I am trying to keep a dropdown field and a linked field in sync with each other so that I don’t need to update a field manually. How can I do this?

Having made great strides towards putting my law library onto AT, I am wondering whether my way of keywording is as efficient as it could be. I have discovered that for my purposes Group works best on a single keyword. So I have a field labelled ‘Subject’ - (A) - which is customised to multiple select in which I have added as I go the paricular topic. For example, Alienation. Alongside, I have a field label Keywords - (B) - also customised to multiple select in which I have added as I go the particular keywords: For example: Assignment, Underlease, Sub-let, Consent, Unreasonable. So far so good? But I am wondering whether there is an easy (novice) way to have a single field which would still limit Group to the first keyword but avoid situations, for example, where the keyword would be the same as the subject or where I’m unsure which field to use for a particular keyword. The examples above are straightforward, A has unique terms. The quandry arises with, for example, Costs. As a subje

I got the tables as follow: Table 1: Product Name, Product Category Table 2: Item Name, Product Name I would like the Product Name in Table 2 to link to Product Name in Table 1, with condition where the Product Category is A. Can I know how to set the condition for that?

I’m looking for guidance on how to best design this in Airtable. I’m building a base to track vehicles and their maintenance records. Each vehicle needs to have an inspection every X weeks, and ideally this should be a row in an inspection table in order to store the date it was done, any slippage, and upload relevant paperwork. What would be a good way to design this? I think I’ll probably need a Zapier or Integromat integration to run regularly to go through each asset and create the inspection rows with due dates of every X weeks. This to me seems a bit messy and presents more questions; how far in the future would you want to create planned inspections for? How often would you run the task? What would happen if a vehicle is added or deleted? Or if inspections need to be re-planned? Any advice would be appreciated.

I am using Airtable to keep a back log and then a new table within the base for each sprint. Has anyone used Airtable for sprints and are there any best practice? What is the best way to move a record from the backlog table to the current sprint?

Thanks in advance for any help you can offer. I’ve been wracking my brain for the past week, trying to figure out how I can calculate my teams hours spent on a particular job type. I’ve imported our teams hours from our time tracking software via CSV file. Right now, I have the items grouped by Client > Project. I’ve filtered by “Project contains > web” Within is also how many hours were spent on that job. These groups are able to tell me the sum of all the hours, per group. What I need to know now, is how to calculate the average amount of time spent on a certain job type, for example, “web design”. Like I said, been trying this for quite a while, with no results. Any help is much appreciated.

First time I’ve used airtable. It;s the free version. I have 2 tables Customers Assets There is a common unique ID in both tables - so I assume I can use this to link them. However when I try and change the ID by customize field type to link to another record the other table isn’t an option. Thanks for any assistance Phil

I am going to be using Airtable for project management. I have currently populated my records by importing a CSV file (containing all current projects with their fields), but I am trying to plan ahead for when new records are added. Is there a way to IMPORT a single record into an existing table? Or can I only input things into a table manually once it’s been created?

Hello, I am the Office Manager of an apartment building with 100+ suites. I have been moving the company into the 21st Century with Airtable and eliminating some paper that is being used. However, I have multiple bases and some items are becoming redundant. I am wondering if it is possible to have one base that not only shows tenant information (phone number, name, suite number, parking, storage locker etc.) but also the condition of each unit and the renos that are being completed. In other words, I want to see a “portrait” view (big picture of everything) of the suites as well as a snap shot (brief glance of what suites have new flooring, which need complete renos when vacant, when was paint done, new installations of sinks / taps / tubs / toilets). My one base contains the tables for tenants and the snap shot, and I have another base (Facilities Management) for the big picture with maintenance and facilities tables. The facilities manager is great, especially for recording move

I’m noticing that when using Lookup fields to gather all the text from various related text fields, the output in the lookup field separates each of the resulting contents with a comma automatically. Here’s the situation: 1 - Contacts table contains a link to Interactions table. 2 - Each Interaction contains text meeting notes, which are concatenated in a separate field with the date of the meeting and a line break at the end. 3 - The Contacts table in turn has a lookup field which brings back all of those concatenated results, so that I can pull up a contact in gallery view and see something like this in their notes field: 2-22-2015: Met for first time at her office, talked about our basic services. , 4-18-2017: Met with her whole team to set up launch. So that comma in front of the 4 isn’t a type-o in this message; rather it’s the output I’m getting. Can I get that to go away?

Hi! I’m trying to get percentages to show in my pivot table but can’t seem to. The way my base works is that the rows are products and several products can be part of one Order Number. I have a field for statuses (Delivered, Shipped, Pending, Booked). What I need to see on my pivot table is the percentage of the order numbers that are Delivered, Shipped, Pending, etc. I think what I have to start with is create a field with a formula, then use that field for the pivot table column. But I’m not quite sure how to go about the formula field to begin with. Hope I can get some clarity on this! Thanks!

I’m just getting started creating linked Tables and tried using the Sales CRM example on the support page, but am unable to create a similar Table of linked fields. Here are two problems: The rows of names in the Primary field column are duplicated in the second column even as its header is correct. Instead of all of the corresponding rows from the linked Table grouped by the names in the Primary field, only a single row of linked cells is displayed.

When I delete the actual lookup field AFAIK the linked field by itself is doing what I need. My question is why am I generating this lookup field to begin with and can you delete/not generate it into the table to begin with?

I have 6 air table bases that are duplicated. I added a section to the base the 1st base with several new rows. Now I’d like to copy and paste the rows into the other 5 bases for our company classes. Can you tell me how to do this or point me towards a tutorial? thank you in advance

Hi I am a complete newbie. I was so pleased when I got by base looking and working exactly as I wanted. I started the base with a csv import from my website which shows the date as June 7 2020 as a single line text. I changed it to the friendly date 7 June 2020 and completely forgot about it. I carried on and created order renewal dates etc and was very pleased with the results. I then updated the table with another CSV from my website orders. It added the orders perfectly but has now knocked everything out of may date field and calendar completely. The problem, I am assuming is with the slight difference in the datetime format, I can’t undo the import and can’t change the date format to match. Please HELP!!! TIA Andy

HI, I have a crowdfunding campaign that just started. I need to track what’s happening with rewards—who gets one, did I send it, did I tell someone else to send it, what date sent. That part is easy to set up. The part that has me puzzled… The platform will allow me to download into an excel file each donation’s entire record, with 32 fields - many of them blank. Because I will be adding to the table every day, I don’t want to mess with that format, so I can easily cut and paste. So far I have called that table “Raw Data”. The primary column is “Time Pledged.” I’m unclear about how I get to having my rewards info in a useful way for me. Create another table and use a lookup to collect info about rewards from the Raw Data? Would I use “Time Pledged” as my primary column? Can I pull the info I want from the Raw Data using formulas? Or is it as simple as adding columns to Raw data for the info I want to track and build a view that lets me see only the data I need? Is that clear? Am I mi