Base Design

Hi all,I am having a little trouble. I have a base where all my transactions are summarised in a grid view as below.That works like a dream. Now I need to do two calculation, First I need to minus the subtotal Cost of Goods from the Income. I know I cannot do that in this table, but I think I can create another table where I can do this, based on these records. I am just having trouble making it work. I have tried but for some reason the linking is not working correctly.Can anyone help me with some clear instructions how to set up the second table so I can calculate my Gross Profit (once I have done this I will be able to work out the rest).If these is an extension that anyone knows that allows calculation on Subtotals that would be good. I just do not want to have to export to excel each time I update!Many thanks, Mark

Hello everyone,I am new to airtable. I have a survey and each question has a single select field option for the answers with a certain amount of points. How can I assign a number to each single select field value e.g. a=0, b=1, c=2 and d=3 so I can add up these points.Hope to hear from you.Thanks  

I have a Record Template. It has three relevant Tiers:Project> Phases> TasksWhen I use the template to create a new project, the project name get tagged to the phases and the tasks to the phases, but not the tasks to the project. so i have to manually select which project the 50+ tasks are associated to every time a new project is created. How can I...a: automate the Project Selection orb. get it so the reference works and is there automatically.I have tried everything I can at this point. 

I have been working on a base design for some times but I am missing a feature and was wondering if someone here could help me.Goal of the base : Be able to assign employee to a certain project for each day of the week by dragging and dropping their name on the calendar. What I have accomplished so fare : I have three tableTable 1 = Workers / employeesTable 2 = List of projectsTable 3 Junction table to join the workers table and the projects table togetherIn the junction table, I have linked record for workers and for project as well as a date field. Those are the 3 main field I need. Then each record is a formula of those 3 fields which means they are all unique unless a worker works on the same project for the same day (duplicate) which should not happen. Then I use the timeline view in the junction table to view all the employees working on specific projects and on specific dates. The view is exactly what I

Thanks in advance.  And sorry if this has already been answered.  I couldn't find a good post about this.Developing a base to track opportunities based on a weekly call and ~20 columns of relevant data in many different data formats.  I'd like to use one table to use as the working table and another that shows the opportunity and its revision history as the working table gets populated.  What is the best way to go about this?  For example, each week we may populate a "Progress" field that is a few bullet points on progress made and obstacles.  I want to somehow populate another table that allows selection of a particular Opportunity shows the history of the each of the 20 (now 19 since Opportunity is not longer a column) columns in an easily digestible format.   I need a way to very quickly populate the working table and a method to quickly review the resulting history of the data.  Thanks a lot!

Hi! I am attempting to create a base in Airtable where we can keep track of website data analytics and trends over time as well as tie it back to major page updates and changes. I believe I have a solid understanding of how to create a table for our content changes; where I am struggling is with the structuring of website analytics data. I am currently pulling data every 30 days from AHRefs and Google Analytics, looking at page value, traffic, rank, keywords, etc. We want to track how each landing page performs over time. Historically, I have done this in Excel but we want to integrate updates made to pages and tie that into how page is performing. I am having a hard time visualizing the best way to set up a table for this. In Excel, I would use multiple lines of data for the same URL. Each data pull for the month would get its own row and would be designated by the date of the pull (for last 30 days of data). This would essentially create 2 lines of data per year for one lan

Hi there,I have a multi-sync table that collects tasks from different bases.More precisely: I have Team A Base and their tasks, Team B Base and their tasks and Team C Base and their tasks and collect all tasks from both teams in multi-sync base "All tasks" (for cross-functional teams that work with all 3 teams). Now I know I can sync back edits to each base with two-way sync.What I would like to achieve though is that I see all tasks from all teams in all task tables (Team A, Team B, Team C and All tasks). That way, every team can continue working in their own base with increased transparency and without missing a tasks (e.g., I am part of Team A, but team B assigns a task to me --> I would miss this task if I don't check out Team B Base or All Tasks).Does anybody have more insights here?Thanks and best, Steffi

This is related to a Rollup field. This can allow you to tick 'Only include linked records from the Properties table that meet certain conditions'.Is it possible to do the value of the condition, based on a value in the current record? I want to do the below:   Where (Linked Record) RoomId = (CurrentRow).RoomId.It seems to only take static values, which in this case does not make sense.  If not possible, are there any possible workarounds?

I have a database that allows users to fill out a form to add information to it. They can also update information via a form as well. While "Created by" is one field, the "Edited by" may have several users and times. Is there a way to store this information in a different base and display it in another?I am limited on the number of rows I can have.

Hey,I have a base where I am storing the height of people, I would like to store the height in feet and inches.I also need to sort and filter by this field as well.I found 4 options that I can do:- I can store it as a string, but then I cant really sort and filter it well- I can store it as a decimal, but then 5.11 is out of order and 5.1 and 5.10 look the same, since all numbers have the same amount of decimal points- I can store it as inches, but then when I go to filter itll be super annoying for the user, since im using interfaces.- I can store 2 columns one in feet and one in inches, but thats annoying for the user as well. But it might be the best option for meAll these options are not really useful for my needs.Does anyone else have any other idea of what I can do to make this work for me? Thanks

I have a table listing persons linked to another table showing tasks. I'm trying to show the remaining tasks a person needs to do.Example: These two tables are linkedTable 1: a list of 100 peopleTable 2: a list of 34 tasks to be done by each personEach time a person competes a task I link them to the task, so Bob will have 2 tasks done (linked to his record), but Mary will have 30 of the 34 tasks.It is easy to see how many tasks each person has done, but it is hard to see which ones remain. How do I go about doing this?Example goal: Mary: 4 tasks remaining, which are W X Y Z

Hello,I have a base where I keep track of projects and their status (in production, review, completed) organized in months. So, my tables look like: Jan 2024, Feb 2024, and so on.For monthly reports, I just grab information from a table (ex, Jan 2024) and create a interface. No prob there.The problem comes for QUARTERLY REPORTS, because so far I haven't been able to create an interface from several tables (Jan 2024, Feb 2024, Mar 2024). How would I go about to do so?Thanks, everyone!

Hello! I've got an inventory board ("Print Products") that has hundreds of products (each with variable quantities). I add new amounts of each product regularly (in "Order Received" and "Products Received" for individual line items). When I sell items they go in "Order Sold" (with "Products Sold" for individual line items).The problem is, I move various amounts of various products between multiple locations. Sometimes they sell at a location, but sometimes they don't and I need to move unsold inventory around between locations. I created another table "Currently At" to try to keep track of how much inventory was at each location, but I'm finding it incredibly time consuming and tedious to input each quantity one line item at a time so that I can check in/check out the different quantities of each product. I was able to write an automation so that when I put something in "Products Sold" it automatically put it in "Currently At" with the correct quantity decrement.

I have two tables: 'Booked calls' and then 'CRM'.We are an agency that books calls on behalf of our clients. My booked calls are captured by webhook and linked to various other tables with KPIs. But now I want to build a CRM table for different clients, e.g. 'Client A CRM', 'Client B CRM', etc.How do I create an automatic link so that records coming into 'Booked Calls' are automatically added to the relevant client CRM?

Hello. I have just started playing with Airtable, and I have run into an issue. In SQL this would take but a second, but I cannot seem to figure out how to add this filtering. If you can help, I would be quite appreciative... TIA.The situation:1. I have a table called "Events". It records customer reviews of events that have happened.2. I also have a table called "Continents" (with 7 rows) and one called "Countries" with 195 rows. What I am *trying* to do is to have essentially a two-level dropdown list. I have added a field to the Events table that has a lookup to continent. That works just fine.The issue comes when I try to figure out what I'd *like* to do which is to set up a definition for the Countries table. I have added to the Countries object a field for continent which is a link to the continent for that country.The real problem is that I'd love to add the relation such that when I choose the continent for that country that I c

Hi Airtable Community,  is there a way to auto assign tasks according to a single select field. I have a single select with multible Teams (CRM, Website, Social Media etc.). I want a new record to be auto assigned to the team lead of the team from the single select field. New records will be created with a form.  Best regardsMirko 

I’m building a solution for a client that may have around 80 K records… was thinking of breaking it up into multiple bases given that there’s a 50K record limit. However, they need to be able to search across the bases at the same time. I was thinking I could achieve this through a custom app that would allow them to do this search and return results from multiple bases. Has anyone tried this? Any suggestions on how best to do this? Regards, Ruchika

Hey guys, I host my own pub quiz and since I’ve done around 80 of them I start forgetting and sometimes I add question I had before. I’m looking to make a database which I’d update after each quiz so I can quickly search for keywords or answers. This tool does seem really useful and I’m willing to explore it. Now I’m curious if I’d be able to somehow search for the answer across all the different quiz tables I make? Thanks for your help! Screenshot_1|690x201

I’m setting up a new base for my construction company. Would like suggestion on best basic structure. We will only do 3-5 jobs a year. What is best layout of tables for grouping Bids, Tasks, Production Schedules, Job Cost Estimate, Job Budget tracking. I guess my question is how do I best structure so I can view individually for each of these and also combined across all jobs for everything except budget and estimates?

Is there anyway to change the text alignment for long form text to be left justified instead of right.  See screenshot.

We dont have URL shortener? Any free workarounds, formulas, links? Tnx!

Hello AirTable Community,Here's a fun one that I hope I can pick some brains on.  We have a Workday integration that creates an employee directory that feeds quite a few bases. With the Workday integration, we have to use a unique identifier - that being employee ID. However, employee IDs are not regularly used in our company so many do not know theirs. When filling out a form, they would typically use the employee name, which is not the primary field in the Workday integration (because of the unique identifier requirement.)Is there any way, via automation or some other method, to have the linking record be the employee name instead of the employee ID? If not, has anyone made a successful automation that would switch these columns after each sync with the Workday database? This has become quite a big blocker for us, so hoping someone has an idea of how this might be accomplished. 

Hi, I'm trying to make a p&L. I'd like to grab the total expenses per month from the Expense Table and reference it in the P&L table. I've oragnised the data in the Expense table by month. In the group view I can see the totals, but I can't reference or copy them to the P&L Table. I tried to get around this by creating a "Lookup" linking the expenses in the Expense table to the P&L table. But I have to manually select each transaction. I have thousands of transactions and selecting them one by one is too time consuming. Does anyone have any advice for how I can make this work?  

Hi I have started another base. The main base is working fine and this base is for an add on registration service. I tried to create the form https://airtable.com/app6DqS2bqGtz03sG/pagZRFkh5bC0Ay4TK/formI have filled out the film and submitted it but it does not populate anything in the base. I also cant find the form when I go back to my work sheet.Please may I have some assistance

Is there anyway to set up timeline or gnatt views to see more than 2 dates?Currently I have the "duration" of the record, but there is a repeated "event" that happens through the duration of the record (recorded in another table with a link to the first table). I'd like to be able to visualize when these events are occurring on the same timeline, is that possible?