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So I have a few tables I am trying to figure out the best way to join them in order to create an interface that will display data from multiple tables. 

For example. I have a table Fund (which has contact information), a table budget (which has budget information for each of the funds.  There is a line item in budget that has each years fund budget.

 

The common thread is there is a dept number for the fund in the fund table and a corresponding dept number in the budgets table.  

I am trying to figure out the best way to report on each fund and their budget.  Particularly, their current budget (there is a field in the budget for each budget year), so in a nutshell, I want to see all the information from the fund table and the corresponding current budget for that fund from the budgets table.

Its so simple to do this in excel or access but I cannot figure out how to link two tables to display the information in airtable.

Any helps is appreciated. 

 

Airtable doesn’t work like Access in that it doesn’t use expressed ID numbers to associate records across tables (they all live underneath the expressed data but can be shown if necessary).

You need to use “linked record” fields to link together each table (lookups move information between already linked tables). If you have a pre-existing data set, then ID numbers can be helpful to generate the links between pre-existing data. It sounds like the dept # is your already existing ID number, so in one table (T1) I’d make that the primary field, then create a linked record from the other table (T2) pointed at T1. Copy/paste the dept # field in T1 into your linked record field, and those links should associate allowing your to move data between the fields.

Ok, got it.  So on a larger scale.  Once these tables are linked, how can they reported on to display the data from both tables together?  

If table one has all the fund information and contact, I would like to see all of that.  And its linked to table 2 by the Dept #.

Table 2 has the budget information for the fund in one of the fields.  

Can I see all the information from table one and a field from table 2 in some kind of report or interface?  

 

When making the links it’ll give you an option to display information from T2 in T1 and you can select as many or as few columns as you’d like. Afterward you can use the lookup field to display those columns should you add a new field in T2 or something. 

After making the links and add the lookup fields, then you can create interfaces or views that hide fields for different purposes.

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