Hi All! I’m trying to create a table that will pull in info from other tables (in same base) to create a cash flow projection by month for my finance team. I have already built what I want the end product to more or less be, but in spreadsheet form, and I’m trying to translate into Airtable. Can anyone suggest a template or how I might configure the table / fields to recreate this spreadsheet?
Adam from Airtable here. The Google Sheets file you shared is not accessible. You’ll need to change the permissions in order to allow anyone to view.
Without seeing the Sheet, I would suggest you download a CSV file and import it into Airtable. We provide a few different ways to import data into a base:
- Import a .csv file into a new table in an existing base
- Import a .csv file into a new base, as the first table
- use the csv import app to add data to an existing table (this feature is included in our Pro plan))
- use a third party service, like zapier, to integrate data/automate import. To get started with building a Zapier integration for Airtable, I’d recommend taking a look at this guide.
Check out those resources to see if they help you migrate things over~~
Thanks Adam, here’s the spreadsheet for reference!
Thanks for the updated link!
Here’s a short video for you:
Thank you, Adam! I really appreciate you taking the time to make the video. That spreadsheet linked had a few different sheets at the bottom, and the last sheet (payroll projections) is ultimately the product I needed. Those first two sheets were just data for that final sheet to pull from.
However- I’ve talked to our analytics manager, and he’s going to help me create this with some different tools, so problem solved! Thanks again!