Hey @Madeleine_Walther!
Welcome in!
These are kinda just some notes before we talk about your goal.
I presume it’s safe to say that you might have caught the Airtable itch.
You’re running into the biggest learning curve of Airtable.
Airtable provides you with so many possible ways to build, design, and configure your solutions, that it can quickly become overwhelming.
If you persist, then you will be able to build some remarkable solutions, but if you settle into trying to use Airtable as a spreadsheet, you will be disappointed and will probably quickly give up on it.
Now, onto your use case.
Here are the requirements I’ve gathered from your post:
- Clients: This table contains records for every client your company works with.
- Service: :question: Not really sure what this table holds, but I presume it contains records for every service that your company offers.
- Team: This table contains records for each team member in the company.
For the Projects table:
- Each record is for an individual project y’all are working on for a client.
- You want to be able to easily manage the project records by using data like:
- What client was it for?
- What month was it completed/started/etc?
- What about both?
I had a bit of extra time this morning, so I went ahead and created a demo base that encompasses how I imagined what you described.
Everything in there is test data, so don’t worry about any PII or sensitive information if you want to copy the base into your workspace and copy different things.
Grouping
You’ll find the grouping solutions in the Projects table.
There are respective views for:
- All projects grouped by their associated client.
- All projects grouped by their associated year/quarter.
- All projects grouped by their client, and then sub-grouped by their year/quarter.
To group by the year/quarter, I wrote a quick formula that spits out a value based on the Due Date field.
It will provide you a value in a similar format to 2022 - Q1.
If you’d like, I can do a more in-depth walkthrough on how it’s all built, and I’d be happy to answer any questions you have or additional requests in this particular base.
Hey @Madeleine_Walther!
I’m sorry I took a while to get this back to you!
Hitting the weekend gave me enough breathing room to tie this up!
I got a bit carried away and just continued building within the demo base I shared with you.
Since I’ve been working on it, all the changes I show you here are also reflected in the demo base.
Again, feel free to open it and copy it into your workspace.
I do apologize for the density of this. I’m a huge believer in creating repositories of information for users. So the information here is for you as well as for users in the coming years that might stumble upon it and find that it greatly benefits them.
Because of the sheer volume, I’ll probably end up breaking this into separate posts. With each post, I’ll update the Table of Contents.
Table of Contents
Post One
Part Two
Clients & Contacts
Okay, I might be slightly misunderstanding this portion.
From what I understand, you’re using a single table to keep track of both your clients and your team members.
If you are, then here's a bit of context as to why that's probably not a good idea.
When thinking about a database, consider the data you’re storing.
More specifically, consider the ‘types’ of records you’re storing.
The rule of thumb is that you want each table to contain records for a single type of ‘thing.’
- The Clients table → records for each client.
- The Services table → records for each unique service.
- The Projects table → records for each unique project.
- etc.
This separation is critical when you begin to pump a lot of data into your database.
Imagine you’re keeping between 50-100 mixed record types in a single table.
With that many records, you can kinda pick out the data and interpret what you’re looking at.
The problem becomes painfully apparent when you add in more data than you can reasonably digest at once. This is where Airtable as a database becomes the foundation for you being able to manage and manipulate that information easily.
Airtable will only help you organize data if you feed it into a considered design. It will do a lot of the work, but only if you give a tiny bit of work at the start.
Besides having “dirty data” mixed up and disorganized, you become crippled by the inability to leverage linked records.
Establishing strong, consistent relationships between clean data is something that multi-billion dollar companies pay millions of dollars for their staff to do.
This entire base/demo solution would be impossible to implement without that clean separation.
Just something to keep in mind.
The other way to interpret what you described is that you have contacts that are associated with your client accounts.
There are some substantial advantages to keeping track of client account contacts.
I’ll highlight some as we go.
So I’ve created a new table called Contacts. Each record in this table is a person that is associated with a client.
Question: What is the benefit of doing this?
It depends.
One of the benefits of seeing which contacts are associated with a given account is that you can isolate a contact as a primary account owner. i.e., Your primary contact.
You can also indicate if a project has a specific person as your contact point. This can be useful if you’re working with an isolated team in a company.
In our scenario, I primarily added this table because it allows us to add flexibility when handling billing and invoicing, something I know you previously indicated that you wanted to explore.
Services & Rates
A quick note on the design I have below:
I wanted to explore and show you a few more nuanced ways to implement a billing and invoicing solution. With that in mind, I am adding some twists and additional ‘features’ that you didn’t explicitly state.
The two add-ons I placed are deposit and publishing amounts.
Just a heads up in case you are confused about why I added them.
This is excellent context!
I took a bit to explore this implementation and have an exciting approach to this requirement.
I first created a new currency field for you to set a flat service rate for your service records.
In addition, I have two formula fields that break down a 25% deposit fee and the total amount that remains minus that fee.
Here are the two formulas that power those fields:
- Deposit Amount
IF(
AND(
NOT(
{Pricing Model} = "Free"
),
{Rate Per Project}
),
"Deposit Due: $" &
FLOOR(
({Rate Per Project} * .25),
0.01
),
"Deposit Due: $0.00"
)
- Publishing Amount
IF(
AND(
NOT(
{Pricing Model} = "Free"
),
{Rate Per Project}
),
"Due At Completion: $" &
FLOOR(
({Rate Per Project} - ({Rate Per Project} * .25)),
0.01
),
"Due At Completion: $0.00"
)
Question: What do we gain by building this information in this table?
Put simply… Rollup & Lookup Inc.
You'll see how it comes together as we go, but if you want to read a branch about it, click here.
Always remember: Tables contain records for each ‘thing’ we want to store information on.
It’s a fundamental design principle when working with databases. When you think about the implications of working by the principle, you eliminate duplicate data entry. If you find that you’re entering the same data more than once, then something is wrong in your workflow.
Some people might sit back and say, “Well, I’m just going to put that information somewhere else; I don’t need to put it here.” Did you catch the problem?
Your rates are attached to your service.
“Okay, cool. But I need that information in other tables.”
Using rollups and lookup fields, we can give a piggyback ride to data in other tables. Furthermore, we can transform and summarize that data in transit.
Here’s an easy way to visualize it:
In my demo base, I have unique names for each service.
In this example, if I wanted to have multiple “Marketing Plus” service records, I’ll want to duplicate the primary field, Name, to allow us to create a new primary field.
Why do we want a new primary field?
The primary field should have a unique value for each record.
To maintain “clean data,” you want to be able to uniquely them.
This is crucial when you start adding more and more information to your database.
If you have ten records with the same names, you will quickly run into problems.
So if we have multiple “Marketing Plus” records, but each has a different rate, how do I tell them apart?
We can use a formula field!
Here, I have duplicated the primary field and made it a single-select field.
Question: Why did you change the single-line text field to a single-select?
If we had to type “Marketing Plus” into each record manually, we would be breaking the golden rule of eliminating duplicate data entry.
Here’s the formula used in the new primary field.
IF(
AND(
{Service Name},
{Rate Per Project} > 0
),
"#" & {ID} & " " &
{Service Name}
& "\n" &
"$"
& FLOOR(
{Rate Per Project},
0.01
),
IF(
{Service Name},
"#" & {ID} & " " &
{Service Name}
& "\n" &
"Free Tier"
)
)
