Hi. Just started exploring Airbase. I want to try using it to build monthly financial projections for my service business.
Coming from Excel, I’m used to the convention of using columns/fields for months and rows/records for categories. But most of the templates and examples I’ve seen do the opposite creating a field/column for months and then doing a variety of lookup, rollups, etc to put things together.
Is this because Airbase favours using fields for formulas? Should I just change my preferences and get used to it? Or am I missing something?
I want to build my own base from scratch, because I’ve learned from experience that it’s really difficult to understand a model you haven’t built yourself, and because it seems like a good way to learn Airbase. But I would appreciate it if anyone can point me to good examples of best practice or any other resources for this.
Thanks,
Paul
