How to Translate Spreadsheet into Airtable

[Brittany_Claudi]

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?

https://docs.google.com/spreadsheets/d/1Mksfr0J2f6e0M7jIl3HhGjdrdNy8QA9IOo7qMSmCQbE/edit?usp=sharing

[Adam_Minich]

Hi Brittany,

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~~

[Brittany_Claudi]

Thanks Adam, here’s the spreadsheet for reference!

[Adam_Minich]

Hi Brittany,

Thanks for the updated link!

Here’s a short video for you:

share.getcloudapp.com – 6 May 21

Screen Recording 2021-05-06 at 03.54.37 PM

Shared with CloudApp

[Brittany_Claudi]

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!