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?
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!