I'd like to say thank you! I started Airtable a couple months ago and now I specifically look for your videos 👍 easy to understand, and useful/relevant content.
Awsome training and I am wondering if and how I can import/append my excel datasheet/ table date into a Airtable table/tab. ( globally instead of entering one at a time). please advise.
Hello Garateh. Thank you very much, very helpful video. Question: in order to organize a project with three task level. A) "Task" contains subtask B)"SubTask" contains Activties C) Acitivities. how would you realize this ? Different tables for A,B,C or one table organized differently ? Thank you
Thanks for posting this tutorial. Question about the Invoice link on Contacts table. You might invoice that client 20 times over the course of a year. I wouldn't want to see 20 invoice numbers in the linked Invoice field. In a true relational database, the Client ID would be the link on the Invoice table record to the Contacts table. Then you would run a query to view how many times you'd invoiced that client and/or what they still owed you, etc. Can this linked Invoice ID field be hidden on the Contacts table?
Hey Penelope - great point! Yes, you can hide any field you'd like, with the exception of the left-most field (primary field). While you wouldn't run a query per se, you can build a field that captures the number of linked invoices (showing you the number of times you've invoiced your clients). Also, you can 'roll-up' the data for amounts billed and amounts paid (and then take the difference), so that you have a current balance owed for each client. Hope this helps!
Very helpful, thank you so much. One question about primary key, it has to be unique so a name shouldn't be used because someone could also have that name... correct?
It doesn't have to be unique, although it's helpful to make it as unique as possible. If you want the unique ID for a record, that's the best option for ensuring you have a unique key to work with. For the primary key, I try to make it "mostly unique" so I would use a full name for contacts.
The videos are very helpful for a beginner like me. I am busy setting up a base and I think things are going well. But watching your videos, they are giving me new ideas of what else I could do. I was wondering, is there a way to make a copy of an airtable base, so I can work on a test base but keep the original?
Yes - you can duplicate a base by clicking the base name and selecting 'duplicate' from the dropdown. This is very helpful for testing new ideas without corrupting your set-up!
Hi, I tried the same formula in consultation primary ID and it does show me 1|nameofcontact instead of the date of the consultation. What am I doing wrong? Rest was great to explore, thank you.
Hi Gareth, Thank you for all the useful information. I am also new to Airtable and working on organizing a business CRM. I'm running into an issue, don't know if there is answer to the question, but here it goes...I have a main table with client contact info. Org name is the primary field in that first table (table A). I want Org Name to appear as primary filed on table B automatically (self populate anytime I enter a new record). Is that possible?
Hi, yes it's possible if table B connects (links) to table A. You would use a lookup field to lookup the relevant data, but it only works if it's connected to another record!
Hi Gareth, instead of manually populating the data in linked fields example in the 'invoices' field in contacts table. Is there a way to automate it? I'm trying to see is a linked field can be populated automatically depending on a single select field.
you can certainly automate this using an Airtable automation. I would recommend trying a SWITCH formula field that outputs a record ID based on the single select field you pick. For example: Single select has "Yes" or "No" SWITCH FORMULA: SWITCH( {Single Select} , 'Yes', 'recxxxxxxx' , 'No', 'recyyyyyyy' ) If Yes is picked form the select field, your formula outputs "recxxxxxxx" - then you can build an automation that finds links that invoice to that record! This is a bit complicated, so I hope this made sense!
Would it not have been better to have the consultations table have 2 linked fields > one to the invoice and one to the contact. the advantage of this is your Contact table cant have a primary key of the Contact Name which is will be a unique name and no repeated contacts for each invoice. I see someone else raised this but your solution was to hide the linked invoice field in the contacts table, but I still don't think that's ideal...I'm coming from a relational DB/SQL background. I also have a feeling when it comes to Airtable and linked fields that it is not possible to import data to multiple tables and have them link without manually creating a linked Field between the tables which would mean you then need to manually populate the linked value by clicking on the + for each record. If you want to migrate data to Airtable there must be a better solution without having to manually link records...is there???
You can certainly link to fields as you suggested. I prefer to minimize the need for additional data entry, so if I can imply the linked record (in this case, using a lookup/rollup) then that's generally the path I'll take. Not to say that it's 'wrong' to build a direct link to both tables, however. I generally think that the best database design is the one you actually use (overly complicating things to the point where it's unusable is ill advised). To your second question, you can import data to multiple tables provided that you already link them before starting the import. We've done some videos on this in the past, using the CSV import app.
Hello. I am a new user and it drives me a littble bit crazy. I hope you can help me. I have a table with festival and information(date, website etc) , another with films. And I want to conect them?do I need to make a third table to connect them?? Thank you
Hi Cristina - you can connect the tables directly, or in some cases it's preferable to use an additional table that we call a Junction Table. This is a more advanced use-case, but sometimes it's needed. You can check out our video on Junction Tables here: ruclips.net/video/1ICw12sqwFg/видео.html
@@GarethPronovost thank you so much for sharing that url 😉 i have already create the junction table. I am testing with the free plan. But my problem is that i dont know how to link many to many.
Hello, I have 1 issue with linking tables that completely makes linked tables unusable. I guess I must be doing something wrong, but cannot figure out what. Time for GAP ;-). So, I have 2 tables: 1 Open Points, 1 Answers. The relationship between them allows the records in Open Points to have multiple Answers. The other way around however, an records in Answers can only be linked to 1 Open Point. So, in fact, exactly the use case like Contacts vs. Interactions. Let's say I have 1 record in Open Points with 2 'linked" Answers in the related table Answers. Now, I "duplicate" the record in Open Points... What happens is that the 2 "linked" Answers are also copied . Now 1 Answer in table Answers links to the 2 Open Points, which the property does not allow. What am I doing wrong?
I don't think you're doing anything wrong, per se - I'd suggest not duplicating the record and instead creating a new record either (1) from scratch or preferably (2) via automation.
Great video Gareth, I think that those not familiar with databases vs spreadsheets would benefit reading Database normalization before using Airtable. en.wikipedia.org/wiki/Database_normalization
@@thugg4lif because you first have to build the connection to the record before you can bring in data from the columns (fields). First link to the record and then use a LOOKUP field to bring in the data you need. Check out how to use LOOKUPs here: ruclips.net/video/lNr1G3Bc2tA/видео.html
Join us for our *FREE LIVE TRAINING* that teaches the building blocks of automation: www.garethpronovost.com/webinar-registration
"Invoice Pain"
I can relate to that
I'd like to say thank you! I started Airtable a couple months ago and now I specifically look for your videos 👍 easy to understand, and useful/relevant content.
Thank you Stephanie! Glad to be of service!
Thank you so much Gareth! I was trying to figure out how to do this - you explained it perfectly!
Glad it helped!
This video is a gift and you are a gift. Thank you.
Thanks Lauren! Really glad you find this helpful!
Thanks for these tutorials, great video with lots of pedagogy. 👍
My brain exploded :O lots of info. I think i have to watch this 10 times
Thanks a ton - this is exactly what I was looking for.
Great video
Thanks!
Thanks for the video. Well done👍👍.
Thank you!
Thanks for great video, where I could find your sheet, i need it for training to how link the table in Airtable
Hi - what sheet are you referring to?
Great Video. I like your tutorials a lot on Airtable :)
Perfect. Thank you
Glad it helped!
Awsome training and I am wondering if and how I can import/append my excel datasheet/ table date into a Airtable table/tab. ( globally instead of entering one at a time). please advise.
Check this training for importing with an extension: ruclips.net/video/mwouGV0EXxc/видео.html
Hello Garateh. Thank you very much, very helpful video. Question: in order to organize a project with three task level. A) "Task" contains subtask B)"SubTask" contains Activties C) Acitivities. how would you realize this ? Different tables for A,B,C or one table organized differently ? Thank you
Exactly as you described - three tables, 1, 2, and 3 where 12 | 23
Thanks for posting this tutorial. Question about the Invoice link on Contacts table. You might invoice that client 20 times over the course of a year. I wouldn't want to see 20 invoice numbers in the linked Invoice field. In a true relational database, the Client ID would be the link on the Invoice table record to the Contacts table. Then you would run a query to view how many times you'd invoiced that client and/or what they still owed you, etc. Can this linked Invoice ID field be hidden on the Contacts table?
Hey Penelope - great point! Yes, you can hide any field you'd like, with the exception of the left-most field (primary field). While you wouldn't run a query per se, you can build a field that captures the number of linked invoices (showing you the number of times you've invoiced your clients). Also, you can 'roll-up' the data for amounts billed and amounts paid (and then take the difference), so that you have a current balance owed for each client.
Hope this helps!
Thanks for the video! A quick question: Is linking tables in Airtable equivalent to joining tables in SQL?
It's equivalent to creating a foreign key relationship between two tables
@@praveen25 Thanks!
Very helpful, thank you so much. One question about primary key, it has to be unique so a name shouldn't be used because someone could also have that name... correct?
It doesn't have to be unique, although it's helpful to make it as unique as possible. If you want the unique ID for a record, that's the best option for ensuring you have a unique key to work with. For the primary key, I try to make it "mostly unique" so I would use a full name for contacts.
Thank you
The videos are very helpful for a beginner like me. I am busy setting up a base and I think things are going well. But watching your videos, they are giving me new ideas of what else I could do. I was wondering, is there a way to make a copy of an airtable base, so I can work on a test base but keep the original?
Yes - you can duplicate a base by clicking the base name and selecting 'duplicate' from the dropdown. This is very helpful for testing new ideas without corrupting your set-up!
@@GarethPronovost Thanks, will try it in the coming days 🙂
Great one boss! thanks
Any time! Thanks for watching!
Thank you!
You bet!
Wow.. This is great
Thanks for watching - glad it helped!
Thanks!
thank you!
Thanks - good info to sort thru
Hi, I tried the same formula in consultation primary ID and it does show me 1|nameofcontact instead of the date of the consultation. What am I doing wrong? Rest was great to explore, thank you.
i have te same problem; it shows me 1|nameofcontact. what's the porpuse of '1' formula?
@@carlosrabanales2187 usen .... ({Date_consultation}, 'L' ) ...
Hi. Can you please help me with one of my project on airtable. I have to submit it before 29th june. Please do respond.
Hi Gareth, Thank you for all the useful information. I am also new to Airtable and working on organizing a business CRM. I'm running into an issue, don't know if there is answer to the question, but here it goes...I have a main table with client contact info. Org name is the primary field in that first table (table A). I want Org Name to appear as primary filed on table B automatically (self populate anytime I enter a new record). Is that possible?
Hi, yes it's possible if table B connects (links) to table A. You would use a lookup field to lookup the relevant data, but it only works if it's connected to another record!
Hi Gareth, instead of manually populating the data in linked fields example in the 'invoices' field in contacts table. Is there a way to automate it? I'm trying to see is a linked field can be populated automatically depending on a single select field.
you can certainly automate this using an Airtable automation. I would recommend trying a SWITCH formula field that outputs a record ID based on the single select field you pick. For example:
Single select has "Yes" or "No"
SWITCH FORMULA: SWITCH( {Single Select} , 'Yes', 'recxxxxxxx' , 'No', 'recyyyyyyy' )
If Yes is picked form the select field, your formula outputs "recxxxxxxx" - then you can build an automation that finds links that invoice to that record!
This is a bit complicated, so I hope this made sense!
Garett - I’m interested in your consulting services. How can I contact you?
how to get data from airtable using spring boot and from front end changes it should save in in-memory data base like H2 how can we do that ?
I'm not sure how to help there - sorry!
Would it not have been better to have the consultations table have 2 linked fields > one to the invoice and one to the contact. the advantage of this is your Contact table cant have a primary key of the Contact Name which is will be a unique name and no repeated contacts for each invoice.
I see someone else raised this but your solution was to hide the linked invoice field in the contacts table, but I still don't think that's ideal...I'm coming from a relational DB/SQL background.
I also have a feeling when it comes to Airtable and linked fields that it is not possible to import data to multiple tables and have them link without manually creating a linked Field between the tables which would mean you then need to manually populate the linked value by clicking on the + for each record. If you want to migrate data to Airtable there must be a better solution without having to manually link records...is there???
You can certainly link to fields as you suggested. I prefer to minimize the need for additional data entry, so if I can imply the linked record (in this case, using a lookup/rollup) then that's generally the path I'll take. Not to say that it's 'wrong' to build a direct link to both tables, however. I generally think that the best database design is the one you actually use (overly complicating things to the point where it's unusable is ill advised).
To your second question, you can import data to multiple tables provided that you already link them before starting the import. We've done some videos on this in the past, using the CSV import app.
Hello. I am a new user and it drives me a littble bit crazy. I hope you can help me. I have a table with festival and information(date, website etc) , another with films. And I want to conect them?do I need to make a third table to connect them?? Thank you
Hi Cristina - you can connect the tables directly, or in some cases it's preferable to use an additional table that we call a Junction Table. This is a more advanced use-case, but sometimes it's needed. You can check out our video on Junction Tables here: ruclips.net/video/1ICw12sqwFg/видео.html
@@GarethPronovost thank you so much for sharing that url
😉 i have already create the junction table. I am testing with the free plan. But my problem is that i dont know how to link many to many.
Is there any feature in airtable that will help grouping keywords???
Nothing out of the box, although you might be able to write a cool script to help with that!
Patricia also knows AirTable
Hello, I have 1 issue with linking tables that completely makes linked tables unusable. I guess I must be doing something wrong, but cannot figure out what. Time for GAP ;-).
So, I have 2 tables: 1 Open Points, 1 Answers.
The relationship between them allows the records in Open Points to have multiple Answers.
The other way around however, an records in Answers can only be linked to 1 Open Point.
So, in fact, exactly the use case like Contacts vs. Interactions.
Let's say I have 1 record in Open Points with 2 'linked" Answers in the related table Answers.
Now, I "duplicate" the record in Open Points... What happens is that the 2 "linked" Answers are also copied .
Now 1 Answer in table Answers links to the 2 Open Points, which the property does not allow.
What am I doing wrong?
I don't think you're doing anything wrong, per se - I'd suggest not duplicating the record and instead creating a new record either (1) from scratch or preferably (2) via automation.
13:27 Can I say that a dataset is the same as a table?
100% yes!
Great video Gareth, I think that those not familiar with databases vs spreadsheets would benefit reading Database normalization before using Airtable. en.wikipedia.org/wiki/Database_normalization
Can you read the table from right to left
I'm not sure - give it a shot!
@@GarethPronovost
Thank you very much!
I create a linked field but it doesn't automatically get created in the other table like yours is
Wish I could help, but I've never seen that before!
I just want to reference a cell from a different table, in a certain row and column.
Referencing specific cells isn't really possible within database formulas, I'm afraid.
@@GarethPronovost when you link to other tables why is it always the first column is the one to reference? How can I reference column 2 or 3?
@@thugg4lif because you first have to build the connection to the record before you can bring in data from the columns (fields). First link to the record and then use a LOOKUP field to bring in the data you need. Check out how to use LOOKUPs here: ruclips.net/video/lNr1G3Bc2tA/видео.html