A Beginners Guide to Airtable | Updated for 2022
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- čas přidán 7. 08. 2024
- Any beginner can learn the basics of Airtable. It's deceptively simple, but this tutorial will help you master the foundational building blocks of Airtable. It's perfect for Airtable newbies who want to quickly learn how to use the key features of the software or brush up on some intermediate concepts. 👇
In this video, we discuss:
- Workspaces
- Bases
- Tables / Datasets
- Fields / Columns
- Linking tables
- Lookup Fields
- Rollup Fields
- Junction Tables
... and more!
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Learn more at these links: 🔗 👇
Join us for our next live training!
www.garethpronovost.com/webin...
Take our free Airtable Crash Course!
garethpronovost.com/airtable-...
Getting Stuck? See how we can help!
garethpronovost.com
Get our Airtable Field Type download!
www.gapconsulting.io/airtable...
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Table of Contents: 📖 👇
00:00 - What this video covers
01:38 - Airtable Workspaces
03:49 - Airtable Bases
06:05 - Tables / Datasets
07:33 - Fields / Columns
12:20 - Linking Tables
14:07 - Junction Tables
17:30 - Lookup Fields
20:32 - Rollup Fields
22:19 - How to Get More Help!
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Software Resources (may contain affiliate links): 💻 👇
Airtable - airtable.com/invite/r/v0eI3ASY
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#GAPConsulting #GarethPronovost #Airtable - Jak na to + styl
Join us for our *FREE TRAINING* that teaches the building blocks of automation: www.garethpronovost.com/webinar-registration
7mins in and I'm LOVING your teaching style. The examples you give really help in understanding process. it's 2024, and this video is still very relevant. Thank-you! G.A.P!!!
Wow, thank you!!!
This is my favorite video yet! Very clear intro, especially the part about tables / datasets
Glad you liked it!
Oh My GOD! I literally completed THE FIRST DATABASE ever! I remember listening to you YEARS ago and immediately turned the video off due to a headache and dumped the air table; however, due to circumstances too elaborate to go into detail here, I circled back to the air table and I guess due to my recent viewing history (good old algorithm), it brought you back! Thank you for such attention to detail in your explanation and I'll be sure to continue learning from and following you.
So glad to be able to help, keep it up 💪
That's one of the best training videos I've ever watched. Definitely subscribing for more and wish I'd found the link to Gareth and GAP before now. That said, going to be easy to correct some errors I've made in my existing bases and will both start building some new ones and watching the other videos that are already available. Thank you Gareth!
Thanks Alan - happy to help! 🙏
Amazing video!!! So much info for a business in such a short time. I learned more here than in a 2 hour tutorial
Thanks, Autumn!
Awesome video Gareth! A very succinct and efficient explanation of the basics. You're getting better and better with these tutorials, keep up the great work!
Thanks Alec!
Thanks a bunch, Gareth! I'm totally amazed. First time watching a video tutorial about Airtable and this video helped me a lot as a beginner. Keep it up!
So happy to help!
I knew nothing about Airtable until now. Thanks so much for this beginner tutorial. Great job in explaining the basics with no fluff.
Thanks!
This is incredible. I have been using Airtable for a couple years and this just summarized so much so clearly. I am now off to see if I need to clean up some items in my Airtable. Well done!
Thank you! 🙏
Wow, this is gold! Thanks Gareth!
Awesome! Glad you liked it!
Excellent delivery of information :) I'm a long time Airtable user and still picked up new info from you. Thank you!
Great to hear!
Excellent presentation. Fast, yes, but that's fine - it's easy to stop and rewind if someone misses something. That's far better than having someone go slowly and wasting time hemming and hawing. Kudos!
Thanks Benjamin, glad to be of help! 💪
Slick and Informative. The BEST Airtable Vids. Well Done Gareth!
Thank you Simon
Wonderful explanation!
Great video, thank you very much
Very nice, thanks!
Your videos are a key resource for any Airtabler!! I didn't see it covered in this video, but do you know of a formula that will round a value to the nearest even integer (i.e. 22.8 would round to 24 as opposed to roundup to 23)?
I learned many things from this tutorial video. I am looking forward in applying these learnings soon in Upwork.
Thank you for sharing this!
Happy to help! 🙏
Learnt a lot, thank you. This Rollup is a tremendous feature.
Happy to help! 🙏
Appreciate the updated guides and tutorials for Airtable!
Thanks for watching!
Love it! Great explanation Gareth!
Thanks Hanon!
This is the best introductory video about Airtable by far!
Hey thanks! 🙌
This was a great tutorial, Gareth! Very clear and understandable. As someone who builds databases, I understand most of these principles, but seeing how it's executed in Airtable is super helpful.
Thanks Jesse - happy to help spread the word 💪
Hey Jesse! What sort/types of databases have you built out so far?
This is wonderful - thanks so much!
Glad you enjoyed it!
Phenomenal teaching abilities. Very clear and to the point. Great job. One of the best at explaining things on youtube. Much appreciated. Subscribed.
Thanks so much!
Very clear Gareth! Awesome fast BUT understandable...
🙌
that was amazing and I learned a lot. thank you
Glad you enjoyed it!
Excellent. Fantastic tutorial - thank you.
Thanks for watching!
I really like this video. As someone with a technical background, this video is perfect for my non-technical colleagues and small business owners as it helps them understand the value of a database over a spreadsheet. Databases are often thought of as abstract entities dealt by enterprise level technology, but Airtable really shows people its just advanced data functionality upon a spreadsheet.
Thank you, that's exactly our goal with this video. We're grateful to you for watching!
Thanks that was clear and helpful!
Glad it helped!
Holy smokes. Outstanding. Thank you so much!
Glad to help! 🤝
Super awesome video!! Thanks :)
Thanks!
pretty intuitive ! iam a hardcore mysql/firebase fanatic but i've been told to use airtable as my db for a project . This is pretty fun and fast af hahah thanks man
Definitely fast for sure! Glad to help man 🙌
My brian in so full after this... haha Great video! Now I just need to watch again and again to understand it.
Glad it helped! Feel free to watch it over and over again! 😂 🙃
This is so amazing!
Happy to hear that! 😁
Excellent. Great. Fantastic. Brilliant. I got it all from the first glance. I will of course view it again and do all steps by myself to master those surely. However, I want to say many thanks and to admit that the author is just really fine speaker and teacher. Thank you so much. I have of course subscribed.
Wow, thanks so much for the positive encouragement - glad to help! 🤗
@@GarethPronovost Sir, I am normally commenting negatively)) It is very hard for me to find someone who talks the way I find digestible and clear enough)) So I am very lucky to come across your channel. Yes, you did help indeed, many thanks once again. I have seen quite a number of teachers through my life, and you are certainly among the top ones ;)
Thanks for the detialed intro to Airtable.
You bet! Hoping this can help more folks feel comfortable adopting Airtable in the new year!
Fantastic Breakdown Really great job
Appreciate that, thanks mate 💪
This was super helpful!! thanks
Glad to help 🙌
This is really helpful. Thank you. 💖
Awesome!
One of the best tutioral I have seen. Thanks! Learnt a lot.
wow, this is the tutorial I need
Love hearing that, thanks for watching!
very good. Helped me as a beginner :)
Glad to help!
Very helpful, thank you
Thanks! 🙌
Well explained tutorial. Thank you.
Glad it was helpful - thanks for watching 🙏
Great work man
Thank you! 🙌
Thank you for this
Happy to help!
Vary Useful...
Thanks for watching
*Thanks, Gareth. That's Informative.*
*Can you compare the premium tiers*
👏
Glad to help. What tiers do you mean? The pricing tiers for Airtable?
You are a very good teacher
Thank you! 😃 and thanks for watching!
Do you have one a video keep real estate transactions?
Thank you for the content! How would I deal with a purchase database that has multi currencies?
1. Choose your primary currency
2. Add a field to store the exchange rate
3. Formulate the foreign currency by multiplying/dividing the exchange rate to the primary currency
Beautiful man...
Thanks!
its confusing but i love the way you explained it!
Thanks for watching!
Great video, what happens when the service cost changes, all associated invoice costs will change. I guess service should have effective date and cost formula should calculate based on effective date?
Great question! Generally you will want to create a new record when you update pricing. Archive the old record so that you don't sell at the old price again, but this will keep your historic data in tact!
Just came across this channel - amazing content and have subscribed as I embark on a no-code journey. One question - I find the form on Softr a bit limiting. i have created a form on Typeform to update my Airtable which is linked to the Softr site. Would you know how a new record from my Typeform form is added to Softr via Airtable after I have set it up?
I love the typeform UI, so I don't blame you! You can build an automation that takes a new form submission and automatically adds it to Airtable. It will then show up automatically in Softr.
@@GarethPronovost Thanks for the reply and guidance. Working on it.
Thank you so much, I'm starting my Airtable journey so this is a wonderful resource. In terms of process though this method has us 1) entering client detail in the client tab, 2) entering invoice details on that tab, then 3) assigning that invoice number back to the client on the client tab. I'm trying to get my head around why you wouldn't add the client name into the invoice details tab and remove that third step? Is it because you'd have to enter the name against each item whereas using the Client tab means you only have to assign an invoice number against the client once?
Excellent, welcome to the channel! You may wish to watch our updated video for 2023 here: czcams.com/video/kU5M8MgkM-A/video.html
To your question, we want to link the client to the invoice because if we add it to the detail then we have to add the client for every detail. This really comes down to how your data relates. In our case, an invoice is comprised of many services, but only one client, so the connection is best made between the invoice and client and then another connection between invoice and details.
Hope this helps!
Uh, how did you go straight to sending an email in gmail when you clicked the link? This functionality doesn't exist on my windows 11 PC. Thanks!
Gareth are there any bots you recommend to move records from one table to another at a certain pace
I'd question the need to do so before going further down this path. Typically there's a design flaw in the database if moving records from one table to another is required. Preferred options work with status fields but keep the data in one table
Each workspace having its own paid tier is like buying several filing cabinets with a different number of drawers. Some filing cabinets will have more drawers than other filing cabinets because you needed to pay for more.
It is a weird revenue structure, to be sure. I do wish it was just one amount per license, but 🤷♂️
How to tune the ROLLUP function there to count only for the invoice 1001 and not everything in the field? In the present state it is only one invoice, and if there were more than one, would that roll up still be smart enough? Or some additional tuning required I suspect.
The roll-up will only aggregate values from records that are linked to it, so it will only include those that are connected to the particular invoice. You may also add a condition to the roll-up. For example, only include the linked records that were created after a specific date.
Has anything changed since this video was released with Airtable?
Is it possible to create a template to use over and over again? I have a bunch of stuff and checklists I’d like to add and repeat
Absolutely, check out this video for some inspiration: czcams.com/video/PVei8PnNCQU/video.html
I really like your videos. But I can't do the formula "Concatenate" at all. Although I basically followed your steps. :(
Quick question, sir: If I want to import data to another database like MS SQL, can we also import the tables and data with the relationship? If yes how can we do that?
You can import in several ways, including copy + paste, csv imports, and an import extension. It's not a direct integration from SQL, but with a bit of effort you can do it!
Hi Gareth what do you charge per hour for consulting on a scenario for Airtable use?
Hey Brandon, I don't take consultations personally but my team is available on our website for hire by the project or by the hour.
@@GarethPronovost My apologies for the DM, I didn't see the website url....will look for it now. Thanks ....looked up the url. $250 for one hour or $1000 for 5 hours... that's expensive enough for me to hold off and try to do what I can on my own. I would pay $250 if I could be assured all of my questions were addressed.
Very well done video, but the "beginner" part stops after the 10th minute! (and yet I'm not even exactly a beginner anymore!). I really don't understand when to use some data in a separate table (=to be linked), or use it in the same table. How do we know how to decide this?
LOL! You're not wrong, this went a bit deep for "beginners" as the video went on...
To your question about using a table vs. using a drop-down field (Single select or Multi select) it's more art than science. The big determinant is whether there are multiple fields you have to track within the selection. If no, then a select field should suffice, but you may need to upgrade it to a linked table in the future...
@@GarethPronovost Yes, thank you... I am doing my tests and experiments... ! There is a lot to learn. Do you think I could make a base (or a table?) of ALL my tags (between 20 and 30 that I use for everything), and see them applicable across all my bases? I'm not sure I understand how deep this functionality can go!
Thanks anyway for your awesome videos.
This was really good but not sure if it's beginner's level. Showed it to someone who hasn't used airtable and they were super confused.
Finding the right balance is hard. 😂
@@GarethPronovost yup! I liked it! A good video for airtable beginners
So when I enter CONCATENATE, the parenthesis is black, not green. I try to type to setup a formula with first and last name, and it error's. Bought your program, is there a slack or anything to ask questions on?
Hey Lucas, our courses are stand alone and don't offer coaching, but we do have a separate mastermind group for ongoing support. I wouldn't worry too much about the color of the parenthesis, new updates can change that. It's the syntax that I'd focus on:
For example,
CONCATENATE({First Name Field HERE},' ',{Last Name Field HERE})
@@GarethPronovost thanks. I forgot to end my statement 🤦♂️ I bought the course and will start there.
You sound perfect at 1.5x speed lol... thank you for the informational video
Lol! I rewatch these videos at 2x 😂
Happy to help, thanks for watching!
Hi , Let's say I have a customer list in view gallery. Can I add a button to send a direct email (with my info: first name, last name, email...) to the customer?
The button field can be configured to produce a URL. If you can write a formula that includes these variables, then you can make that the "action" of the button when pushed. However, if your output is dependent on WHO is using the tool and pushing the button, you will want to explore building an interface because this will be the only way to capture the user information
@@GarethPronovost Thanks
Question, let's say that I have 1000 companies to send an email to every month (not the same contain in the email regarding the company), How can I create a button that allows me to send those emails (filled with info from the database) to those 1000 companies in one time ?
This sounds like something you want to use an Email Service Provider for, not a database like Airtable.
@@GarethPronovost thx for your answer
is this the free version?
I was using a paid plan when this was recorded
this concatenate first and last name keeps coming back as an error, Concatenate is green and first name, last name are purple
Sounds like a syntax issue in the formula. Can't tell for sure without seeing it, but I'd suggest going through the formula again one step at a time.
Hi. You have an airtable Mastermind?
Would be helpful if you got more specific. i.e. Cost - how much do “colours” cost. or how many records do you get for free and at what level should you pay. And how much does that cost?
Thanks Jim - you can check out the pricing options on the website here: airtable.com/pricing
Hi, I'm a research administrator at a University looking to improve processes. In your opinion, in addition to no code/automation, what makes Airtable a better choice than perhaps Access?
Hi! I think Airtable is more user friendly and the fact that it's cloud-based is pretty useful. Access is a bit dated, although still highly functional in the right hands.
It's mostly very helpful but when you start plugging in formulas and using terminology like "concatenate," I didn't understand where or why it wasn't previously explained. Did I miss something? Thank you either way. 🙏🏽
It's a function / word / thing that's very common in this field. Basically, it's taking two (or more) things and making them one.
In math, adding 1 and 1 is 2. But if you concatenate 1 and 1, it's 11. Often used with cells.
Thanks Kendrick and sorry David! Kendrick is right, concatenate is a function that strings together elements and creates a string output. Sorry for not explaining this thoroughly in the video.
Good tutorial… but I have to disagree with your choice of unique key as full name is far from unique enough… 😉
Confused me when showing the wrong way to do it. You then went on and didn't mention the fields you created when doing it the wrong way were going to be important when showing the right way.
if I don't have any excel fluency and I am a true beginner, am I doomed
Not at all! Excel fluency really helps with formula writing, but now Airtable AI is so helpful in writing formulas for you, there's hardly any advantage!
Your shelving is not level.
I just drowned in the deep end
We have life vests. 🦺
GET. TO. THE. POINT.
Hope the video timestamps help! 🤞
Haaaaaallelujah! It's an ACTUAL database, not a spreadsheet in disguise.
That's how I felt when I found it! 🤣
Fake comments
This was useless. I am not interested in creating invoices. That's all this video talked about.
This is ONE video. He has others. What are you interested in learning. I may be able to point you in the right direction.