Learning Airtable Brzeszcze

Get a concise yet comprehensive overview of Airtable, one of the most versatile platforms to emerge from the no-code movement. Whether youre planning a new project, sharing data analysis within your organization, tracking a detailed initiative among stakeholders, or dealing with any other project that requires well-structured collaboration, this practical book shows you how Airtable is an accessible tool to tackle these challenges.Author Elliott Adams guides you through the process of structuring your data in a relational database, creating automations based on changes to data in Airtable, and building user-friendly interfaces for no-code applications. This showcases how Airtable is superior to the typical options of either non-developers using spreadsheets or making large investments in time-consuming application development.With this book, you will:Learn how Airtable can reduce the need for custom-built applicationsUse Airtable to replace internal tools such as spreadsheetsBuild applications utilizing relational data--without any knowledge of software programmingEvaluate whether you can build a solution on Airtable rather than purchasing softwareUnderstand the limitations of the Airtable platform when compared with writing a software application from scratch Spis treści: Preface Who Should Read This Book Navigating This Book Conventions Used in This Book OReilly Online Learning How to Contact Us Acknowledgments 1. Introducing Airtable What Is Airtable? Airtable and the No-Code Movement How We Got to Now: Spreadsheets and Databases Collide into Airtable Airtables Primary Components Three Sections: Data, Automations, and Interfaces Bases, Records, and Tables Fields Views Automations Interfaces Airtable Pricing Airtables Competitive Advantage The Airtable Community Airtables Backers Design and Product Excellence Airtable in Context What This Book Will Cover Summary 2. Working with Records and Fields Records The Primary Field Fields and Field Types Input Fields Text fields URL, Phone number, and Email fields Single select and Multiple select fields Number, Percent, and Currency fields Duration Date Rating Checkbox Attachment Barcode The Button Field Calculated Fields Autonumber field Created time field Last modified time field Last modified by field Created by and User fields 3. Linked Records and the Lookup Field Why Use Linked Records? Define Relationships Between Things Create a Single Source of Truth and Reduce Repetitive Manual Entry Relationships Between Records in a Relational Database One-to-One Relationship One-to-Many Relationship Many-to-Many Relationships Aggregating Data from Linked Records Lookup Field Creating a Lookup field Adding conditions to Lookup fields Putting conditions on Lookup fields Count Field 4. View Essentials Configuring Views Getting Started with the Grid View The Grid Views Configuration Options Filtering Conjunctions and condition groups Nesting condition groups Sorting Hiding Fields Height Summary Bar Coloring Grouping Creating and Organizing Views Creating a View View Permissions Personal views Locked views 5. Importing Data Importing CSV Files and Spreadsheets Importing Tabular Data from CSV Files Importing Google Sheets and Excel Data Importing Different Types of Data Numbers, Currency, and Dates Numbers Currency Dates Outliers When Importing Spreadsheet Data Checkbox Multiple select field Beware of spreadsheet formulas Sync Syncing an Airtable View Trade-offs when syncing Syncing from another source Multisource Sync Setting up multisource sync Manage fields in multisource syncing Manage and enhance multisource synced tables Security When Syncing Securing shared data with a password Securing shared data via email domain Form View Setting Up a Form Managing Form Access Conditional Form Fields 6. View Types Visually Organizing with Cards: Gallery and Kanban Views Gallery View Kanban View Visually Organizing Using Dates: Calendar, Timeline, and Gantt Views Calendar View Timeline View Gantt View List View 7. Creating the Fall Tour Tracker Base Creating Relationships Between Tables Connecting Cities to Lodging Connecting Cities to Venues Creating the Shows Table Creating the Regions Table 8. Formulas Basics of the Formula Field Formula Components Fields Operators Functions Numbers Text/String Data The Formula Editor Introduction to Operators and Functions Text, numerical, and date and time Logic Array, record, and regex Formula Examples Ampersands (&) and quotation marks () in formulas CONCATENATE() Text Functions SUBSTITUTE() Shortening Venue Names Using SUBSTITUTE(), LEFT(), and FIND() Using FIND() to Find the First Word Creating conditional logic with IF() Date and Time Functions Calculating Weeks of the Tour Formatting show dates Cleaning up the primary field Finding days off in the tour schedule Numeric Functions Calculating Ticket Revenue Estimates Logical Functions Determining Whether to Buy an Insurance Policy Using SWITCH() to Calculate How Many Days Off Between Shows Using Nested IF() Statements for Data Validation 9. The Rollup Field What Does It Mean to Roll Up a Field? Rolling Up Grocery Store Orders Setting Conditions for Rollup Field Choosing a Rollup Function Rolling Up Costs from the Fall Tour Tracker Rollup Functions Arithmetic Rollup Functions AVERAGE SUM MIN and MAX Logic Functions AND OR XOR CONCATENATE Text Function Array Functions ARRAYCOMPACT ARRAYJOIN ARRAYUNIQUE 10. Extensions Three Major Categories of Airtable Extensions Extensions That Work with Data in Your Base Extensions for visual display Chart Summary Utility extensions Dedupe Base schema Batch update Extensions That Connect to Third-Party Services Examples of third-party extensions Data Fetcher NoBull On2Air Backups Scripting Extension Script examples Convert URLs to attachments script Validate emails script How to install a script Installing an extension from the Marketplace Installing custom code into the scripting extension Where to find Airtable scripts Putting code into the scripting extension Top Airtable Extensions Chart Extension Bar chart Line chart Scatter plot chart Donut chart and pie chart Web Clipper Extension The two components of Web clipper Data that the Web clipper extension can capture Setting up the Web clipper Using the Web clipper Advanced Web clipper options Page Designer What you can put into Page designer Static and dynamic elements Available fields and records in Page designer Positioning elements on the page Printing from Page designer Drawbacks of Page designer Translate Extension Setting up the Translate extension Configuring the Translate extension Creating a translation Keeping Track of Extensions The Manage Extensions Dashboard 11. Airtable Automations Airtable Automations Versus Other Connector Software Advantages to Connecting Airtable via Airtable Automations Disadvantages to Connecting Airtable via Airtable Automations The Basics of Airtable Automations The If/Then Logic of Automations Simple Automation: When a Record Is Updated Setting up the trigger Choosing the field to monitor Testing the step Setting up the action Static and dynamic data Pulling dynamic data into the action Testing the action Running the automation Simple Automation: When a Record Matches Conditions Choosing a trigger Setting up the trigger Testing the trigger Setting up the action Testing the action Advanced Automations Advanced automation: daily ticket sales update At a scheduled time trigger Tracking ticket sales in last 24 hours Rolling up ticket sales Finding regions with recent sales in automation Ticket sales notification in Slack Advanced automation: Managing press requests with automations Creating a new table with a form Send an email action Gmail: Send email action Adding conditional actions Matching journalist with publication using Find records action Configuring conditional logic Update Record action Gmail: Send email from press representative Slack message to the team Triggers Airtable Triggers When a record is updated When a record is created When a record matches a condition When a record enters a view When a form is submitted At a scheduled time When a webhook is received When a button is clicked Third-Party Triggers Outlook Email: When email is received Outlook Calendar: When event created and Outlook Calendar: When event changed Google Calendar: When event created, Google Calendar: When event changed, and Google Calendar: When event canceled Google Sheets: When a row is created Google Forms: When a new response arrives Actions Airtables Actions Create record Update record Send an email Run a script Find records Conditional logic in Automations Repeating groups in Automations Third-Party Actions Send a Slack message Send MS Teams message Gmail: Send email and Outlook Email: Send email Google and Outlook Calendar actions Google Sheets: Append a new row to a spreadsheet GitHub Issues: Create issue and GitHub Issues: Update issue Twitter: Post Tweet Facebook Pages: Create a new post Hootsuite: Schedule post 12. Interface Designer Interfaces as a Frontend Why Use Interfaces? How Do Interfaces Work? What Makes an Interface? Creating Interfaces Creating Full-Page Layouts Setting global preferences for full-page interfaces Click into record details Find records Add records Adding a button Creating a Dashboard Interface Adding filters to the dashboard Bar chart to measure ticket sales by region Setting up a scatter plot Creating an Interface with Multiple Tables and Buttons The business case Interface functionality Adding buttons Adding fields Building an automation for an interface button Interface Layouts Record review layout Record summary layout Dashboard layout Form layout Full-page layouts Interface Elements View Elements Calendar Gallery Grid Kanban List Timeline Discrete Elements Button element Chart element Record picker element Filter element Number element Text element Interface Designer Permissions 13. Platforms That Extend Airtable Connectors Zapier Advantages of Zapier Make Advantages of Make App Builders Softr Stacker Summary A. The Web API and Blocks SDK for Nondevelopers The Airtable Web API Whats a REST API? How Does the Airtable REST API Work? What Can You Do with the Airtable REST API? Developing Custom Airtable Extensions with the Airtable Blocks SDK What Are Extensions? The Power of the Blocks SDK How Does the Blocks SDK Work? B. Formula Functions and Operators Text Operators & \n Text Functions CONCATENATE() RIGHT() LEFT() LEN() LOWER() TRIM() SEARCH() ENCODE_URL_COMPONENT() SUBSTITUTE() FIND() LOWER() UPPER() REPT() MID() T() REPLACE() LEN() Date and Time Functions DATESTR() DATETIME_DIFF() DATETIME_FORMAT() DATEADD() DATETIME_PARSE() HOUR() IS_BEFORE() IS_AFTER() IS_SAME() DAY() MONTH() SET_LOCALE() MINUTE() SECOND() SET_TIMEZONE() NOW() WEEKDAY() TIMESTR() WORKDAY() WEEKNUM() WORKDAY_DIFF() YEAR() TODAY() TONOW() FROMNOW() Numeric Operators Numeric Functions AVERAGE() COUNT() MAX() MIN() SUM() ABS() COUNTA() CEILING() EVEN() COUNTALL() FLOOR() EXP() LOG() INT() MOD() POWER() ODD() MAX() ROUND() ROUNDUP() ROUNDDOWN() SQRT() VALUE() Logic Functions AND() BLANK() FALSE() IF() NOT() OR() SWITCH() XOR() TRUE() Logic Operators != = > >= Regex Functions REGEX_EXTRACT() REGEX_REPLACE() REGEX_MATCH() Array Functions ARRAYJOIN() ARRAYCOMPACT() ARRAYFLATTEN() ARRAYUNIQUE() Record Functions LAST_MODIFIED_TIME() CREATED_TIME() RECORD_ID() Error Functions ERROR() ISERROR() Index