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Airtable Fundamentals

From beginner to power user

Topic: Business
Dawn Griffiths

Airtable is a cross between a spreadsheet and a database. It stores your data and lets you view it in multiple different ways. You can even create and share online forms. You can use Airtable to organize anything, from planning projects to managing customer relationships to tracking bugs and more. The possibilities are endless.

Join expert Dawn Griffiths to go from an Airtable novice to a power user. You’ll learn how to quickly create your own solutions using tables and views, display data on calendars and Kanban boards, create forms you can share with others, and use built-in formulas to get the results you want. You’ll even discover how to use blocks to create dashboards, share your content, and collaborate with others. You’ll leave able to quickly create custom Airtable solutions, saving you and your business time and money.

What you'll learn-and how you can apply it

By the end of this live online course, you’ll understand:

  • How tables let you organize and store your data
  • How views let you see and work with your data in different ways
  • When it’s helpful to link tables
  • What apps are and what they can be used for

And you’ll be able to:

  • Quickly build an Airtable solution that organizes your data in a way that works for you
  • Create calendar, gallery, and Kanban views of your data
  • Create online forms that you can share with others
  • Write formulas and perform calculations
  • Create dashboards
  • Share and collaborate with others

This training course is for you because...

  • You’re a project manager who wants to track tasks and plan projects.
  • You’re a salesperson who wants to record customer interactions.
  • You’re a researcher who wants to collect and organize research.
  • You’re an entrepreneur who wants to build and launch a product.
  • You’re a team manager who wants to plan work for your team.
  • You run a business, which you want to organize.
  • You’re a software developer who wants to quickly build and prototype solutions.
  • You work in marketing and want to run a campaign.
  • You’re an Excel user who wants to find out what Airtable has to offer.
  • You simply have an idea that you want to organize.

Prerequisites

  • An Airtable account (Sign up for a free account preferably less than 14 days before the training. This should give you access to a 14-day free trial of the Pro plan, which is useful but not required for this course.)
  • Basic Excel or database knowledge

About your instructor

  • Dawn Griffiths has over 20 years’ experience using Excel. She’s written several books in the Head First series, including Head First Statistics, Head First 2D Geometry, Head First Android Development, and Head First Kotlin. She also developed the animated video course The Agile Sketchpad with her husband, David, as a way of teaching key concepts and techniques in a way that keeps your brain active and engaged. She has a first-class honours degree in mathematics.

Schedule

The timeframes are only estimates and may vary according to how the class is progressing

Tables and bases (45 minutes)

  • Presentation: What’s a base?; What’s a table?
  • Walk-throughs: How to create a base; records, fields, and data types; how to use the summary bar; sorting and grouping
  • Hands-on exercises: Create a base; create a field and calculate a summary; group data and calculate a summary
  • Q&A

Break (10 minutes)

Views (30 minutes)

  • Presentation: What’s a view?
  • Walk-throughs: How to create a grid view; how to use hidden fields and filters; how to create different types of views (gallery, calendar, and Kanban); how to create a form
  • Hands-on exercises: Create a grid view with a filter; create a form and enter data
  • Q&A

Working with multiple tables (30 minutes)

  • Presentation: When you might need extra tables
  • Walk-throughs: How to create a new table and link its records; linked record data types (lookup, count, and rollup)
  • Hands-on exercises: Create a new table with linked records; get results using count and rollup
  • Q&A

Break (10 minutes)

Data types and formulas (30 minutes)

  • Walk-throughs: More useful data types; how to use the formula data type; how to use formulas to perform calculations
  • Hands-on exercises: Use more data types; use a formula field to calculate a result
  • Q&A

Apps and dashboards (15 minutes)

  • Walk-throughs: How to add apps to a dashboard; how to use apps such as summaries, charts, and pivot tables; how to create extra dashboards
  • Q&A

Sharing and collaboration (10 minutes)

  • Group discussion: Sharing views and bases; collaboration
  • Q&A