Learning Airtable - Helion

ebook

Autor: Elliott Adams
ISBN: 9781098133337
stron: 382, Format: ebook
Data wydania: 2023-12-07
Księgarnia: Helion

Cena książki: 245,65 zł (poprzednio: 285,64 zł)
Oszczędzasz: 14% (-39,99 zł)

Osoby, które kupiły tę książkę, wybierały także »

Get a concise yet comprehensive overview of Airtable, one of the most versatile platforms to emerge from the no-code movement. Whether you're 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 applications
Use Airtable to replace internal tools such as spreadsheets
Build applications utilizing relational data--without any knowledge of software programming
Evaluate whether you can build a solution on Airtable rather than purchasing software
Understand the limitations of the Airtable platform when compared with writing a software application from scratch

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Spis treści

Learning Airtable eBook -- 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