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When architecting a database in Airtable, there are many uses for passing data from one table to another. In fact, this is the true power of a relational database. On my team, we call this “spreadsheets in 3D” - when you really start to tap into the relational database element, it’s like working in a spreadsheet that has crazy layers of depth and complexity. The hardest part of that is understanding the difference between Lookup and Rollup fields. In short, a lookup field looks to a second table that is linked and it returns a field that you specify. The rollup field acts much the same way, with the added bonus of performing some type of “aggregation function” on your data before returning a field. Each of these field types has its own specific use cases. In this video I outline a few of them, specifically as they pertain to creating proper automations. Be sure to stick around for the end of the video where I demonstrate a complex use-case. There are many instances where we’ve needed to use this exact (advanced) procedure to establish the proper lookup relationships for our clients - it requires a few extra steps, but be advised that you can easily hide the extra fields from view after you’ve built the proper logical architecture. What parts of your data presentation and/or automated processes can be streamlined with better use of these complicated field types? _________________________________________ Learn more at these links: 🔗 👇 Join us for our next live training! https://www.garethpronovost.com/webinar-registration Take our free Airtable Crash Course! https://garethpronovost.com/airtable-crash-course Getting Stuck? See how we can help! https://garethpronovost.com Get our Airtable Field Type download! https://garethpronovost.ck.page/field-types _________________________________________ Table of Contents: 📖 👇 00:00 - What this video covers 01:15 - Framing the Example Database 02:08 - Reasons for using a Lookup or Rollup 02:05 - Why a Direct Link Fails 03:53 - Building a Lookup 06:11 - Where the Lookup Field isn't enough 07:26 - Building a Rollup 09:43 - Complex Example (Putting it all together) _________________________________________ Software Resources (may contain affiliate links): 💻 👇 Airtable - https://airtable.com/invite/r/v0eI3ASY _________________________________________ #GAPConsulting #GarethPronovost #Airtable
