How to create and use views to manage large datasets in Airtable?

Uncover top strategies for making and using views in Airtable to handle big datasets with ease. Boost productivity with these expert insights, which are very useful.

Get a Free No-Code Consultation

Overview

Organizing big datasets in Airtable becomes a breeze with views. Views let you tweak how data shows and behaves, boosting management efficiency. They’re super handy for filtering, sorting, and grouping info based on your chosen criteria. This makes zoning in on key data a cinch. With types like Grid, Calendar, Gallery, and Kanban, there’s a view for every kind of visual need. Making good use of views ramps up teamwork, keeps data tidy, and ensures clarity while handling large datasets.

Get a Free No-Code Consultation

Meet with Will, CEO at Bootstrapped to get a Free No-Code Consultation

Book a Call

Will Hawkins

CEO at Bootstrapped

View LinkedIn

How to create and use views to manage large datasets in Airtable?

Create a New Base

Step 1: Head over to the Airtable homepage and hit the “Add a base” button.
Step 2: You can either start from scratch or pick a template that fits your dataset.
Step 3: Give your new base a name, and choose a color and icon to make it easy to spot.

Import or Add Large Datasets

Step 1: Click the “+” sign next to your tables at the bottom of the screen.
Step 2: Select "Import a spreadsheet" if your data is in a CSV file, Excel file, or other compatible formats.
Step 3: Follow the prompts to upload your file and map the columns to fields in the table.

Create Views to Manage Your Data

Step 1: Click the "view" dropdown at the top-left corner of your table to open the view pane.
Step 2: Click the “+” button next to the view list to create a new view.
Step 3: Choose the type of view that suits your need: Grid, Calendar, Gallery, Kanban, Form, or Timeline.

Customize Your Views

Step 1: In the Grid view, use filters to only display records that meet certain criteria.
Step 2: Apply sorting to arrange records in a specific order.
Step 3: Use grouping to categorize your records into different sections based on a field.
Step 4: Customize the visible fields to simplify your view and hide unnecessary fields.

Utilize Filter, Sort, and Group Options

Step 1: Click the “Filter” button to add conditions that records must meet to appear in the view.
Step 2: Click the “Sort” button to define the order in which records appear.
Step 3: Click the “Group” button to categorize your records based on a specific field.

Switching Between Different Views

Step 1: Click on the view name in the top-left corner of your table.
Step 2: Select the desired view from the list to switch to it.

Share Views

Step 1: Click the “Share view” button at the top-right corner of your view.
Step 2: Toggle “Share publicly” to generate a shareable link.
Step 3: Update permissions to control who can view or edit your dataset.

Use Collaborative Features

Step 1: Add collaborators by clicking the “Share” button at the top of the base.
Step 2: Enter email addresses and specify their permission levels (read, comment, edit).
Step 3: Utilize @mentions and comments to communicate with team members directly on the records.

Automate Workflows

Step 1: Click the “Automations” button on the right to create a new automation.
Step 2: Set up a trigger and define actions to automate repetitive tasks.

Regularly Update and Maintain Views

Step 1: Regularly review your views to ensure they meet changing requirements.
Step 2: Adjust filters, sorting, and grouping as necessary to keep your data organized.

Explore more Airtable tutorials

Complete Guide to Airtable: Tutorials, Tips, and Best Practices

Explore our Airtable tutorials directory - an essential resource for learning how to create, deploy and manage robust server-side applications with ease and efficiency.

Learn more

Why are companies choosing Bootstrapped?

40-60%

Faster with no-code

Nocode tools allow us to develop and deploy your new application 40-60% faster than regular app development methods.

90 days

From idea to MVP

Save time, money, and energy with an optimized hiring process. Access a pool of experts who are sourced, vetted, and matched to meet your precise requirements.

1 283 apps

built by our developers

With the Bootstrapped platform, managing projects and developers has never been easier.

Our capabilities

Bootstrapped offers a comprehensive suite of capabilities tailored for startups. Our expertise spans web and mobile app development, utilizing the latest technologies to ensure high performance and scalability. The team excels in creating intuitive user interfaces and seamless user experiences. We employ agile methodologies for flexible and efficient project management, ensuring timely delivery and adaptability to changing requirements. Additionally, Bootstrapped provides continuous support and maintenance, helping startups grow and evolve their digital products. Our services are designed to be affordable and high-quality, making them an ideal partner for new ventures.

Talk to us

Engineered for you

Fast Development: Bootstrapped specializes in helping startup founders build web and mobile apps quickly, ensuring a fast go-to-market strategy.

Tailored Solutions: The company offers customized app development, adapting to specific business needs and goals, which ensures your app stands out in the competitive market.

Expert Team: With a team of experienced developers and designers, Bootstrapped ensures high-quality, reliable, and scalable app solutions.

Affordable Pricing: Ideal for startups, Bootstrapped offers cost-effective development services without compromising on quality.

Supportive Partnership: Beyond development, Bootstrapped provides ongoing support and consultation, fostering long-term success for your startup.

Agile Methodology: Utilizing agile development practices, Bootstrapped ensures flexibility, iterative progress, and swift adaptation to changes, enhancing project success.

Yes, if you can dream it, we can build it.