Example: When presenting quarterly sales team data to stakeholders or clients, Excel is a valuable tool. You can export your Airtable records to Excel, create pivot tables to summarize sales by region, and add interactive charts to visually compare month-over-month growth. This level of customization makes your Excel reports data-rich and easy to understand.
3. Cross-platform compatibility
Airtable's flexibility can be limited when integrating with multiple business systems.
Exporting your data to Excel ensures cross-platform compatibility, facilitating collaboration and data sharing. This makes information management and analysis easier.
Example: If your finance department uses accounting software like QuickBooks or SAP that business development directors email list doesn’t integrate directly with Airtable, exporting your project data into an Excel database can help. You can easily format the data and import it into the financial system, simplifying report sharing across departments and improving collaboration.
Aside from this, note that you can export Airtable to Excel if you wish:
Avoid being locked into Airtable's proprietary platform and reduce switching costs
Working with large data sets that Airtable struggles to handle efficiently
Operating in a highly regulated industry, such as healthcare or finance, and the need for stricter compliance and security controls
You find Airtable's automations and integrations are too basic for your needs, or you're hitting API limits
Look for better value for money, as Airtable prices can increase with larger teams and data sets
Also Read : Airtable Vs. Google Sheets: The Ultimate Spreadsheet ShowdownHow to Export Data from Airtable to Excel
Here is a simple, step-by-step guide to export data from Airtable to Excel in just a few clicks for better analysis and reporting:
Step 1: Create a view in Airtable
Log in to Airtable: Open the database that contains the data you want to export
Create a view: Click the view switcher icon and select "Create" to create a new view. Choose the view type based on how you want the data to be displayed, such as Grid, Kanban, or Calendar.
To export data from an Airtable database to Excel, open the database, click the view switcher icon, and select a view type such as Grid, Kanban, or Calendar.
Via: Luis Iacobellis
Customize the view: Give your new view a name and organize the fields by sorting, hiding, or filtering records. This way, you only export the data you need in the format you prefer.