Automatic input Relation Value

[Daniel_Oliveira]

Hello guys, I’m migrating from Notion to Coda and I’m trying to implement a formula where I get the month of one column and if it is January, insert in the relation column the respective value.

I.E: I have a column called “Lanc” and it is date format, on the column called “Balance” I added a formula where I validate the “Lanc” column month and if it is “January” insert the row January from “Balance” table.

Is there a way to do something like that? I would like it to be fully automated

[Pablo_DV]

Hi Daniel,

Welcome to the community!

We could help you more if you share a dummy doc

Guide: How to share a doc with the Coda Community

TL;DR Guide for new Coda-Users: How to share a doc with the Coda Community. Copy and paste it into all topics where there is insufficient information. Long version: Hello folks, This is my first post in this category. I don’t think this post has much added value, but I decided to publish it here anyway. In the last months, I have often seen that new users, in particular, need help, but are not aware that it is extremely important for us to share their document, add a screenshot or anything…

Regarding the first part of your if() formula, there are 2 errors:

• You are referencing the whole Lanc column: Click on the chip to see more details about what does it reference. You should use thisRow.Lanc instead.
• Month() returns a number, not a string, so instead of "01" you should just write 1

Not sure what you are trying to achieve with the rest of the formula, but if you want to retrieve an object from another table, you need to use the filter() formula.

Filter formula | Formulas 101 - YouTube

Let me know if this helped,

Pablo

[Daniel_Oliveira]

Thanks Pablo!! This helped me a lot and I could solve my problem!

Kind regards!