Automation Between Two Tables in Coda: How to Group Data by Day?

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I’m building a Trading Journal in Coda and I have two related tables. The first table is where I enter all the details of each trade (Table 1), and I’d like the second table (Table 2) to automatically populate with aggregated data by day, such as the number of trades, total PnL, and other relevant metrics.

Currently, I have to manually enter the data into the second table, but I want it to populate automatically as I enter trades in the first table.

My question is: How can I make it so that whenever I enter a trade in Table 1, the corresponding data is updated automatically in Table 2? Is there any formula or method to group the data by date and calculate metrics like the number of trades and PnL per day?

I would appreciate any advice or formulas that can help me automate this process.

Thanks in advance!

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2

Hello @Jordi_Marti ,

Yes, this can be done without too much effort.

First, make an automation which is triggered by the creation of a new row in your Trading Journal.
Have the automation check in your Daily PnL if there is already a record for this day - if not, let it make a new row in your Daily PnL.
In your DailyPnL you can check the number of trades and the total profits with straightforward formulas doing a count of sum of the (filtered by date) data in your Trading Journal.

If you share a (dummy) doc with your setup, we can help you with your formulas.

Greetings,
Joost

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