I have this table called last contact information where I try to find out which person I last contacted.
I’d like to see a report within the table that lets me filter by when I last had contact with people.
So I can run a report — “show me everyone that I haven’t contacted in the last 90 days” (or any other duration of days) and also see everyone who doesn’t have a date in their for last contact.
Hi @Carlo_Cardenas! Here’s an example of how this can be implemented in Coda.
Step 1: Create a Filter Controller
- Right-click on the column containing the dates (
Date of contact
).
- Select Filter → Canvas control → Create Control.
- This will create a filter controller with a variety of useful date ranges. Adjusting these ranges will automatically filter your data.
Step 2: Add a Condition for Blank Dates
To include rows with blank dates in the filter, modify the table filter settings by adding this formula:
If(
[Date is blank],
thisRow.[Date of contact].Matches([Select Last Contact Information Date of contact]) OR thisRow.[Date of contact].IsBlank(),
thisRow.[Date of contact].Matches([Select Last Contact Information Date of contact])
)
Optionally, you can add a toggle control near the date filter to enable or disable this parameter.
Step 3: Enable Sorting
For better organization, enable sorting to display records from the earliest to the latest dates. This will improve the readability of your data.
Step 4: Use Conditional Formatting
To make the data more visually appealing:
- Create a property that calculates the number of days that have passed since the contact date:
Today() - thisRow.[Date of contact]
- Apply Color Scale in the Conditional Format settings of the table, using this property. Set a maximum threshold for color identification.
Step 5: Configure the Clients Table
In the clients table, you can add a calculated property, Last Contact, that determines the most recent contact date for each client. Apply similar conditional formatting as in the main table using the Days passed
property.
Step 6: Explore the Example Doc
For further reference, I have prepared a sample document that demonstrates these configurations. You can copy it to your workspace to explore the setup in detail.
Summary
By implementing these measures, you can:
- Filter data dynamically with date ranges and include blank dates.
- Sort data for better readability.
- Highlight key information with conditional formatting.
- Add calculated fields for deeper insights into client interactions.
I hope this information will be helpful to you! Wishing you success in Coda
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hi @Carlo_Cardenas ,
although I like the creative solution of @Tamerlan_PRO quite a bit (dding a column with day values), there is a shorter route I show below.
the date picker outputs two date values and we apply a filter relating to the first and last value (or min & max which are the same in this context).
thisRow.[date of contact] >= [date range 1].First() and
thisRow.[date of contact] <= [date range 1].Last()
@Tamerlan_PRO made many great comments worthwhile to follow!
cheers, Christiaan
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What I find fascinating about Coda is the many different ways to get something done. a 3rd way would be to default new dates to say 1/1/1970, rather than leaving them blank.
If you would like customers never contacted, you would then filter for date = 1/1/970. But they will also be included in any search for customers not contacted in greater than x days.
P
Thank you so much, I’ll give this a try.
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@Carlo_Cardenas,
in this blog post you find the solution explained in greater detail:
enjoy, cheers, christiaan
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@Carlo_Cardenas I highly recommend reading Christiaan’s blog! It’s a real treasure trove of valuable knowledge about Coda! And I recommend it to everyone who happens to see this message.
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