How to display a filtered view and/or import specific rows from a master table

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I have a master table that tracks all initiatives across different functions for a launch. The data is detailed. For example, one function is “Voice of Customer,” which includes multiple initiatives like different surveys and data collection methods.

Now, I’m setting up separate tables by function, for example, a table that only shows Voice of Customer initiatives. I need help with two things:

  1. Creating a filtered view of the master table that only displays initiatives related to a specific function (e.g., just Voice of Customer initiatives).
  2. Creating a new table that pulls selected rows from the master table, showing specific columns related to those rows. The goal here is to be able to modify this new table rather than just displaying a read-only filtered view.

For example, in a new “Voice of Customer” table, I want to select relevant initiatives from the master table and display certain columns associated with them. This would allow me to create tables and use master data (vs a simple filtered view).

I hope this makes sense. Any guidance on either approach would be greatly appreciated!

Thank you.

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Hi June,

Both 1. and 2. can be accomplished with views. The difference is that you need to make the view from 1. read-only. This can be accomplished in several ways, but probably Page Locking is the most straight-forward if you are on the team plan.

Take a look at these articles:
Create connected table views | Coda Help Center
Add locking to the pages of your doc | Coda Help Center

Please let me know if this helped.

Pablo

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