Hi friends. I tried searching for this but couldn’t find an example that’s exactly what I’m after. Please forgive what might be an unintelligent question. I’m not the best at being fancy in Coda yet, but I’m aspiring!
I’m working with lead lists for a sales team. We use tiers to decide which rep should work what, and we assign the tier based on the employee count of the prospect. A Tier 1 account, for example, would have 1000+ employees, while a Tier 2 account would have fewer than 1000 employees.
I’d like to set up some logic so that if the value in the Employee Count column is >1000, the formula will populate the number 1 in the Tier column (and if <1000, it will put 2 in the Tier column). I can’t seem to find the right way to do this!
Similarly, I need to create essentially the same formula but for text values. So if the name Adam gets entered into the AE column, the SDR column gets updated with the name Eve (bonus points if I can make that relationship bidirectional, so the SDR column saying “Eve” also makes the AE column populate with “Adam”).
Any help would be so appreciated! I think if I can work this out, I’ll be able to make our Coda tables smart enough to get some time back for my sales ops person.
It’s Friday and I am about to go to the bars - so my response won’t include an example. But you want to use switch if … look at the formula docs under resources or search community for switchif examples. Its super simple
The switchif and substitute methods do away with the extra table, at the expense of formula complexity. The filter formula adds a table, but is easy and visible to maintain, with a very simple formula that does not need to be changed when new entries are made.
Wow - thank you! It took a little bit of fiddling, but I managed to make this work. This is perfect for substituting exact values for other exact values. I’m curious how you would go about doing something like this:
Tier 1s have 1000+ employees and Tier 2s have 500-999 employees. How can I make an “Employee Count” column with values like 588, 972, 1235 all trigger the Tier column to display the correct tier? (In the example, 2, 2, 1 respectively)? I’m finding the SwitchIf method difficult to understand, perhaps because I haven’t found an example that feels similar to mine that I can replicate and play around with.
Can Coda understand numbers within a specified range easily or is this going to require a lot of complicated formula work?
My sales ops coordinator is grabbing data from our CRM for me so we can build some account lists in Coda. Adam and Eve always work together on deals. Adam or Eve could be the last person to have contacted a company, so when she sees either one in the CRM, she can simply input whichever one she sees into the Coda table right away. This association would help her move faster so she doesn’t have to recall that Adam and Eve are always linked from memory. It’s definitely a nice-to-have, not something super important, as we could always edit the columns in bulk later.
