Hi there,
I’m trying out Coda and very happy with it.
I have two questions regarding formulas and hope to get some answers here.
Q1.
If you see “Summary > Monthly Summary per Category”,
I grouped the table by Year Month and Category.
I was able to display a chart with Year Month + Category + Sum(AMOUNT).
And now I want to display “sum(amount)/budget” instead of sum(amount).
So first, I added a column named “Budget” there, but my formula doesn’t work.
It’s basically getting a row from “Budget” table matching Category, and why is the result an empty array?
Q2.
This is minor compared to the first one.
If you see “Summary > Summary of this month”, on “Budget” columns, there’re red triangles and the tooltip says it’s not a valid row reference. What does it mean?
It doesn’t work because you’re comparing in your Filter() formula 2 different things : a “reference” and a text.
This should help to get what you want : Budget.Filter(Category.Category=thisRow.Category).Amount
Category.Category will get the “text” from the table you use in your section “Meta”
What you could possibly do is to make your Category field in that table a select list/lookup field from [Budget] in “Meta” to select your categories and then simply add the related column Amount (just an idea )
The format of the field seems to be the problem : By changing it to a Text field, the little red triangle should disappear
! Welcome 
)
