Sorry this is really basic but I can’t seem to do it with linked tables or cross-docs. I just want to take filtered data and text from a table and show it in a separate document (not in a table). It’s a summary document. I can do this easily with my tables and the summary in a single document, but I can’t figure out how to pull selected table data into a separate document. Thanks!
Would you mind sharing a dummy doc?
I can think of several ways to achieve this, but would be helpful to see how does your data look like.
Cross-docs is still probably your best option, but then you can display data in the canvas by writing an inline formula (type ‘=’) and then referencing specific rows and fields from the cross-doc table (with the ‘@’ you can reference any row from the formula editor).
Probably you will need to add some format() magic for good measure.
Hope this helps,
Pablo
Sure, these screenshots show 1) the top of a table full of course information, and 2) the way that info is formatted in the document view. But right now they’re both in the same document. I want the view to be a separate document I can share, but not the table.
Hi Sarah,
it is not possible to use formulas across documents. You have one of two approaches:
- Pull the information into a page in the main document using Pablo’s suggestions, and then sync those page(s) to a new document.
- Cross doc the table to a new document, and then implement Pablo’s suggestion on a separate page. But then the tabe is in the doc, and accessable.
p
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Hey Sarah,
I made a little demo, is this something similar to what you were trying to achieve?
If so, feel free to duplicate the doc and check out the formulas I used. Here I’m assuming that the table is already in the destiantion document via cross-docs.
Hope this helps,
Pablo
Hi Pablo,
Thanks - that’s basically what I have already, with my tables at the top and the text below that using formulas. I just need to find a platform that can manage db tables and display views as different documents. Maybe eventually Coda will be able to?
Cheers,
Sarah
Thank you very much, Piet. I’m going to learn both options. But I also just discovered you can hide pages from users who aren’t Doc Makers, which solves my current problem: I can put all the tables in a hidden page and just share the document page.
Sarah
You mean display rows as different documents? If so you can use a canvas column and use the same formula I used without the forEach()
I updated the demo
Hello @Sarah_Berry ,
Just a word of warning about the hidden pages ‘trick’: hidden pages is a UX type of function, but the the only thing you accomplish is that pages are out of direct view (like in the left side bar). There is a way to get direct access to these pages by anyone that has access to your doc (ie. any editor), but also using the search function will guide your users to your hidden pages (and let them open these pages at will).
I like to use hidden pages to improve the usability of my docs, but it is not a safeguard for your data (tables).
Feel free to ask for more detail if needed - or search this forum. It’s a pretty ‘popular’ subject.
Greetings,
Joost
Ah, thank you that’s excellent information. Much appreciated.
Sarah
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