Show only the 3 most recently added rows that match a certain value

1

I have a HUGE Coda Doc with lots of master and child tables and dashboards that present views of other tables. It’s essentially a Customer Success Platform built in Coda. Here’s my question.

On my dashboard I want to display only the three most recent rows (in my master meeting notes table) that match the name of the customer I’m currently looking at.

E.g. I am looking at the dashboard for my activity with Acme Corp. I want to have a view of the Master Meeting Notes table that only shows the 3 most recent meetings with Acme Corp. I’ve been filtering it by date and that’s fine, I guess but just would rather see the three most recent meetings regardless of time. I think it would need to involve RowID() but I’m not terribly sure how to just pull the three most recent rows using RowID(). Wasn’t sure if there was another formula I should be thinking of.

Lane

2

Have you tried using Modified (https://coda.io/formulas#Modified)?

Also, why does using the time and date of the meetings not work?

3

Time and date doesn’t work because if I do an on site meeting and have 15 different engagements then I don’t want all if them to appear on the dash oard as they will clutter things up. Also, if a stakeholder is out of town for a couple if weeks then nothing will show on the dashboard but that doesn’t mean I wasn’t engaged. I want just the 3 most recent meetings to appear.

I’m not familiar with Modified(). I’ll look into it. How would you use Modified() to just desplay the three items most recently modified?

4

Thanks for the clarification. Do you have meeting times as a data point?

5

Hi Lane, here is a way to rank and filter by Top 3 -

Let me know if you can get this working for your scenario.

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6

Here are another community posts on this - Using Slice to limit the rows in a view (return Top n rows)

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7

Meeting times are not currently in my model.

8

Unfortunately that doesn’t do what I need. See, the top 3 are being sourced from a master table of hundreds of values. Each value is a cell named “Customer” in it. I want the view to only present the most recent 3 rows where the “Customer” cell matches the value in a control on the page. Let’s say the three customers are dealing with are A, B, C. There are a hundred rows in the table and all of them have either A, B, or C in the “Customer” cell. I select “A” in my control. I want the table view to just show the most recent 3 rows containing “A”.

9

I feel like there could be a more efficient way, but I do have this working on a table where there are more than 3 entries for each of the customers, A, B, and C…

CloudApp

The Customer control selector is named: SelectCustomer

And here are the formulas used:

Data Modified Column:

=Modified(thisRow)

Rank Column:

=Rank(thisRow.[Data Modified],thisTable.[Data Modified])

Rank List Column:

=Filter(thisTable,Customer=SelectCustomer).Rank.Sort().Slice(1,3)

And the Filter for the whole table:

=(Customer=SelectCustomer) AND Rank.Contains([Rank List])
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Updating image above. : )

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