Inside this article:

The Lookup column format
The Lookup formula

How to use Lookup Columns

One of our most powerful column formats, Lookup from Table allows you to link information from another table to the current table.  This is a great way to ensure that information in your doc is consistent across tables and sections.  As a heads up to spreadsheet aficionados, our Lookup Column format works a little differently than vlookup.

Lookup column formats allow you to reference an entire row from another table.  You can then project information from the newly-linked row to other columns in the current table.

Here's how to set up a Lookup Column:

  1. Decide which table you want to pull information from and set the display column for the column you want to act as the name of the row. For example, the core features of a project.
  2. Now you can refer to this table's information in other tables using the Lookup column format. Click the column dropdown to change the format to lookup from your previous table:

3.  To make changes to information in looked-up columns, head to the original table and update the source material.

4. Your lookup column is a reference to another place in your doc, rather than a plain string of text. Need more details on the difference? Check out this article.

Now that you have your Lookup Column, there's a few things you can do:

  1. Hover over items in the Lookup Column to see all of their information. For example, "Who owns this feature?"

2. Create formulas using the lookup's details using the "." of Coda's formula language. For example, "What is the health score for the feature?"

How to use the Lookup formula

Sometimes you'll want to leverage the power of the Lookup inside of your formulas as well. Here's where the Lookup formula comes into play:

  1. First, type the name of the Table you want to pull from and then .Lookup
  2. You'll then enter the column you're interested in searching
  3. Lastly, you'll type your match value - in other words, what you're looking for

For example, if I want to know how many tasks have been assigned to the Mapping team, I could use the following:

=[All Tasks].Lookup(Team, "Mapping").Count( )

You'll notice that when you start typing a Lookup formula that the match value defaults to thisRow. Coda does this to save you time by setting you up to match the display column, but you can always edit this if you like.

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