Groups, Table Views, and Formulas

Sometimes when you have a lot of information, 0:00 it's helpful to organize it into groups so it's easier to view. 0:03 You've learned how Coda tables structure and manage data like tasks, 0:07 learning goals, and more. 0:11 In the introducing Coda workshop, I gave you a quick preview of how to change table 0:13 views and display data in different ways. 0:17 In this video, we'll create a card view of our Learning Plan table and 0:20 group the cards by status. 0:25 First in the Learning Plan table, I'll click Sort, 0:27 then delete sort by Status – Ascending, so that I'm able to 0:31 rearrange my status groups in card view just for this example. 0:36 Now let's select, copy, and 0:41 paste the second view directly below our current Learning Plan table. 0:43 I'll select the entire table, then copy it using Cmd+C on Mac or Ctrl+C on Windows. 0:50 Then paste a new table below using Command+V on Mac or Ctrl+V on Windows. 0:58 Notice that this new table is called View of Learning Plan. 1:06 Now I'll click the table Options button, 1:12 then select Group and click the Add group button. 1:16 Then choose group by Status on the Left. 1:22 One of the most powerful aspects of Coda is the way it lets you look at 1:27 the same data in many different ways. 1:32 For example, a table can also be viewed with more details using the Detail view. 1:34 If you have numbers or dates, you can view the table as a chart, 1:41 timeline or calendar. 1:45 Think of a view of a table as a mirror of your data. 1:50 Any changes you make to one view is made in the other, so 1:53 you don't have to make changes to each table. 1:56 So let's change our View of Learning Plan table and 1:59 display it as cards in card view. 2:02 Here in the table options, select Cards. Leaving the table options sidebar open, 2:05 select Group, then change Left orientation to Top so 2:12 the Status column header is displayed on the top. 2:17 I'll scroll up and reselect Done in the status drop down so 2:23 that it displays in my View of Learning Plan table. 2:28 Then rearrange my groups so that Not Started is on the left, 2:36 then In Progress, then Done. 2:40 And then I'll go to the options menu to the right of each column header and 2:42 select "Pin this group" so that these groupings are always displayed, 2:48 even if no cards appear in a particular status column. 2:54 Now let's select a card or two and drag and 3:03 drop them between the different groups. 3:06 This for example is how you might track your learning progress. 3:10 Once you've completed a lesson, drag it to the next status. 3:13 Notice how any changes you make to view of learning 3:18 plan are made in the Learning Plan table, neat. 3:23 What makes Coda even more powerful are formulas you can add directly on 3:27 to any page outside of a table. 3:32 Let's add a quick summary at the top of the page of 3:35 how many lessons are "In Progress" and how many lessons are "Not Started". 3:38 First, type In Progress, then select it and 3:44 format it as an H3 Small Heading. 3:50 On the line below, I'll type Not Started and 3:55 format this as an H3 as well. 4:01 Then on the top line, I'll type an equals (=) sign. 4:08 This formula window that pops up is where we can tell Coda to pull information 4:13 from the Learning Plan table, filtering out only those rows where status 4:18 equals in progress and to give us a count of the number of instances. 4:23 To do that, in the Add formula text box, 4:28 I'll type Learning Plan.filter, 4:34 and in between the parentheses 4:40 I'll say Status = In Progress, 4:45 then outside of the parentheses, type .Count(). 4:50 That displays 2, because currently, 2 lessons are in progress, great. 4:58 I'll do the same for the not started summary, 5:05 type an equals sign, then in the Add formula text box, 5:10 type Learning Plan.filter Status = Not Started. 5:16 .Count(). 5:26 You can copy these formulas from the teacher's notes with this video. 5:28 And that displays 2, great. 5:33 Notice how Coda makes it easy to display dynamic values directly on the Canvas. 5:37 Each time the Status changes to Not Started in the table, the Not Started value changes at the top. 5:42 To learn more about about formulas, 5:49 go to the Coda resources section in your workbook. 5:51

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