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Union merge

A more complex demo which merges tasks, meetings, and projects, to view the task due dates, meeting dates, and project start-to-deadline spans together in a single calendar
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Jump to
Calendar view of Tasks + Meetings + Projects
⁠
at the bottom of the page to see the magic ✨

info

Tables in this demo doc are not editable, and the doc cannot be copied. Check out the starter template version of this demo instead:
https://coda.io/@loucadufault/merge-table-pack-union-merge-demo
⁠
⁠

The below
Tasks + Meetings + Projects
⁠
sync table merges rows from the
Tasks
⁠
table,
Meetings
⁠
table, and
Projects
⁠
table onto the union of the columns of each table.
Merge table details
The “Merged Row” column is a special sync table row representing the merged row itself, and the “Table Name” column is another pack-created column representing metadata about the merged row. These columns can be hidden.
The rows are grouped based on which table they were merged from, but you could un-group them.
All columns are shown, but you could hide or delete them.
Union merging details
With union merging, the resulting columns are those in any of the tables included to be merged, and their values are those of all the rows of all tables, under these columns (merged under the same column(s) for any common column(s)).
Since we are using union merging, some columns are not common to all tables included to be merged, and so they are blank for rows coming from tables that do not share those columns.
Tasks + Meetings + Projects
2
⁠
In the
Enriched view of Tasks + Meetings + Projects
⁠
view, we add a column to prefix the row name with an emoji to differentiate events in the
Calendar view of Tasks + Meetings + Projects
⁠
. We add another column to show dates for rows from the
Projects
⁠
table that span from their “Start” to “Deadline” columns.
Added columns details
We want to be able to distinguish events in the calendar based on which table they come from, so that we can tell apart
Tasks
⁠
,
Meetings
⁠
, and
Projects
⁠
. So we add a column, “Event name” that adds an emoji to the row name to represent the type of event, and set it as the display column for the calendar.
We want the calendar to show dates for events that span multiple days, for rows from the
Projects
⁠
table that have a “Start” and “Deadline” column. Calendars in Coda require that all events have a start and end date in order to accomplish this (rows with the same “Event start” and “Event end” will appear as single-day events).
We add an “Event start” column to the Merge table, which will serve as the start date for the calendar view. The “Event start” is the same as the “Start” column for rows coming from the
Projects
⁠
table, and the same as the “Date” column for rows coming from the
Tasks
⁠
and
Meetings
⁠
table.
The Merge table already has a “Date” column, which will serve as the end date for the calendar view. The “Date” column is included in all the source tables. For
Tasks
⁠
and
Projects
⁠
tables it is a hidden helper column which is the same as the “Due date” and “Deadline” columns (for the
Meetings
⁠
table, its column is simply named “Date”, since deadlines don’t really make sense for meetings.)
With a few additions to the Merge table we get a clear visualization of all project-related events as a single calendar in our
Calendar view of Tasks + Meetings + Projects
⁠
view.
Enriched view of Tasks + Meetings + Projects
2
⁠
Calendar view of Tasks + Meetings + Projects
2
Not synced yet

April 2024

Month
Today
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
31
01
02
03
04
05
06
🎯 Marketing Pages
🎯 iOS App
🤝 Design mock review
✅ App development
07
08
09
10
11
12
13
🎯 Marketing Pages
🎯 iOS App
🤝 QA bug squash session
🎯 Android App
🤝 App development design session
14
15
16
17
18
19
20
🎯 Marketing Pages
🎯 Android App
✅ App design - iOS
✅ Create launch promotion plan
21
22
23
24
25
26
27
✅ Design mock approval
✅ App design - Android
🤝 App design planning
28
29
30
01
02
03
04
✅ QA + bug squashing
⁠
The calendar view neatly merges together all the
Tasks
⁠
,
Meetings
⁠
, and
Projects
⁠
.
From each event in the calendar you can easily navigate back (hover over the event then click the link) to the actual row in its table somewhere else in the doc to get the full picture or make edits to the source.
The calendar can be kept in sync automatically, and refreshed on-demand.
Jump to Union merge at the bottom of the page to see the magic ✨
Tables in this demo doc are not editable, and the doc cannot be copied. Check out the starter template version of this demo instead: https://coda.io/@loucadufault/merge-table-pack-union-merge-demo
Tasks + Meetings + Projects
Enriched view of Tasks + Meetings + Projects
Calendar view of Tasks + Meetings + Projects
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