Merge Table Pack

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Demo

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

Jump to

Calendar view of Tasks + Meetings + Projects⁠

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

⁠

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 remaining 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 (and under the same column(s) if there are 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

Tasks + Meetings + Projects

⁠

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 “Start” and “Deadline” columns. Calendars in Coda require that all events have a start and end date in order to accomplish this. So we add another column, “Event Start” for all rows, which together with the “Date” column will serve as the start and end dates for the calendar. The “Event Start” is the same date as the “Start” column for rows coming from the

Projects⁠

table, and the same date as the “Date” column otherwise.

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

Enriched view of Tasks + Meetings + Projects

⁠

Calendar view of Tasks + Meetings + Projects

Calendar view of Tasks + Meetings + Projects

June 2023

Month

Today

Sunday

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

🎯 Android App

🎯 Marketing Pages

🎯 Android App

🎯 Marketing Pages

🤝 QA bug squash session

✅ QA + bug squashing

🤝 Design mock review

🎯 Android App

✅ Create launch promotion plan

🎯 Marketing Pages

🎯 iOS App

🎯 Marketing Pages

🤝 App design planning

✅ Design mock approval

🎯 iOS App

🤝 App development design session

✅ App design - iOS

✅ App development

✅ App design - Android

⁠

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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