I. Intro
The lookup field is a type of field based on the FILTER function. In the Lookup field, you can quickly find and reference data based on specified conditions without having to enter a formula.
The lookup field supports multiple lookup conditions, without the need for formulas. For example, you can:
- Filter data from a certain period.
- Look for all information that includes a keyword
II. Steps
Create and delete the field
- Create the Lookup field: Click the + icon in the upper-right corner of the table and enter a field title. Then, select the field type as Lookup, configure the field conditions, and click Confirm.
- Delete the Lookup field: Right-click the Lookup field title and select Delete field.
Configure the field
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- Set the field that you need to reference (what information you want to reference).
- Target table: Select the table that contains the field you want to reference.
- Target field: Select the field that contains the data you want to reference.
- Note: All field types in Base can be referenced by lookup fields. The lookup field will use the same format as the source fields. If the referenced field is a one-way or two-way link field, the linked records will be deduplicated by default.
- Set the lookup conditions (what conditions the data you're looking up must meet).
- Field in target table: Select the field in the target table that is related to the target field in the current table.
- Match condition: Depending on the field type, you can choose is, is not, contains, is empty, is not empty, and more.
- Field in the current table: Select the field in the current table that is related to the field in the target table. You can also enter a specific value to match the condition.
Note: If you add multiple conditions, you can choose whether the search results must meet all or any of the conditions.
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- Set how the results should be displayed.
- Display data as: Set the method in which the referenced data should be displayed.
- Value: Display all the data that meet the lookup conditions and display them in the source format.
- Unique values: Remove duplicates in the found values and display the remaining values in the source format.
- Sum: Display the sum of all the found values.
- Count: Display the total number of found values.
- Average: Display the average of the found values.
- Max: Display the highest found value.
- Min: Display the lowest found value.
- Field format: Set the format of the lookup field
- If Value or Unique values is selected for Display data as, then the field format will be automatically set to the same format as the referenced field and cannot be modified
- If Value or Unique values is not selected for Display data as, you can choose number, date, or currency as the field format.
- After selecting a field format, you can configure more format settings at the bottom of the configuration panel. For example, when the field format is number, you can set how many decimal places to keep.
- Note: When the format of the referenced field changes, the reference relationship will become invalid, and you'll need to reconfigure the lookup field.
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III. Use case
Task management
- Table 1: Task breakdown. Records specific tasks, who will be following up on them, the schedules and progress of each task, and so on.
- Table 2: Task progress. Used to collect the number of tasks each member is responsible for and what those tasks are.
- Scenario: A manager wants to use Task progress to understand the number of tasks each member is responsible for and what those tasks are specifically.
- Steps: In Task progress, create a Lookup field. Select Task breakdown as the source table for the data, and select Task as the data to reference. For the lookup conditions, choose Member as the source field, Contains as the condition, and Name as the field in the current table. Finally, choose Value as the method for displaying the results.
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Material management
- Table 1: Inventory management. Records product names, categories, pictures, warehouse inbound and outbound times, and other information.
- Table 2: Product category. Statistically analyze various products based on category.
- Scenario: A manager wants to use Product category to view pictures of products in each category.
- Steps: In Product category, create a new Lookup field. Select Inventory management as the source table for the data, and select Pictures as the data to reference. For the lookup conditions, choose Product category as the source table, is as the condition, and Category as the field the current table. Finally, choose Value as the method for displaying the results.
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Data management
- Table 1: All data. Records the number of daily active users for each promotional channel.
- Table 2: Data by channels. Statistically analyze the data on promotions by promotional channel.
- Scenario: In organizing project data, a manager wants to collate each channel's total number of daily active users (DAU) during the holiday.
- Steps: In Data by channels, create a new Lookup field. Select All data as the source table for the data, and select DAU as the data to reference. For the lookup conditions, set 3 conditions: Distribution channel is Promotional channel, Start date is after the start of the holiday, and End date is before the end of the holiday.
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III. FAQs