Reference Column
Adding a reference column involves connecting one table to another based on matching columns, enabling you to reference the required columnar data from the connected tables for each record.
When you have multiple tables with a few shared columns, you can easily add reference columns to refer to data from the connected tables.
To add a reference column:
Go to Setup > Columns.
Click Add Visual Column > Add Reference Column.
Alternatively, you can insert a new column from the 'Home' tab, as shown below:
Enter the name of your visual column. We want to include the order date, so we enter the name 'Order Date'. We can also change the type to 'Date'.
Let us now enter the column and table details that we want to refer to. Enter the connection details, schema name, reference table name, column to be referenced, and the column that corresponds to both current and reference tables. Click Save.
In the example below, we have referred to the 'Orderdate' column from the 'Sales' table, whose connection details we have entered.
The visual column is added to the table, and it looks as shown below:
Reference columns are non-editable, and their values only change when the underlying column values change.
Last updated