Relação + Rollup + Fórmula | Br Organizado

Introduction

In this tutorial, we will explore how to use relation, rollup, and formula features in Notion, as discussed in the video by Br Organizado. These features allow you to create more dynamic and interconnected databases within Notion, facilitating better organization and data management.

Step 1: Setting Up Your Databases

• Create the Main Database: Start by creating the primary database that will hold your main data. For example, this could be a "Projects" database.

• Add Properties:

  • Include basic properties such as "Project Name", "Status", and "Due Date".
  • Ensure you have a property that will relate to another database, such as "Team Member".

• Create the Related Database: Next, create a second database that will hold related data. This could be a "Team Members" database.

• Add Relevant Properties:

  • Properties might include "Name", "Role", and "Email".

Step 2: Establishing Relationships

• Add Relation Property:

  • In your main database, add a new property and select "Relation".
  • Link this property to the related database you created (e.g., "Team Members").

• Link Records:

  • Once the relation is set up, you can start linking specific team members to each project.
  • Click on the relation property in a project entry and select the corresponding team member.

Step 3: Utilizing Rollups

• Add Rollup Property:

  • In the main database, create a new property and select "Rollup".
  • Choose the relation property you created in Step 2.

• Configure the Rollup:

  • Select the property you want to aggregate, such as "Role" or "Email", and choose an aggregation method (e.g., count, show unique values).
  • This will allow you to see summarized information about the team members linked to each project.

Step 4: Implementing Formulas

• Add Formula Property:

  • Create another property in the main database and select "Formula".

• Write Your Formula:

  • Use formulas to derive information based on your project data. For example:

    if(prop("Status") == "Completed", "✔️", "❌")
    

  • This formula will check the status of the project and display a checkmark if completed, or a cross if not.

Conclusion

By following these steps, you can effectively utilize relations, rollups, and formulas in Notion to enhance your data organization. Start by setting up your databases and relationships, then make use of rollups to summarize data, and finally implement formulas to automate insights. Experiment with these features to improve your workflow and project management capabilities in Notion. If you want to dive deeper, consider exploring additional templates and features available on the Br Organizado website.