I’m trying to figure out a way to automate building my reports within obsidian. Any suggestions, advice, or pointing me in the right direction would be greatly appreciated. Not sure what the right direction is to handle this:
- maybe there’s a built-in way that I haven’t figured out yet?
- maybe there’s a plugin that’ll do this?
- maybe I need to do a little custom dev work on my own?
Example File Structure
So here’s the basic use-case, I’ve got several file structures in my notebook that look like this:
In this example:
- there is a main
customers/_index_file that is mapped to the directory view using the obsidian-folder-note-plugin
- each directory has a customer ‘summary’, named _index_
- i’m generating most file structures from templates, similar items have identical sections and yaml front matter
- each _index__ file is built from a template, and has the same sections and yaml front matter
Here’s an example of a file:
--- Created: 2021-03-01 Tags: [customers/customer_one, type/customer-summary] Customer: Name: Example Customer One Status: Happy ---
# Customer Name ## Summary <SUMMARY_TEXT> ## Projects ## Meetings | Date | Meeting Notes | Who | | ---------- | --------------- | ---------------------- | | 2019-02-23 | [[Meeting Two]] | Person One | | 2018-11-28 | [[Meeting One]] | Person One, Person Two |
I’d like to be able to extract elements out of pages and front matter to automate building reports … right now, I’m manually doing that, like this:
|Customer One||Happy||First Project|
|Customer Fourty||Happy||Some Project, Another Project|
Any advice would be greatly appreciated. New to Obsidian and just trying to figure out which direction I need to head in.