Top-level view of Project files

What I’m trying to do: 1000 foot view of project files using dataview to show the file name(linked) and under that a yaml field “summary”

Things I have tried: very little… I’m almost helpless with dataview. The furthest I have gotten was something very rudimentary.

table type, fy, tags
from #Service-Training 
where contains(tags, "action")
sort timing ascending

I’m not sure where to start searching for a solution. My hope is that someone out there in the Obsidian world know of a simple solution. This seems like it would have to be simple to do in dataview.

Do you think of something like this? You can replace any field with a description by adding a description property and displaying it.

I was initially looking to do that. However, I just need a higher level view of a project’s items/notes. I was hoping to find a solution closer to the example below.

That should be possible. The way I’d do it is to use Foldernote and making a folder for each project. You can use the Foldernote as the landing page and display all the other files in the folder. You can, alternatively add a property like: “Project: insert project name here” and use the where function to only display the notes associated with this project.

I use it with the where function because I connect the associated daily notes via a property to the specific project and chuck all my daily notes into one folder.

I don’t know if you can link the file the way you want it with the summary below. Alternatively you can link the note-name and the summary in the cell next to it, or make it like in the example down below.

Landing page:

```dataview
Table without id
Summary, Status, Responsible, DueDate
where contains(file.folder, this.file.folder) and Type != "Landing"

The != “Landing” is to exclude the landing page note itself.


In the notes:

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You might also be interested in the Projects plugin.

@mjl hey, do you have any update on your progress?

I do not have an update. Some time this week I’ll give folder notes a try. I really just need something lightweight. The projects plugin is too much, I don’t need that level of granularity.

What do you get if you do:

```dataview
table without id file.link + "<br>" +  summary, type, fy, file.etags
from #Service-Training 
where contains(file.etags, "#action")
sort timing ascending
```

Is that far from what you want?

oh, so with
you can put multiple values in the same cell? I didn’t even think of doing a line break. That’s very good to know.

@mjl
I proposed my way with the folder notes plugin, because you can easily apply it for each new project and keep them disconnected without having to manually change the tag. But if you don’t have that many new projects it might be easier to just change the tag / project name manually in the dataview table.
The main use for folder note here is that it creates a note with the same name as the folder and then hides it. It opens when you click on the folder itself. I’m still using the old plugin and currently am looking into transitioning into the new one. I’m not sure yet how to do it though.

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Holy Moly! This worked just as I was envisioning. I never thought of adding a break in the line. I’ll mock something up and share results soon.

Many of my projects are large and run throughout the FY. But I did give folder notes a try. But I more or less need a place that I can simply pull together project notes at a high level.

I really hope that this helps others searching for a way to aggregate projects and include a summary into just one view.

Thank you @holroy for steering me towards a lightweight solution.

Below is what I came up with which gives me options now to update and improve as needed.

table without id file.link + " | Status:" + " " + status + " | " + type + "<br>" + summary AS "Project Overviews", completed AS Completed
from "Testing Project Summary View"
where contains(tags, "test") 
sort timing ascending

This solution works perfectly for my needs.

2 Likes

Glad it worked out! Out of curiosity: Do you use one note per project?

I have a notes for project details and few notes that may be specific meetings or actions. But I am looking to simplify further but I’m not a fan of having all meeting notes in one file. Most of my work lives in Excel, MS Project, and Word docs. I had been using Obsidian for nearly everything but my use is evolving to be more for strictly taking notes or short task lists. I typically use weekly notes to outline priorities for the week and to capture adhoc calls/discussions.

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To ignore the file that your query is in you could also use:

WHERE file != this.file

No need for an extra property just for that purpose.

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