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I'm a new Airtable user and I'm trying to replicate some functionality I had in my previous spreadsheets integrated with Looker. I have two tables: Categories (with fields ID, Histórico, Categoria, subcategoria, and Centro de Custo) and Transactions (with fields ID, Data, and Histórico).

I'm trying to automate the creation of a new field in the Transactions table called "Categoria", which should work as follows: when the value in the Histórico field of a transaction matches a value in the Histórico field of the Categories table, the corresponding Categoria value should be returned.

I tried creating a formula field in the Transactions table with the following formula: =ARRAYJOIN(IF(FIND(Histórico, Histórico(from table Categories), Categorias(from table Categories))

However, it didn't work as expected.

Can anyone suggest a solution or a different approach to achieve this? I'm struggling with what seems to be a basic task and I'm close to giving up and going back to my confusing spreadsheets in Spreadsheets.

Thanks in advance for your help!

You should be able to do this with linked fields

Try:
1. Change your primary field in "Categories" to be "Histórico" instead of "ID"
2. In "Transactions", create a linked field to "Categories"
3. In "Transactions", create a lookup field from the linked field from step 2, to display the "Categoria" value from "Categories"

Now, in "Transactions" when you paste a value into the linked field you created in step 2 above, it'll automatically get linked to the appropriate record in "Historico", and this will cause the lookup field from step 3 to populate

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