obsidian-bases

name: obsidian-basesdescription: Create and edit Obsidian Bases (.base files) with views, filters, formulas, and summaries. Use when working with .base files, creating database-like views of notes, or when the user mentions Bases, table views, card views, kanban boards, filters, or formulas in Obsidian.

Obsidian Bases Skill

Workflow

1. Create the file: Create a .base file in the vault with valid YAML content
2. Define scope: Add filters to select which notes appear (by tag, folder, property, or date)
3. Add formulas (optional): Define computed properties in the formulas section
4. Configure views: Add one or more views (table, cards, list, map, or kanban) with order specifying which properties to display
5. Validate: Verify the file is valid YAML with no syntax errors. Check that all referenced properties and formulas exist. Common issues: unquoted strings containing special YAML characters, mismatched quotes in formula expressions, referencing formula.X without defining X in formulas
6. Test in Obsidian: Open the .base file in Obsidian to confirm the view renders correctly. If it shows a YAML error, check quoting rules below. If it doesn't open as a base at all, check that Bases is turned on in Settings → Core plugins

Schema

Base files use the .base extension and contain valid YAML.

# Global filters apply to ALL views in the base
filters:
  # Can be a single filter string
  # OR a recursive filter object with exactly ONE key: and, or, or not
  and:
    - 'status == "active"'
    - not:
        - 'file.hasTag("archived")'

# Define formula properties that can be used across all views
formulas:
  formula_name: 'expression'

# Configure display names and settings for properties.
# Note properties need the `note.` prefix here, or the setting is ignored.
properties:
  note.property_name:
    displayName: "Display Name"
  formula.formula_name:
    displayName: "Formula Display Name"
  file.ext:
    displayName: "Extension"

# Define custom summary formulas
summaries:
  custom_summary_name: 'values.mean().round(3)'

# Define one or more views
views:
  - type: table | cards | list | map | kanban
    name: "View Name"
    limit: 10                    # Optional: limit results
    groupBy:                     # Optional: group results
      property: property_name
      direction: ASC | DESC
    groupOrder:                  # Optional: only these groups, in this order
      - value_one
      - null                     # Files with no value for the groupBy property
    sort:                        # Optional: sort results (supports multiple properties)
      - property: property_name
        direction: ASC | DESC
    filters:                     # View-specific filters follow the same rules
      and:
        - 'status == "active"'
    order:                       # Properties to display in order
      - file.name
      - property_name
      - formula.formula_name
    summaries:                   # Map properties to summary formulas
      property_name: Average

Filter Syntax

Filters narrow down results. They can be applied globally or per-view.

Filter Structure

# Single filter
filters: 'status == "done"'

# AND - all conditions must be true
filters:
  and:
    - 'status == "done"'
    - 'priority > 3'

# OR - any condition can be true
filters:
  or:
    - 'file.hasTag("book")'
    - 'file.hasTag("article")'

# NOT - exclude matching items
filters:
  not:
    - 'file.hasTag("archived")'

# Nested filters
filters:
  or:
    - file.hasTag("tag")
    - and:
        - file.hasTag("book")
        - file.hasLink("Textbook")
    - not:
        - file.hasTag("book")
        - file.inFolder("Required Reading")

Filter Operators

Properties

Three Types of Properties

1. Note properties - From frontmatter: note.author or just author
2. File properties - File metadata: file.name, file.mtime, etc.
3. Formula properties - Computed values: formula.my_formula

In order, filters, groupBy, and sort, a note property can be written bare (author) or prefixed (note.author). In the top-level properties: section, always write note.author, because Obsidian ignores a bare key there and shows the raw name as the column header.

File Properties Reference

The this Keyword

• In main content area: refers to the base file itself
• When embedded: refers to the embedding file
• In sidebar: refers to the active file in main content

Formula Syntax

Formulas compute values from properties. Defined in the formulas section.

formulas:
  # Simple arithmetic
  total: "price * quantity"

  # Conditional logic
  status_icon: 'if(done, "✅", "⏳")'

  # String formatting
  formatted_price: 'if(price, price.toFixed(2) + " dollars")'

  # Date formatting
  created: 'file.ctime.format("YYYY-MM-DD")'

  # Calculate days since created (use .days for Duration)
  days_old: '(now() - file.ctime).days'

  # Calculate days until due date
  days_until_due: 'if(due_date, (date(due_date) - today()).days, "")'

Key Functions

Most commonly used functions. For the complete reference of all types (Date, String, Number, List, File, Link, Object, RegExp), see FUNCTIONS_REFERENCE.md.

Duration Type

When subtracting two dates, the result is a Duration type (not a number).

Duration Fields: duration.days, duration.hours, duration.minutes, duration.seconds, duration.milliseconds

IMPORTANT: Duration does NOT support .round(), .floor(), .ceil() directly. Access a numeric field first (like .days), then apply number functions.

# CORRECT: Calculate days between dates
"(date(due_date) - today()).days"                    # Returns number of days
"(now() - file.ctime).days"                          # Days since created
"(date(due_date) - today()).days.round(0)"           # Rounded days

# WRONG - will cause error:
# "((date(due) - today()) / 86400000).round(0)"      # Duration doesn't support division then round

Date Arithmetic

# Duration units: y/year/years, M/month/months, d/day/days,
#                 w/week/weeks, h/hour/hours, m/minute/minutes, s/second/seconds
"now() + \"1 day\""       # Tomorrow
"today() + \"7d\""        # A week from today
"now() - file.ctime"      # Returns Duration
"(now() - file.ctime).days"  # Get days as number

View Types

Table View

views:
  - type: table
    name: "My Table"
    order:
      - file.name
      - status
      - due_date
    summaries:
      price: Sum
      count: Average

Cards View

views:
  - type: cards
    name: "Gallery"
    order:
      - file.name
      - cover_image
      - description

List View

views:
  - type: list
    name: "Simple List"
    order:
      - file.name
      - status

Kanban View

Requires Obsidian 1.14+. Cards are grouped into columns by the groupBy property, which a kanban view needs. groupOrder sets which columns show and in what order; use null to include files with no value. Without groupOrder, every value gets a column. Dragging a card to another column updates that property in the note. Only Markdown notes can be moved, except when grouping by file.folder, where moving a card moves the file to that folder. When grouping by a formula or by a file property other than file.folder, cards and columns can't be moved and notes can't be created from a column.

views:
  - type: kanban
    name: "Projects"
    groupBy:
      property: note.status
      direction: ASC
    groupOrder:
      - Planned
      - In progress
      - Done
    order:
      - file.name
      - due_date

Map View

Requires latitude/longitude properties and the Maps community plugin.

views:
  - type: map
    name: "Locations"
    # Map-specific settings for lat/lng properties

Sorting

Sort results by one or more properties. Each sort entry specifies a property and direction, which must be uppercase ASC or DESC; an entry with any other value, or a sort written as a string, is silently ignored. Multiple sort entries are applied in order — the first entry is the primary sort key, subsequent entries break ties.

views:
  - type: table
    name: "Sorted Tasks"
    sort:
      - property: due
        direction: ASC
      - property: file.name
        direction: ASC
    order:
      - file.name
      - due
      - status

Sort options depend on the property type:

You can sort by any property including formulas (formula.my_formula), file properties (file.mtime), and note properties.

Default Summary Formulas

Complete Examples

Task Tracker Base

filters:
  and:
    - file.hasTag("task")
    - 'file.ext == "md"'

formulas:
  days_until_due: 'if(due, (date(due) - today()).days, "")'
  is_overdue: 'if(due, date(due) < today() && status != "done", false)'
  priority_label: 'if(priority == 1, "🔴 High", if(priority == 2, "🟡 Medium", "🟢 Low"))'

properties:
  note.status:
    displayName: Status
  formula.days_until_due:
    displayName: "Days Until Due"
  formula.priority_label:
    displayName: Priority

views:
  - type: table
    name: "Active Tasks"
    filters:
      and:
        - 'status != "done"'
    order:
      - file.name
      - status
      - formula.priority_label
      - due
      - formula.days_until_due
    groupBy:
      property: status
      direction: ASC
    sort:
      - property: due
        direction: ASC
      - property: file.name
        direction: ASC
    summaries:
      formula.days_until_due: Average

  - type: table
    name: "Completed"
    filters:
      and:
        - 'status == "done"'
    order:
      - file.name
      - completed_date

Reading List Base

filters:
  or:
    - file.hasTag("book")
    - file.hasTag("article")

formulas:
  reading_time: 'if(pages, (pages * 2).toString() + " min", "")'
  status_icon: 'if(status == "reading", "📖", if(status == "done", "✅", "📚"))'
  year_read: 'if(finished_date, date(finished_date).year, "")'

properties:
  note.author:
    displayName: Author
  formula.status_icon:
    displayName: "Status"
  formula.reading_time:
    displayName: "Est. Time"

views:
  - type: cards
    name: "Library"
    order:
      - cover
      - file.name
      - author
      - formula.status_icon
    filters:
      not:
        - 'status == "dropped"'

  - type: table
    name: "Reading List"
    filters:
      and:
        - 'status == "to-read"'
    order:
      - file.name
      - author
      - pages
      - formula.reading_time

Daily Notes Index

filters:
  and:
    - file.inFolder("Daily Notes")
    - '/^\d{4}-\d{2}-\d{2}$/.matches(file.basename)'

formulas:
  word_estimate: '(file.size / 5).round(0)'
  day_of_week: 'date(file.basename).format("dddd")'

properties:
  formula.day_of_week:
    displayName: "Day"
  formula.word_estimate:
    displayName: "~Words"

views:
  - type: table
    name: "Recent Notes"
    limit: 30
    order:
      - file.name
      - formula.day_of_week
      - formula.word_estimate
      - file.mtime

Embedding Bases

Embed a .base file

Embed an external .base file in any Markdown note:

![[MyBase.base]]

<!-- Specific view -->
![[MyBase.base#View Name]]

Embed inline with a code block

Bases can also be embedded inline directly inside a note using a base fenced code block. This is useful for note-level filters (e.g. using this.file.links) and avoids creating a separate .base file:

```base
filters:
  and:
    - file.hasTag("example")
views:
  - type: table
    name: Table
    order:
      - file.name
      - status
```

When embedded inline this way, the this keyword refers to the containing note, so you can build per-note views such as showing all notes linked from the current file.

YAML Quoting Rules

• Use single quotes for formulas containing double quotes: 'if(done, "Yes", "No")'
• Use double quotes for simple strings: "My View Name"
• Escape nested quotes properly in complex expressions

Troubleshooting

YAML Syntax Errors

Unquoted special characters: Strings containing :, {, }, [, ], ,, &, *, #, ?, |, -, <, >, =, %, @, `, ! must be quoted.

# WRONG - colon in unquoted string
displayName: Status: Active

# CORRECT
displayName: "Status: Active"

Mismatched quotes in formulas: When a formula contains double quotes, wrap the entire formula in single quotes.

# WRONG - double quotes inside double quotes
formulas:
  label: "if(done, "Yes", "No")"

# CORRECT - single quotes wrapping double quotes
formulas:
  label: 'if(done, "Yes", "No")'

Common Formula Errors

Duration math without field access: Subtracting dates returns a Duration, not a number. Always access .days, .hours, etc.

# WRONG - Duration is not a number
"(now() - file.ctime).round(0)"

# CORRECT - access .days first, then round
"(now() - file.ctime).days.round(0)"

Missing null checks: Properties may not exist on all notes. Use if() to guard.

# WRONG - crashes if due_date is empty
"(date(due_date) - today()).days"

# CORRECT - guard with if()
'if(due_date, (date(due_date) - today()).days, "")'

displayName ignored, column shows the raw name: prefix note properties with note. in the properties: section.

# WRONG - displayName ignored, column header shows "status"
properties:
  status:
    displayName: Status

# CORRECT - column header shows "Status"
properties:
  note.status:
    displayName: Status

Empty displayName doesn't hide a header: displayName: "" falls back to the property name, the same as leaving it out, so formula.status_icon shows status_icon. Use a non-empty name such as displayName: "Status".

Referencing undefined formulas: Ensure every formula.X in order or properties has a matching entry in formulas.

# This will fail silently if 'total' is not defined in formulas
order:
  - formula.total

# Fix: define it
formulas:
  total: "price * quantity"

References

• Bases Syntax
• Functions
• Views
• Formulas
• Complete Functions Reference