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Feature Requests: Enhanced Table Functionality and Data Integration

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Feature requests:

  • Being able to save all kinds of columns as tables, for example also formulas and ‘write to other table’

  • Having one table in a workbook that is able to draw on data from all other tables in the same workbooks, preferably based on advanced filters

  • Avatar of Arne S.
    Arne S.
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    Solid tip, but not solving my problem

  • Avatar of Owen C.
    Owen C.
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    Hey Arne, thanks for reaching out. Looking into this now.

  • Avatar of Owen C.
    Owen C.
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    Hey Arne, apologies for the delay! This feedback is great, would love to learn a bit more about your specific use case here. When you say being able to draw on data from all other tables in the same workbook, what does this mean exactly? I imagine you know about lookup columns which can pull data in from other tables which is similar but I feel as though you're getting at something else!

  • Avatar of Arne S.
    Arne S.
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    So my use case is that I am collecting a bunch of company leads from the google maps api. In 4 tables, I am reaching the 20 sources limit. I would like to add more tables with the same source limit. My problem is checking for duplicates, exporting without having to merge (often slightly incongruent) data, and getting a general overview of all leads based on advanced filters. So let’s say I have 1.000 leads in each individual table, drawing on one particular region. Practice shows me that about 50% of those are relevant leads for me. If I want to get all relevant leads from 2+ regions (=tables) in one place, I would have to go through a (error-prone) process of getting them in google sheets or clay. This is a hassle. Next to that, the 500 relevant leads per region, are a bundle of several smaller niches. I can separate the niches based on some advanced filtering. The specific niches I am then using in very targeted marketing campaigns, with promising results. These are all part of a general effort to experiment with who and how we best reach with our product. I am a Go-To-Market Engineer.

  • Avatar of Owen C.
    Owen C.
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    Hey Arne, thank you for taking the time to write this up. The core problem seems to be decentralization of data across these four tables. If all 80 sources were in a single table you'd be able to perform the filtering or segmentation and create filtered views to separate leads from each of these niches while being able to maintain a master view. Among the ability to dedupe these leads as necessary. Does that sound relatively accurate? Arne, I take it you've already tried using a write to table function on each of these four tables to simply aggregate this data into a single master table, no? If so, how did this go and what happened? If not, would you be opposed to giving this a try?

  • Avatar of Channeled
    Channeled
    APP
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    Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.

  • Avatar of Channeled
    Channeled
    APP
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    We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!

  • Avatar of Channeled
    Channeled
    APP
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    Hi Arne S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

  • Avatar of Arne S.
    Arne S.
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    Yess I have indeed tried to write them to other tables. In principle this is a solution, problems I am experiencing:

    • It’s a hassle, I am at about 70 columns for each tables and feels dum to manually match all columns from current to target table (this definitely does not scale to 5, 10, 20, or even 50+ regions).

    • It takes time. If you have 1.000 rows in each table, I am really waiting for the writing operations to finish, where in my mind an advanced filter across the tables, as is possible in each individual table, would suffice. What makes it particularly annoying is that you can not save ‘write to other table’ functions as template (nor can you do this for formulas, which would be really great).

    • My current way of working has been to use an existing table as a template for other regions. Most of the heavy lifting in terms of data collection and analysis is done there. Cost-wise, this means I am spending credits on leads that are duplicates to records in other tables. A solution would be to change my way of working (which I will), only a shame that it doesn’t go for some of the work I have already done.

  • Avatar of Daniela D.
    Daniela D.
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    Hey Arne! Apologies for the delay. Happy to help. To confirm, the primary challenges with this workflow include: 1. Having to manually map each column to the destination table each time. Could you share the tables you set this up for? If the field names are the same, it shouldn't require editing except there are variations or changes made to the destination table (if the table is a duplicate) 2. It takes a long time for the write to table action to finish running across all tables.

  • Avatar of Channeled
    Channeled
    APP
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    Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.

  • Avatar of Arne S.
    Arne S.
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    Yes but it does require setting it up if you do it after the fact. Working with duplicates is not a long-term strategy; whenever you want to make changes you would need to manually do that for an X number of tables. Btw, I appreciate your checking-in but rephrasing requests is not very helpful

  • Avatar of Daniela D.
    Daniela D.
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    Hey Arne! Thanks for the reply. Totally hear you. Just to clarify, we wanted to confirm your specific requests and understand the full context of how you're currently navigating this, so we can effectively communicate it to the product team.

  • Avatar of Arne S.
    Arne S.
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    My problems basically stem from the need to handle, compare, and filter large amounts of records/rows, and limitations in the number of sources you can have in one table

  • Avatar of Bo (.
    Bo (.
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    Hey Arne, Thanks for reaching out and for sharing your feedback! I totally understand how handling large amounts of records and the table source limitations can be challenging. I’ve passed this along to our product team—they’ll review it and potentially work on aligning future updates to better address this. Let me know if there’s anything else I can help you with in the meantime!