How to Link Investor Names to CEO Lookup Table in Excel

Hey, I have a list of companies and their associated investors. I created another table to find CEOs of these companies. how do I pull in the Investor name from the source table to the find people table

4 comments

Clay
APP
·
·
Clay automatically links your Find Companies table to your Find People table, allowing you to extract company attributes directly into your Find People table. Since you have investor information in your source companies table, you can pull this data into your Find People table using the linked table functionality. This means you can reference the investor names from your original table for all the CEOs without needing to enrich each person individually. If you've added new details (like investor information) to your source table after creating the Find People table, remember to rerun the lookup column in your Find People table to sync the updated information.
Sources: Find People [Clay 101] - Clay University Find People [Clay 101] - Clay University
Hasnain R.
·
·
Use a “Lookup from table” step in your CEO (Find People) table. Match on the Company Name and pull the Investor field from your original Companies table. This will bring the investor info into your CEO table.
Clay
APP
·
·
Exactly! You can use the "Lookup Single Row in Other Table" enrichment in your Find People table. Set it up like this: ** Table to Search: Your original companies table ** Target Column: Company Name (or matching identifier) ** Filter Operator: Equals ** Row Value: The company name from your Find People table This will pull the Investor field from your companies table into your CEO table. Clay's lookup feature works similarly to VLOOKUP in spreadsheets for bringing information between tables.
Sources: Lookup Rows | Documentation | Clay University Lookup Rows | Documentation | Clay University Lookup Multiple Rows in Other Table with Clay
Hunain F.
·
·
Thanks - Hasnain It worked

How to Link Investor Names to CEO Lookup Table in Excel | Clay