Filtering Unique Values to Display a Set Number in Tables | Clay

Filtering Unique Values to Display a Set Number in Tables

Is there a way to do something like "show only 3 of this exact value" For example if we have 5 data points with the same value (e.g. website), is there a way to filter on the whole table how many per unique value should be shown?

5 comments

Channeled
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Yes, you can filter a table to show a specific number of data points per unique value. Here's how you can do it: 1. Use the Lookup Multiple Rows function to identify duplicate values. 2. Create a formula column that assigns a number to each occurrence of a value. 3. Use table filters to show only the rows with the desired occurrence numbers. For example, to show only 3 instances of each website: 1. Set up the Lookup Multiple Rows for the website column. 2. Create a formula that returns 1, 2, 3, etc. based on the occurrence order. 3. Apply a filter to show only rows where the formula result is 1, 2, or 3. This approach allows you to control how many instances of each unique value are displayed.
Sources: How to Lookup Specific Job Titles and Write Contacts to a Table | Clay Clarifying Deduplication Behavior: Oldest vs. Manual Deduping | Clay
Lazar R.
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Not really what I was getting at. Lets say if there are also 10 instances of the same value, I would still like the possibility of filtering for 3 only (or any random number, similar to how we can do it with hte job search)
Lazar R.
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If this doesn't exist yet, I'd like to suggest it as a feature, for GTM particularly it will be incredibly useful, let's say you want to reach out to only 3 people from the same company, but have more than 3 in the company table, this way you could do mass selections way easier.
Bo (.
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Hey Lazar, Absolutely — Here’s a quick tutorial and a formula that can help: {{Unique ID}}?({{Lookup Multiple Rows in Other Table}}?.records?.findIndex(r=> r['Unique ID']?.toString()==={{Unique ID}}?.toString())> -1?{{Lookup Multiple Rows in Other Table}}?.records?.findIndex(r=> r['Unique ID']?.toString()==={{Unique ID}}?.toString())+1:2):2 This helps track the order of each person within a group, so you can apply a condition like “only reach out if the number is less than 3 Let me know if you want help setting it up!
Channeled
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