Troubleshooting Single Row Column Lookup Issues in Excel | Clay

Troubleshooting Single Row Column Lookup Issues in Excel

Good morning! I'm trying to do a Single Row Column Lookup; however, it doesn't seem to be identify other tables (even if I type the name of the other table in) and it never prompts me for a column to do the lookup/match on. What's going on? Thanks!

7 comments

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I apologize for the confusion. It seems you might be looking for the "Lookup Single Row in Other Table" feature. Here's how it works: 1. Select the action "Lookup Single Row in Other Table" 2. Choose the "Table to Search" from your workspace 3. Select the "Target Column" to match on 4. Choose a "Filter Operator" 5. Provide the "Row Value" to look up The system should guide you through these steps. If you're still having trouble, could you please provide more details about where you're stuck in the process? This will help us better assist you.
Sources: Lookup Single Row in Other Table with Clay Lookup Rows | Documentation | Clay University
Jaimie A.
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Hi there. Thanks for the speedy response. It looks like I have 'Lookup Single Row in Other Table' selected....? But there are are not tables showing up in the 'Table to Search' drop down.
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If no tables are showing up in the 'Table to Search' dropdown, it could be because the tables aren't visible in your workspace. Here's what you can try: 1. Open your workspace 2. Use the search bar at the top to look for your tables by name 3. Make sure you have the necessary permissions to access the tables If you still can't see any tables, there might be an issue with your workspace or permissions. In this case, you should request human assistance for further investigation.
Sources: Lookup Single Row in Other Table with Clay Search for a Table
Jaimie A.
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This is the table that I'm trying to add the 'Lookup Single Row in Other Table' column: https://app.clay.com/workspaces/327512/workbooks/wb_vNdWvDHEfbnj/tables/t_3NnxVf8ydwcX/views/gv_8UizYVkQ4S66
Jaimie A.
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This is the table that I want the lookup column to look in/connect to: https://app.clay.com/workspaces/327512/workbooks/wb_wdvUfJ5xq6in/tables/t_778Uk52jvrp7/views/gv_BWRziXrxbYQY
Jaimie A.
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The Tables are visible in my workspace, just not in the dropdown:
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