Merging Rows for Schools with Same Director in Excel or Google Sheets | Clay

Merging Rows for Schools with Same Director in Excel or Google Sheets

Hello guys - I’ve a list of schools with their directors But sometimes I’ve 2 schools that are almost the same (collèges and lycée for those who know french system) with the same director, and I would like to keep the infos on the two lines without loosing any informations. How can I merge the rows like that ?

8 comments

Channeled
APP
·
·
You can handle this situation by using the "Merge columns" feature. Here's how to do it: 1. Click "Add Column" and select "Merge columns" 2. Input a formula to combine the information from both rows that you want to preserveFor cases where you have duplicate entries that need to be displayed as one row while preserving all information, you can use conditional formulas and lookups. This video tutorial shows the specific implementation: https://www.loom.com/share/42c7f8be9bbd4ca69165e01d6377dd01 Source: Hide, Re-order, Sort, Filter, Merge Columns
Channeled
APP
·
·
Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Pierre L.
·
·
I’ve launched a “Lookup Multiple Rows” but I don’t want to deduplicate those rows, just merged them with both the informations they have on the lines
Pierre L.
·
·
Bruno R. if you have any idea 👼
Mark L.
·
·
Hello Pierre, thanks for getting in touch. Could you link me to the tables you're working in? https://downloads.intercomcdn.com/i/o/w28k1kwz/1347419411/65baf32e1d2a789ffba395c6d35c/CleanShot+2025-01-22+at+_42I1FzxXHf%402x.png?expires=1738251900&signature=b9dcfa1d4e56554121c75cc7cef9624f1fa7fe590a6431220cbd3ce62c298537&req=dSMjEc1%2FlIVeWPMW1HO4zVws4pk1CFWhgvYjA82bedA1BA%3D%3D%0A It sounds like maybe the two rows may use the same data, but one might be incomplete? And you want to find a way that the rows can "borrow" from each other?
Pierre L.
·
·
Hello Mark ! https://app.clay.com/workspaces/476059/tables/t_wDqkTWVyp78D/views/gv_H8bHe5E65Pxg here it is So my thing is - I have some rows that are almost the same - it’s 2 schools that have the same headmaster (one is college, the other is high school) but most of the time it’s the same building and same email adress...etc. So I would like
solution 1 : keep only the line where it’s “Lycée” between the 2 same school
solution 2 : merge the data between the two lines
Mark L.
·
·
Hmm. In Clay, rows are generally not aware of other rows, so there's not a natural way to pass data between them. One easy option is to add a filter to your table (and perhaps save it as a separate view, https://docs.clay.com/en/articles/9642286-views), so that only the "Lycée" are included. Columns do not affect rows that are filtered. -- Another option is to use the write-to-table feature, and set conditions that you write only the Lycée to a second, "clean" table. -- Another thought would be to use the de-duplication feature. De-dupe would keep only the first instance of a record. You could de-duplicate based on an ID you generate. 1. Create a formula column to make a "dummy ID". For example, a formula that combines the director name, address, and postal code into one string. To illustrate: https://downloads.intercomcdn.com/i/o/w28k1kwz/1358241250/ff616dc28577c53c14c1df813c2d/20250130-dummy-id.png?expires=1738253700&signature=a8cb7f7f790cad8121cde7bd3a614269ea087876b8c727ddc824fdabd77886cd&req=dSMiHst6nINaWfMW1HO4zQaM3NYlryVY0iLsFZYkPlEbAsLZWGiy1u3qc57k%0AVs8Q%0A 2. Deduplicate based on that ID. There are usually a few ways to approach things in Clay. Does one of those seem better to you, given the workflow you have in mind?
Channeled
APP
·
·
Hi Pierre L.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: