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Tips for Relating Data Across Two Sheets in Excel
any quick tips for relating data across 2 sheets within a workbook? looking to achieve similar results to the vlookups of old
In Clay, you can relate data between tables in your workbook using the "Lookup Single Row in Other Table" feature. This functionality works similarly to VLOOKUP:1. Your tables within the same workbook are automatically linked for easier data management. 2. To use this feature: ā¢ Access the enrichment panel ā¢ Look for the "Lookup Single Row in Other Table" option ā¢ Click on the cells where you want to extract corresponding data ā¢ Select the variables you want to pull from the other tableRemember that workbooks in Clay function similarly to spreadsheets, serving as containers to organize and connect multiple related tables. Sources: Find People [Clay 101] - Clay University Find Companies [Clay 101] - Clay University
Bruno R.Ā·Ā·Hi Mallory, thanks for reaching out. Taking a look at this now!
- Bruno R.Ā·Ā·
In case it helps, here's an example of how to pivot data between tables using a Lookup integration which is a tool which implements a similar logic to xls's vlookup function: https://www.loom.com/share/ad767e3be9914d19a2f6647efe4dfa85?sid=b392b189-1b2a-4fba-a8dc-edb8032f79b1. Let me know if you have any other questions on this!
Mallory L.Ā·Ā·thanks Bruno I think I got it working. I was thrown off by not selecting which column to return in that initial setup
- Bruno R.Ā·Ā·
That sounds great Mallory - happy that you were able to set this in motion!
Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.
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!
Hi Mallory L.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: