Clay Icon
Join the Community
02 Support

Tips for Relating Data Across Two Sheets in Excel

Avatar of Mallory L.Mallory L.
·
·

any quick tips for relating data across 2 sheets within a workbook? looking to achieve similar results to the vlookups of old

6 comments

  • Avatar of Channeled
    Channeled
    APP
    ·
    ·

    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: • Access the enrichment panel • Look for the "Lookup Single Row in Other Table" option • Click on the cells where you want to extract corresponding data • 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

  • Avatar of Bruno R.
    Bruno R.
    ·
    ·

    Hi Mallory, thanks for reaching out. Taking a look at this now!

  • Avatar of Bruno R.
    Bruno R.
    ·
    ·

    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!

  • Avatar of Mallory L.
    Mallory L.
    ·
    ·

    thanks Bruno I think I got it working. I was thrown off by not selecting which column to return in that initial setup

  • Avatar of Bruno R.
    Bruno R.
    ·
    ·

    That sounds great Mallory - happy that you were able to set this in motion!

  • Avatar of Channeled
    Channeled
    APP
    ·
    ·

    Hi Mallory L.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: