Add Columns via Lookups (Beta)

This feature allows you to look up related columns between two data elements, injecting the data from one element into another. The two elements are joined by a pair of columns –– one from each element –– that share common values. We call these columns join keys.

Lookup columns can be added using the Lookup function. However, you can also add a new lookup column without explicitly writing a formula. This second option is documented below.

This feature is currently in beta. Beta features are subject to quick, iterative changes. As a result, this document may not reflect the most current version.

Summary of Content

Requirements
Add a Column via Lookup
Related Resources

Requirements

  • To use this feature, you must have “Can Edit” or “Can Explore” access to the individual workbook.

Add a Column via Lookup

Prerequisites

  • You will need at least two data elements -- one to join to and one to join from.
  • Both elements must live in the same workbook.

Add a Column via Lookup

  1. Select the data element that you want to add to. 
  2. Click the caret icon next to any column’s name to open its menu.
  3. Select Add column via look….
    This will open the Add Lookup modal.
    • The first section, Which column would you like to add?, will prompt you to select:
      • A source element
      • A column from the source element, to use in your new column
      • [optional] an aggregate value to apply to the column
    • The second section, Map two elements, will prompt you to define one or more sets of join keys.
  4. Under Select element, select your source element.
    Elements are organized by their workbook pages.
  5. Under Column to add, select the column you want to use in your new column.
  6. [optional] Under aggregate, select an aggregate function to apply to the column’s values.
    Note: Under the hood, aggregation turns the Lookup into a Rollup.
  7. Under Map two elements, select a column from each data element to use as a join key.
  8. [optional] To add additional pairs of join keys, click + add another mapping and repeat step 7.

Related Resources

Intro to Data Elements
Lookup (function)
Rollup (function)