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Solution home Content Library Feature Updates

All you need to know about Lookup Tables

Created by: Zann Yap

Modified on: Wed, Apr 26, 2017 at 11:44 AM

The primary reason for lookup tables (also termed as cross reference tables) is to enable fast and easy lookup of frequently used data that are static and immutable. 


Some of examples of such data include:

  • Given a city name, you want to get the zip code 

  • Conversion from metric to SI for distances 

  • Given a department, rank, retrieve vacation accrual rate


Lookup tables is currently only available to Business plans and up.


Limits

  • You cannot have more than 5000 entries in one lookup table

  • We support only 5 columns. Each column can be used as a key to lookup the entry


How to setup your lookup tables

There are two ways your recipes can upload data from your lookup tables:

  1. By importing an existing CSV file 

  2. By adding new entries via a recipe


Note: Lookup tables are immutable and the existing entries cannot be modified or deleted.


  1. Importing an existing CSV file

The GIF below walks you through the process of creating a lookup table and loading it with data imported from a CSV file.

lookup-tables-3.gif


 

You can also manually enter additional rows from the UI.



You can select what columns you choose to view. At present we support only 5 columns.




2. By adding new entries via a recipe

We will cover this in the next section where we talk about the different recipe actions.



How to use lookup tables in a recipe

There is a special connector called ‘Lookup table’ that allows you to work with your tables. This connectors support these actions:

  1. Lookup entry

  2. Search entries

  3. Add entry


1. Lookup entry

As the name suggests, data is typically organized like in a database table columns and rows of data. You can then lookup any row by one or more columns. You can lookup an entry within the specified lookup table by using

  • Any column

  • Multiple columns

In the example below, all 4 available columns are displayed. It returns the first entry based on the column value provide. 


This GIF walks you through the entire flow:

lookup-tables-recipe-4.gif



2. Search entries

Works similar to lookup, except that it will return all matched entries. It returns a list.


3, Add entry

Add a new entry to an existing lookup table. Great for reading a data source and creating a lookup table based on it. E.g. read titles from your HR apps and create a title lookup table.


More on lookup tables here.

Z
Zann is the author of this solution article.

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