Company Lookup on Different Columns

SLam · 2025-01-07T19:00:36+00:00

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Hello, I am seeing if there is a way to write a beast mode that'll allow a user to input a company name that searches across multiple columns.

For example, I want to look up Wells Fargo as the company name. I have three columns where Wells Fargo can appear under: Buyer, Seller, Lender. Is there a way to allow users to type an input company name and output any result where the company name shows up on any given column?

Thank you!

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Accepted answers

ColemenWilson

You could append your data in an ETL so it is formatted like this:

Screenshot 2025-01-07 at 12.21.40 PM.png

Then use Value as a filter.

Another option, use CONCAT() to bring the values of all 3 columns into a single column and then use the "Match Values" filter. The CONCAT() beast mode would be:

CONCAT(`Buyer`,', ',`Seller`,', ',`Lender`)

So you'd have a column like this: Wells Fargo, Wells Fargo, Wells Fargo. That when a user filters using Match Values, if even 1 of the 3 columns have that value it would filter to show it.

It would be helpful to see what your card/page looks like to make the best recommendation.

ColemenWilson

No. If you want to do it on the card level you need to use the CONCAT() method in a beast mode.

All comments

ColemenWilson

You could append your data in an ETL so it is formatted like this:

Then use Value as a filter.

Another option, use CONCAT() to bring the values of all 3 columns into a single column and then use the "Match Values" filter. The CONCAT() beast mode would be:

CONCAT(`Buyer`,', ',`Seller`,', ',`Lender`)

SLam

@ColemenWilson Thank you so much for the recommendations! Is there a way to append the data through ETL on the just the card level and not the entire dataset?

ColemenWilson

No. If you want to do it on the card level you need to use the CONCAT() method in a beast mode.