Company Lookup on Different Columns

SLam
SLam Member
in Beast Mode

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!

Answers

  • ColemenWilson
    ColemenWilson Coach
    edited January 7

    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.

    If I solved your problem, please select "yes" above

  • SLam
    SLam Member

    @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
    ColemenWilson Coach

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

    If I solved your problem, please select "yes" above

Categories