Lookup and Match
Contents
Getting started
Overview
Lookup and match is a module in the Table Tools utility of the Legal Productivity Suite for Microsoft Word by Craftware Solutions LLC. It allows you to walk through a two-step process to consolidate values from two or more columns of a table (i.e., source) and match them to a column in another table (i.e., destination). This module is ideal for consolidating data or comparing values between tables.
Example of consolidating content between tables
Support
If you require support, please don't hesitate to contact us.
Lookup
Creates a lookup dataset of key-value pairs by collecting data from two or more columns from the source table. After making your selections from the menus below, place your mouse cursor in the table being used to collect the data, and press the button to create the dataset.
Key column
Sets the content in the selected column as keys in the key-value pairs being collected.
Start row
Sets the start row for the collection process. If a table has header rows that shouldn't be included in the dataset, select the row after the last header row.
Lookup value column(s)
Sets the content in the selected column(s) as the values for the corresponding key in the "Key column" above.
Prevent blank keys
Omits cells without content from being stored as keys when collecting the key-value pairs from the source table.
Omit duplicate lookup values
Returns only unique values in the key-value dataset if a value appears more than once for the same key.
Match
Writes the content from the dataset to a specified column when keys from the dataset and keys from the destination table match.
Key column
Sets the content in the selected column as keys to be matched against the keys in the key-value pairs collected during the lookup process above.
Start row
Sets the start row where the application will begin looking for matches. If a table has header rows that you'd like to omit from this matching process, select the row after the last header row.
Column to place matched values in
Sets the column to be written to when keys from the dataset and destination table key column match.
Action to perform for cells without matches
Allows you to decide what action should occur when the destination table contains rows with keys that don't have matching keys in the dataset.
When destination output cell is not blank
Allows you to decide what action should occur when the application encounters a cell that already has content in it in the destination table column that matched values are being placed into.