Hello,
I'm trying to compare "name" field between two different tables and trying to fetch records that matches both.
Table 1 - Name, Table 2 - Legal name
What's the best method to achieve this? (New to Airtable)
Solved
Compare records between two tables and return values that do not match
+5Best answer by TheTimeSavingCo
Try:
1. Create a formula field and make it the primary field for 'Table 1', and give it a formula of "Name"
2. In 'Table 2', create a linked field to 'Table 1'
3. In 'Table 2', in a view where all records are visible, click the header of the 'Legal name' field
- This should select the entire column
4. Hit CMD/CTRL+C
5. In 'Table 2', in a view where all records are visible, click the header of the linked field from step 2
6. Hit CMD/CTRL+V
This will create a one to one link between the two tables for all the records where "Legal Name" match "Name" only
Table 1:
Table 2:
The linking process:
Link to base
+31Try:
1. Create a formula field and make it the primary field for 'Table 1', and give it a formula of "Name"
2. In 'Table 2', create a linked field to 'Table 1'
3. In 'Table 2', in a view where all records are visible, click the header of the 'Legal name' field
- This should select the entire column
4. Hit CMD/CTRL+C
5. In 'Table 2', in a view where all records are visible, click the header of the linked field from step 2
6. Hit CMD/CTRL+V
This will create a one to one link between the two tables for all the records where "Legal Name" match "Name" only
Table 1:
Table 2:
The linking process:
Link to base
Adam, Airtable Consultant - thetimesaving.company
+5Thank you @TheTimeSavingCo ! it worked!
I would also like to know how the table comparison can be done through Automation/scripting.
+31Thank you @TheTimeSavingCo ! it worked!
I would also like to know how the table comparison can be done through Automation/scripting.
Hmm with an automation you could try having an automation that'll run per record in "Table 2" with a "Find record" step to look for a record in "Table 1" with the same Name value as the Legal Name, and have a conditional to update the records it manages to find. This'll burn through your automations really quickly though
Scripting gets a bit more involved and I'd recommend reading up on the documentation, fairly straightforward if you're familiar with JavaScript https://airtable.com/developers/scripting/api
If you're looking to hire someone to do it I'd be happy to help too!
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