Merge Data Example
Note
Audience: Administrators Edition: Enterprise & Premium
Overview
Merge data allows you to update existing information from your main data source and appended information without changing the source files.
Create the Merge File
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Download the Sample Data.
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Using the Sample Data, create a Master Chart called MergeTest. Reference the article called "Create a Master Chart" for step-by-step instructions.
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Open a blank Excel spreadsheet, and name it Merge.
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In the first row, create the following column headers: PersonID, SupervisorID, Name, Title, and Department.
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Fill in the PersonIDs for the employee records to update: Mathew Miyasaki, Dawn Ware, and Chaya Shah.
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Locate the PersonID for who that record will report to, place this in the SupervisorID column.
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Export the entire chart to Excel to obtain a list of PersonID numbers from your data.
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Use the Profile panel in Workbench to locate PersonIDs.
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Populate the information for the employees that does not need to be updated (your Merge file should like the table below):
PersonID
SupervisorID
Name
Title
Department
5
Mathew Miyasaki
Communication Services
7
1
Dawn Ware
9
3
Senior Analyst
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To update information for employees, replace the current field information with the updated information.
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Change SupervisorID for Mathew from reporting to PersonID: 1 to Person ID: 3.
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Change Title for Dawn to "Director of Human Resources".
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Change Name for Chaya Shah to Caya Shah.
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Add a Department for each record: Communications for Mathew, HR for Dawn, and Payroll for Caya.
PersonID
SupervisorID
Name
Title
Department
5
3
Mathew Miyasaki
Communication Services
Communications
7
1
Dawn Ware
Director of Human Resources
HR
9
3
Caya Shah
Senior Analyst
Payroll
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Save this Excel document as "MergeTest.xlsx".
Set Up Merge Data Function
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Create a new Master Chart called Merge Test. See Create a Master Chart for details.
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Select More > Chart Settings.
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Select the plus sign to the right of the "Merge Data" section header.
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Select Excel as your merge data source, then click Select.
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Click the "Browse" button, this will open a separate dialogue box.
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Navigate to the Data folder and select the Upload File icon.
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Locate "MergeTest" file on your computer, and click Open.
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Select "MergeTest" file from the list now available in the Data folder and click Select. Ensure the "PersonID:" field is mapped to the unique identifier field for each employee.
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Click Save, Refresh, and then Exit.
Before Merge applied.
After Merge applied.