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Finance | Project Operations, Human Resources, ...
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Data Connector Excel Add-In Adding Fields

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Posted on by 45

When adding fields in Data Connector, can you merge data sets between tables? For example, my Purchase Order Header table has Vendor Name as a field and I want to add this field to my Purchase Order Line table. Both tables have purchase order numbers that would link the Vendor Name to the purchase order. 

Any tips on adding tables and fields are helpful!

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,009 Super User 2025 Season 2 on at

    Hi Gbb_19,

    You can't merge data from multiple data entities in one table directly. You can add a virtual field in the Excel connector design and use an Excel formula to lookup values on other sheets.

    You can also consider extending the data entity itself with a computed column or develop a complete new entity with all required information.

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