Data Shuttle Upload Merge

Ashley McAdoo

I have a sheet for tracking monthly KPIs from the vendors. For each month there is a Text/Number score column, a Symbols status column (uses a formula), a % change from the previous month expressed in numbers (uses a formula), and a Symbols change from the previous month expressed in up, down and sideways arrows (uses a formula).

I am trying to add the August and September scores each on a separate .xlsx sheet from the vendor using the "Merge data into the target based on a key column value" workflow action, but it's not working. It will work with the "Replace all Target sheet rows..." action, but then I have to go back and redo all the formula columns. I have everything mapped, and I chose KPI Description as the key column value for the Merge action ( there are also , Service Line, KPI Category, and KPI Name to choose from, each with a unique value).

Key Column Values.PNG

Any thoughts on why this is not working? Above is a screenshot of the sheet I am try to add to and below is a sample of the data I am trying to upload.

Data to upload.PNG

Also, on the mapping portion of the work action one field is appearing differently from the rest and I do not know why

Not Mapped.PNG

Any help would be much appreciated,

Thanks,

Ashley

Genevieve P.

Hi @Ashley McAdoo

How do you have the "Target" tab set up in your Data Shuttle workflow?

It sounds like you may want to ensure that under "Row Options" the box next "Update rows" is checked:

See: Select a Target Sheet and Workflow Actions

Let me know if that helped! If not, it would be useful to see a screen capture of your configuration like mine, above.

Cheers,

Genevieve