Merge Table

This guide explains how to merge tables in the dashboard. The Merge Table feature lets you combine two table blocks on a dashboard into one block by joining their rows on a common column. Use it when you have two tables (e.g. campaigns + spend) and want one table with rows aligned by a shared key (e.g. campaign ID, date).

Prerequisite:

• Dashboard in Edit mode (you must be able to edit the dashboard).

• Two table blocks – only blocks whose chart type is Table can be merged (not Pivot Table, line, bar, etc.).

• Both tables should have at least one column you can use to match rows (e.g. same IDs or Campaign Names).

Steps to Merge Two Table:

1. Turn on Edit mode

   • Open the dashboard and switch to Edit mode by selecting it from the dashboard header.

   
2. Start merge from the first table

   • Find the first table block you want to merge (e.g. “Clicks Per Campaign”).

   • Hover the block and click the merge icon in the block’s toolbar.

   • Click the second table block (e.g. “Spend by campaign”).

   

   • The Combine Tables dialog opens after the second table is selected.

3. Configure the merge

   In the dialog:

   • For the Table name field enter a name for the merged block (e.g. “Campaigns with spend”). Default is “Merged Table.”

   • Select how you want the tables to be merged:

     • Only matching rows – Keep only rows that have a match in both tables (like a database “inner join”). Rows that don’t match are dropped.

     • Keep all from [left table] – Keep every row from the first table; add columns from the second table where the key matches, and leave blanks where there is no match (like a “left join”).

     
   • For the Match columns field:

     • Match column from [left table] – The column in the first table used to match rows (e.g. campaign_id, Campaign name).

     • Match column from [right table] – The column in the second table used to match rows.

     • Values in these two columns are compared to align rows. They don’t need the same name, but they should represent the same thing (e.g. both campaign IDs).

   • Preview field:

     • A preview shows the merged result and the total number of matched rows.

     • If you see “No matching rows,” try different match columns or choose a different table to merge that has a field with common values to the first table.

     
4. Revert Changes:

   • If you no longer want the merged block and want the two original table blocks back, hover the merged table block and click the unlink (break merge) icon in its toolbar.