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Splitting one table into two

  • April 28, 2020
  • 0 replies
  • 31 views
Hi
I want to "create a new table" from a field in one table and want to move the address field across to the new table but it doesn't show as an additional field I can move. Currently have one table with companies and contacts - want to split it so one company(parent) has many contacts(child). So the data I split out should be the company info (I think).- ie parent info) And address is one of the company fields I want to move....but it wont let me. Any help would be appreciated.

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Charmaine Silverman
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AdamKeever1
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  • AdamKeever1
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  • April 28, 2020
To my knowledge, your best bet is to start fresh. If you are familiar with Excel or Google Sheets you can do this in a rather short amount of time. There are several steps, but they are pretty simple and you only have to do this once.

  1. Export the data
  2. Copy & paste the company fields to a new sheet
  3. Delete duplicates
  4. Add a key field to the right of the primary company field
  5. Populate the key field with ascending numbers starting at 1
  6. Add a key lookup field to the contacts sheet on the right and next to the company field
  7. vlookup the key from the company field in the company sheet
  8. Copy the key lookup column and paste values
  9. Delete the company field from the contacts sheet
  10. Delete the key field from the company sheet
  11. Upload the two sheets to two Quick Base tables creating new fields and verifying the fields are of the correct type
  12. Create a relationship where one company has many contacts and use the key lookup field from the contacts table as the reference field and add any other lookup fields you may have in the company table
A key field must be unique and so you remove the duplicates of your company field. Quick Base generates Record ID#'s and assigns them to records in ascending order as they are located within the upload file. That is why you added the key field and populated it with ascending numbers so that the key lookup field in the child table will match the correct Record ID# in Quick Base when you upload the data and create the relationship. This will give you the parent/child relationship you are wanting and will add the company info to the contacts records for you.

Here is a post that shows step by step details of creating the relationship; it was for a different use case, but the relationship set-up is the same:
Building Relationships Using Keys

You should notice that the data in this example has the key lookup field on the far left and is titled ID; this field is what allows the child table to lookup to the parent table and also allows the parent table to summarize the child table when the relationship is created.

Hope this helps you out Charmaine.

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Adam Keever
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