Creating Lookup Table Data

Lookup Table data can be imported, or created manually. The table values can then be used as static or conditional variables in the body of a Content.

When creating a lookup table, key values that contain a comma are not supported.

Importing Data into a Lookup Table

There are three ways of importing data into a Lookup table:

1. By using the Import Data button on the New or Edit Lookup Table User Interface.
2. By selecting a previously created Lookup Table and clicking the Import Into... button. Click here for more information.
3. By using the New button in the Value Conversion section in a variable. From here you can import or manually create a Lookup Table.

Importing Data into a New Lookup Table

1. Click the Import Data button.
2. Click Browse to search for the relevant CSV or Excel file.

To Import a CSV File

1. Select the relevant CSV File.

The data will import with a sample preview. This is the first 10 rows of your CSV file. If there are more than 10 rows in your CSV file these are not shown here.

2. Click Next.
3. The name for the Lookup Table automatically defaults to the name of the CSV file. This name can be amended if required.
4. Enter a description for the Lookup table, if required, in the Description field.
5. The Lookup key is based on the first column name. To change the key to another column click on the drop-down arrow next to the key field:

6. Uncheck any columns that you do not want to import into the Lookup table. Please note that the column selected as the primary key cannot be unchecked.
7. If you are importing the data for the first time you will see text boxes in the ‘Import As’ column. These text boxes allow you to rename the column headers in the look-up table data. If you are importing data into an existing Lookup Table you will see drop-down arrows in the ‘Import As’ column. The drop-downs allow you to map the columns from the selected file to the columns in the Lookup Table.
8. Click Done.

To Import an Excel File

1. Select the relevant Excel File.
2. Select the relevant sheet.

The data will import with a sample preview of the first 10 rows of your Excel Spreadsheet. If there are more than 10 rows in your Spreadsheet these will not be shown here.

3. Click Next.
4. Enter a name for the Lookup table in the Name field.
5. Enter a description for the Lookup table, if required, in the Description field.
6. The Lookup key is based on the first column name. To change the key to another column click on the drop-down arrow next to the key field:

7. Uncheck any columns that you do not want to import into the Lookup table.

8. If you are importing the data for the first time the Import As column rows will be blank. If you have imported data into the Lookup table before then these rows might have data mapped in them.
9. Click Done.

Manually Creating a Lookup Table

1. On the Creative Overview tab select the Lookup tables tab within the Shared Elements section.
2. Click New.
3. Enter the lookup table name in the Name field.
4. Enter a description in the Description field.
5. The lookup table is created with two columns a Key column, and a Value column. Note: the key column is mandatory.
6. Change the name of the Key or Value column by:
   1. Clicking the drop-down arrow on the column name.
   2. Select Update Name.
   3. Enter the new column name and click OK.

• To add new columns to the lookup table, click the New Column button.
• To add new rows to the lookup table click the button.
• To delete rows from the lookup table click the button.

7. Click the Save button once the lookup table is completed.

• Lookup Tables
  • Creating Lookup Table Data
  • Using Lookup Tables
  • Importing Lookup Tables from another Creative
  • Editing Lookup Tables
  • Exporting a Lookup Table
  • Deleting Lookup Tables