What is a Lookup Table?

Lookup Tables can store reference data that help you prepare your data for commission purposes. If you're familiar with spreadsheet concepts, Lookup Tables within SimplyComp operate similar to the VLookup function across multiple worksheets in a spreadsheet. This works by matching the value in a given column from a Compensable Event table to an identical value in a Lookup Table and returning any values from the Lookup Table (on the same row) as the matched value. For example, look up a region of an order from the Compensable Event table to match to a region in a Lookup Table and return the region owner.

The Lookup Table is where the reference data is stored and the Formula column on a Compensable Report is where the join function is written.  

Lookup Table Options 

On each row there is an option menu. These options apply to that specific row only. Below is an overview of the various options:

• Delete: Will delete the entire table (including all data within the table).
• Delete All Rows: Will delete all rows of data in the table (the structure of the table will not be impacted).
• Rename: Rename the selected Lookup Table. No underlying data will be impacted.
• Upload: Upload new rows to the Lookup Table. Since there is no unique key concept on a Lookup Table, all rows will be inserted regardless if there is a duplicate.

Working with a Lookup Table 

When viewing a Lookup Table, you can easily edit the structure of the table itself or add/edit/delete the data within the table. 

Lookup Table Options:

• Create a Column: Will insert a new column in the Lookup Table. You will be able to name the Column and select the column type (Text, Currency, Date, Number, or Percent).
• Insert a Row: Create a new row of data within the Lookup Table. 
• Upload Data: Upload new rows to the Lookup Table. Since there is no unique key concept on a Lookup Table, all rows will be inserted regardless if there is a duplicate.
• Search: Will show a search bar at the top of each column and allow you to search within the column. The search type is a 'contains' style search (meaning it will match on any value you type regardless of where it is in the string). For dates and numbers it is an exact match.