Occasionally when working with BUCS Data Feed tables, it can be helpful to merge tables.
In the example below, we will outline how to start with a Trial Balance table organized by GL Account ID, and merge on the GL Account table that includes the account’s number, name, and other details.
Begin with your df_Trial_Balance table , right-click, and select “Merge”.
In the merge tables window, select the table you want to merge in.
Select the columns in both tables that you want to merge on (account_id column in both tables), and indicate whether you’d like to utilize fuzzy matching.
Select “OK”, then your resulting table will include all columns from both tables for use in your analysis.