How to Combine Exports

BackerKit provides a variety of exports to gather the necessary data on your orders. If you need to merge data from two or more of these exports, you can use VLOOKUP to combine the data into one report.

Here's how to use VLOOKUP:

1. Segment the orders to narrow down the data. Segment the orders to narrow down the data. You can use segments to filter backers by status, pledge level, country, etc...if you need a specific group of backers.
2. Download the exports you want to combine from BackerKit. Access the Export Reports tab within the segment.
3. Add each export as separate tabs in the same spreadsheet.
4. Delete any unnecessary columns of data from the sheet you are extracting data from. Leave the Backer ID column and the column(s) of data you need to move to the other file.
5. Identify the column of data you want to add to your tab. Note the column heading and the data range.
6. Insert a new empty column where you want to add the data in your tab.
7. Enter the VLOOKUP formula Example: =VLOOKUP($A2, 'Expected Revenue' !$A:$B,2,FALSE) in the first cell of the newly inserted column using the syntax:
   1. lookup_value: BackerID column is typically used to link the data in both files.
   2. table_array: Identify the data range, which includes the lookup value column and its corresponding value column, to the other file.
   3. col_index_num: Enter the column number (starting from 1) that contains the value you want to return. For example, if your data range has three columns and you want to return the value from the second column, enter "2". To copy a specific data column from the table_array section, identify the column number of the data you want to copy over. For instance, if you want to carry over Taxes from column 2, enter 2 to copy that column over.

   4. range_lookup: This value is always FALSE

      
      

8. Copy the formula to the rest of the cells in the column.

9. Review and validate the results.

   
   

   

   
   
10. Save your spreadsheet to apply the changes and keep the added column of data in your Excel file.

Check out the video below for visual help using VLOOKUP to combine data into a unique report.