Match — the cross-table lookup

The situation

The parts list needs each part's running balance, but the quantities live in the stock movements table. The customer table needs a "last order date" column, but the orders are somewhere else. What these share: two tables have a column with the same content — part number, customer name — and you want to bring things across on it.

The panel, step by step

Match in the toolbar:

The panel is headed CrossTable — Retrieve fields from another table, with five numbered steps:

1. CrossTable — Source table on the left (pick one, or Upload file), Destination table on the right, defaulting to the current table.
2. Select the common field in both tables — the source's key, =, the destination's key. Add condition adds another pair, for "same part number and same warehouse".
3. Select the fields to copy from the source table to the destination table — tick the ones you want, or Select all fields; Add adds a row. Each has a dropdown deciding what to do when several rows match:
   • Newest — take the newest matching row's value (the default)
   • Sum, count and the rest — aggregate every matching row, which is what the Tools card's "cross-table Sumif / Countif" means
4. Preview — the result appears on the right.
5. Apply — the destination table gains formula columns.

The formula it writes

For a single value, xlookup:

xlookup(AB2, AA3, AA6)
   In table AB: take this row's AB2, find it in AA's AA3, return that row's AA6

For an aggregate, sumif / countif:

sumif(AA6, AB2 = AA3)

Both show in the formula bar and can be edited.

Against VLOOKUP

When nothing matches

• The keys look identical but are not: one side has spacing, full-width characters or different capitalisation. Add upper(trim(AA3)) on the lookup table and use that column as the key.
• One side is a number and the other is text: 0012 versus 12. Make the field types agree.
• Date keys: 2026-09-03 on one side and 2026/9/3 on the other. Normalize with dateformat first.

Ask AI at the top of the panel can suggest which columns the two tables have in common.