The master sheet: Your one row, one record source

One highlighted row producing one record

The master sheet is the heart of every merge: it decides what counts as a record. One row in the master sheet becomes one result in your output.

One row, one record

If your master sheet has 200 rows, a merge produces 200 records’ worth of output – 200 certificates, 200 catalog entries, whatever your layout and merge mode call for. Add a row, get another record. Remove one, and it’s gone from the output. The master sheet is your list.

What belongs in the master

Put the values that occur once per record here: a person’s name, a product’s price, an invoice number. Each column becomes a field you can map to a placeholder.

What doesn’t belong in the master

Anything that repeats many times per record – a product’s specs, an invoice’s line items – won’t fit in a single master row. That data goes on a secondary sheet and is pulled in with a data group.

Choosing the master

In a single-sheet CSV, that sheet is automatically the master. In a multi-sheet Excel file, you choose which sheet is the master in the datasource settings (shown after you import the file); the others become secondary sheets.

Next

When one row per record isn’t enough: Secondary Sheets.

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Datasource · Last updated 1 month ago

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