Combine Tags from Multiple Templates (Travel Planner, Cat Template) into Unique Column

What is the goal of your workflow? What problem does it solve, or how does it help you?
I have a few tags I use in my reporting and I’ve also added the Community Solutions for Travel Planning and Category Schedule. In my Transactions sheet, I want a drop down to select a tag that includes all the tags I’m using in Tiller.

How did you come up with the idea for your workflow?
I looked for a way to combine multiple sources and then de-duplicate them to provide one list of tags to select from.
Please describe your workflow. What are the sheets? Does it use any custom scripts or formulas?
It uses a formula that is easily modified in the event a new template is used.
First, I have a worksheet called Tags where I list in Column A all my manual tags that I have. On the next available row in Column A, I have the following formula:

=unique(flatten('Category Schedule'!E21:E,'Travel Planner'!L4:L))

What this does is first get a list of my tags from the Category Schedule, and the Travel Planner. After that, it dedupes and provides a list of tags used. You can then go to the Transactions sheet and add the data validation to the Tag column, using
Anything else you’d like people to know?
On the Tags sheet you might find blank rows, this is OK and won’t make a difference to the formula.
Is it ok for others to copy, use, and modify your workflow?

Super cool. You work fast, @yossiea!

I love that you have already integrated @catpatriciamorgan & @Brad.warren’s templates into your workflow just a few hours after they launched. :rocket:

To remove the blanks, you could probably add a FILTER() into your formula:

      FILTER('Category Schedule'!E21:E,'Category Schedule'!E21:E<>""),
      FILTER('Travel Planner'!L4:L,'Travel Planner'!L4:L<>"")

Thanks for the tip!
As for integration, that’s always faster than implementation. :slight_smile: Plus, it’s always fun to prepare for a vacation.


boom! so fun to see your workflow @yossiea

This is awesome, thanks so much! I have a very long list of tags and would ideally have the dropdown of tags be dynamic to the specific category. For example, for my “Misc Income” category I would like to have a certain set of tags show up (Bonus, Stipend,Partner1, Partner2), and for “Shopping” category I would like a different set of tags to choose from (Clothing, Fitness, Beauty,Tech). I like to use my tags to be very granular to keep everything clean/not have too many categories. The ability to have a dropdown of tags to help with this would be amazing!