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
=Tags!$A$1:$A
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?
Yes.

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:

=sort(
  unique(
    flatten(
      FILTER('Category Schedule'!E21:E,'Category Schedule'!E21:E<>""),
      FILTER('Travel Planner'!L4:L,'Travel Planner'!L4:L<>"")
    )
  )
)
3 Likes

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.

2 Likes

boom! so fun to see your workflow @yossiea