Tech Literacy Tools

Merge rules

If you'd like more granular control over which rows are included in the merge, you can add custom rules to include only rows that match specific criteria.

Rule setup

Rule interpretation

In the "Set merge rules" tab, set how you'd like the rules to be interpreted.

"Merge rows if [any] of the following are true" dropdown open, showing "any" and "all" options.
  • Any: If more than one rule is listed, at least one rule must be true for a row to be included in the merge.
  • All: If more than one rule is listed, all rules must be true for a row to be included.

Add a rule

  • Set the column in the spreadsheet you'd like to apply the rule to.
  • Set the rule type.
  • For some types, you'll need to set a comparison value (e.g. for "Text is exactly", you need to specify the text that column should match exactly).
  • Click "Save rule" to save.
New rule form with a column selector, rule type selector, comparison value field, and a "Save new rule" button.

Delete a rule

Click the trash can next to an existing rule to delete it.

Existing rule with the trash can icon highlighted.

Edit a rule

Click the pencil next to an existing rule to edit it. Make your edits and click "save rule".

Existing rule with the pencil icon highlighted.
Edit rule form open below an existing rule, showing the same column, type, and value fields as the new rule form.

Example

Suppose you have a list of every student in the school in your spreadsheet, but you only want to run the merge for students in Ms. Fowl's and Ms. Frizzle's homeroom classes. You can create two rules to accomplish this.

First, set your rule mode to "Merge rows if any of the following are true". A student only needs to be in Ms. Fowl's class OR Ms. Frizzle's class, not both.

Rule interpretation set to "any."

Create a rule to check whether the homeroom teacher is exactly Ms. Fowl and save it.

New rule form set to "Homeroom teacher" "is exactly" "Ms. Fowl."

Create another rule to check whether the homeroom teacher is exactly Ms. Frizzle and save it.

New rule form set to "Homeroom teacher" "is exactly" "Ms. Frizzle."

Now, when you run your merge, the resulting document will only include students from Ms. Fowl's or Ms. Frizzle's class.

List of two saved rules: "Homeroom teacher is exactly Ms. Fowl" and "Homeroom teacher is exactly Ms. Frizzle."