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Adaptive Planning
Last Updated: 2026-02-20
Steps: Set Up Union Tables

Steps: Set Up Union Tables

  • Import at least 2 staging tables for a data source.
  • Security:
    • Integration Operator
       permission.
    • Data Designer
       permission.
Union tables enable you to combine or stack table row data, even when the tables come from different data sources. With a union, you combine rows from 1 table with rows from another table to create a single larger table. The data in each column must be of the same data type. Example: A retail chain that uses different ERP systems across regions can combine all ERP data into a single large table.
  1. Select
    Integration
     >
    Design Integrations
     from the main menu.
  2. Select the data source you want to create the union table for or create a new data source.
  3. Select
    Custom Table
     in the
    Data Component
     pane.
  4. Drag and drop
    Union Table
     into
    Tables to Import
    .
  5. Enter a name for the union table.
  6. (Optional) Select
    Distinct Rows
     to evaluate this data during import and filter out any exact duplicates.
    This process ensures that you only import unique, distinct rows into the target sheet or model.
  7. Add the tables that you want to union on the
    Tables
     tab:
    Option Description
    + button
    Select to add a table to your union. This adds a row to the grid in the
    Tables
     tab, where you select 1 table per row.
    (Select) in the TABLE column
    Select to expand the list of available data sources and select a table.
    FILTER column
    (Optional) Select
    (Empty)
     to write an SQL expression to filter the columns from this table. You can select each available column you want to add to your expression.
  8. Select the
    Columns
     tab.
    If rows in the
    Tables
     tab exist with no tables selected, we don’t allow you to navigate to the
    Columns
     tab.
  9. Add the data source table columns that you want to union:
    Option Description
    + button
    Select to choose a data type for the table columns you want to union. Each data source table in the union appears as a column header in the grid.
    (Select) under the column header for each table in the union
    Select to choose a column from each table.
    Column Name
    (Optional) Select a column name to change the name.
  10. Select
    Ok
     to save your union table settings and view the results of your union.
Data from multiple source tables is combined into a single union table within Adaptive Planning.