Create a Report with Companies and Their Technologies

To produce a report from RainKing showing a list of companies (or people) with technologies-in-use.

 

How it can help

Import technologies into your CRM

Identify companies who have multiple partners

Export technologies from RainKing

 

Steps to create


RainKing typically advises a series of searches and Excel exports in order to execute this task. After exporting, you will need to combine the search exports into one unified Excel file. The end result will be a file that shows the list of companies (or people) as rows with their technologies-in-use as columns. The example below will show how to create this report for companies that use Microsoft SQL Server, MongoDB, Hadoop, or an Oracle Database:

First, create a search for each desired technology:
 tech1.png

After running each search, press the Save button in the panel on the left-hand side:
 Tech2.png

Do this until you have a saved Search for each technology you’re tracking. Those Saved Searches will then show up on your RainKing Dashboard:
Tech3.png 

Next, from the Dashboard open each Search by clicking on the hyperlink and export each one to Excel and name each Excel file for the technology in use (tip:to select all companies, click on the check box at the top of the list):
 Tech4.jpg

With all information now in Excel files, the rest of the work will be done purely in Excel. First, we’ll need to combine all companies to get a “master list” of the companies that use these technologies. To do that, open a new Excel file and add all companies from each of these files to one single column:
 Tech5.jpg


Combining company names from various Excel outputs into one Excel column will create duplicate company name rows in the column so select the column then select the Remove Duplicates option in Excel:
 Tech6.jpg

Combining all company names into one column, then removing duplicates will give you the “master list” of companies that use the various selected technologies. Save this Excel file, then add each of the individual technology search files as separate sheets in the workbook:
 
Tech7.jpg

On each technology search sheet, add a new column to define the technology in use. So, for the “Hadoop” search sheet, add a new column called, “Uses Hadoop?” then add an “X” down the rows:
 Tech8.jpg


Add the new column listing the technology-in use-for each technology search sheet.

Next, join each technology sheet back to the master file. This can be done using VLookup in Excel or Excel’s Fuzzy Lookup add-on. You can reference this article for a how-to on Microsoft Fuzzy Lookup or follow the steps below:

To perform a Fuzzy Match, format each sheet as a table:

 

Tech9.png

Create a new Sheet and for the Fuzzy Match
Tech10.png

Next, choose the “master” table as the left table, and the right table as one of the tables containing the individual technologies. Match these based on Company name:

Tech11.png

Choose a Similarity threshold of 100%, and number of Matches as 1.

Join the company name columns from each technology search sheet back to the master file and, as the joins progress, a grid will take shape showing the master company list down the rows and the technologies in use across the columns:

Tech12.jpg
 

 
Once complete, you’ll have a full grid of companies and the technologies they use across the columns:
 
Tech13.jpg

If you have unique fields in your CRM for each technology this data can now be imported to populate those fields. 

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© 2018 DiscoverOrg, All Rights Reserved
© 2018 DiscoverOrg, All Rights Reserved
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