Concatenate any combination of property attributes into a single "asset group v1" name, then export the updated spreadsheet.
1Upload spreadsheet
2Filter In/Out
3Select attributes
4Preview & export
Step 1 · Upload your spreadsheet
Drop the Excel file that contains your properties
Drop .xlsx file here or click to browse
Supports .xlsx, .xlsm, .csv
Step 2 · Filter properties (In/Out)
Asset groups are only built for properties marked In. Confirm the In/Out column below.
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Total rows
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"In" rows (kept)
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"Out" rows (excluded)
0
Other / blank (excluded)
Step 3 · Select attributes for the asset group
0 selected
Asset Group v1 preview (first row):— select attributes above —
Step 4 · Preview & export
Every row now has an asset group v1 value. Review below, then download the updated spreadsheet.
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Total rows
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Unique asset groups
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Attributes used
0
Avg properties per group
0
Groups > 300 properties
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Groups < 5 properties
Asset group V2 — merge split blocks
Take a sheet that already has an asset group v1 column, identify the block reference column, and produce a pivot table of properties per block × asset group.
1Upload sheet (with asset group v1)
2Identify columns
3Pivot & merge
Step 1 · Upload your sheet
Drop a spreadsheet that already contains the asset group v1 column (the output of section 1, or any equivalent file). If you just finished section 1, you can skip this step by clicking Continue to V2 there.
Drop .xlsx file here or click to browse
Supports .xlsx, .xlsm, .csv
Step 2 · Identify columns
Pick the column that holds your block reference, and confirm which column holds asset group v1.
Exclude block values from merging?
Pick any block-reference value that's a placeholder rather than a real block.
Step 3 · Pivot & merge asset groups
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Unique block refs
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Asset groups v1
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Asset groups v2 (after merge)
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Merged blocks
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Properties re-grouped
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Avg properties per v2 group
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v2 groups > 300 properties
0
v2 groups < 5 properties
Pivot table (block × asset group v1 × v2)
Each row shows a block reference, the asset group v1 inside it, the merged asset group v2, and the count of properties.
Asset group V3 — consolidate small groups
Starting from an aggregated asset-group sheet (one row per asset group, with a property count), merge small groups into adjacent ones that share the same location, building type, and construction — keeping tenures and age bands compatible.
1Upload aggregated sheet
2Identify columns
3Configure & consolidate
Step 1 · Upload your sheet
Drop a spreadsheet that lists asset groups and how many properties are in each. Asset group names should use | as the separator between attributes (e.g. Accrington | H/B | 1980-1999 | Trad | AR). If you just finished section 2, click Continue to V3 there — we'll aggregate the property rows automatically.
Drop .xlsx file here or click to browse
Supports .xlsx, .xlsm, .csv
Step 2 · Identify columns
Pick the asset group column and the property count column.
Auto-aggregated.
First asset group split by |:
Pick which attribute is the age band. Choose "None" if your data has no age band — in that case age-adjacency won't block a merge.
Pick which attribute is the tenure (required).
Step 3 · Configure & consolidate
Groups with fewer than this many properties are considered small and eligible to be merged.
When a small group has multiple valid merge partners, choose which factor ranks candidates first.
Pairs of tenure types that your organisation allows to combine (for example AR with GN).
Results
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Groups before
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Groups after
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Small groups before (< threshold)
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Small groups after (< threshold)
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Rows merged (threshold)
0
Rows merged (overlapping)
0
Avg properties per v3 group
0
v3 groups > 300 properties
0
v3 groups < 5 properties
Consolidated asset groups
Only the rows whose asset group name changed. Each row shows the original group, the property count, the consolidated name, and why it was merged.
Asset group V4 — split large groups
Find asset groups that are still above the chosen property-count threshold, then add one more attribute into those group names to split them into more useful buckets.
1Threshold
2Current asset group
3Choose attribute
4Insert position
5Preview & export
Step 1 · Set large-group threshold
Use the V3 property-level output, or upload a property-level file that already contains an asset group column. Groups with more properties than the threshold are eligible for V4 splitting.
Drop .xlsx file here or click to browse
Supports .xlsx, .xlsm, .csv
Groups with more than this many properties will be split.
Step 2 · Select current asset group column
Confirm which column contains the current asset group names.
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Property rows
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Current asset groups
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Groups over threshold
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Properties in those groups
Step 3 · Choose one attribute to split the large groups
Pick an existing property attribute, or add attributes from a file with the same property rows in the same order. Only groups over the threshold are split; all other groups keep their V3 name unchanged.
Optional: upload a same-row file with extra attributes
New columns will be matched to the current property rows by row order.
0 attributes available
No attribute selected
Split preview (first property in a large group):— choose an attribute above —
Step 4 · Choose where the new attribute sits
Asset group names are ordered attributes separated by |. Pick where the new attribute should be inserted for the large groups.
Current asset group attributes (first large group):
Asset Group v4 preview:— choose an insertion point —
Large groups to split
Step 5 · Preview & export
The new asset group v4 column is added after the current asset group column. Only over-threshold V3 groups receive the extra attribute.
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Property rows
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Groups before V4
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Groups split
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Groups after V4
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Rows receiving attribute
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V4 groups over threshold
V3 → V4 split mapping
Confirm header row
Select the row that contains the column names. We've pre-selected our best guess — change it if it's wrong.