Formula to pull data from another sheet

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Hi there! I am hoping someone might have some suggestions or ideas on the best way to connect two worksheets in smartsheet. On this project, there is a Smartsheet A which has a list of priority clients that we work closely with and tracks our date of last communication with the client so we can follow up as needed. We also have a Smartsheet B. Each week the team submits a log via smartsheet form listing which clients they talked to/reached out to that week. This is for all clients and not just the clients on Smartsheet A. We want to reduce the number of times that our team members have to enter the date of last communication. Is there a formula that would allow us to submit the weekly logs and then if a log was submitted for Client ABC, it would update the date of last contact on Smartsheet A?

Answers

  • Michael Culley
    Michael Culley ✭✭✭✭✭
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    Index/Match or Vlookup formulas work from the top down. So if your employees are using forms to populate a sheet, make it so that new form entries are placed at the top rather than the bottom. Then you can just do an index/match formula to pull in the last communication date from Client ABC.

    Does that sound like I'm on the right track?

    something like =IFERROR(INDEX({date column},MATCH([client column]@row,{client column other sheet},0)),"")

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