Formula to Pull Data from Source Sheet if Criteria Matches a Name

Options
Frank S.
Frank S. ✭✭✭✭✭✭
edited 07/14/23 in Formulas and Functions

Background: I have a sheet with a list of users assigned to specific tasks; users may be assigned multiple tasks. The users are in a contact column, and I have created a column that contains only the names of the users.

I'm trying to create individual sheets for each user that contain the tasks only assigned to them but use the information already in the source sheet.

What I need is a formula that looks at the user assignment column and populates the information from the columns I want. (Sample columns WBS and Title)

I've played with INDEX/Collect/Contains, but it only seems to bring the first match, not all matches, and JOIN does not work since I want the information in separate rows.

The primary reason I want individual sheets for each user is so they can evaluate the tasks only assigned to them.

Any suggestions or thoughts would be much appreciated.

Frank Smith, PMP

Assistant Director | IT Special Projects Mgr.

Oregon Parks & Recreation Department

If my response helps, please mark it as an accepted answer. 😎

Tags:

Answers

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!