Need Formula Guidance for finding matches between 2 sheets

Tammy McCauley

I am trying to identify a match for a Deal ID between 2 sheets. I need to provide stats on the results.

CSRSheet is Sheet 1's Deal ID Column

Sheet 2, where Deal ID is, are form submissions

I added a checkbox column for the match formula in Sheet 2.

I was using this =IF(INDEX({CSRSheet}, MATCH([Deal ID]@row, {CSRSheet}, 0)) = [Deal ID]@row, 1, 0)

BUT if Deal ID is blank, it still checks the box.

Any help would be greatly appreciated. I really want to use Smartsheet versus Excel because the reports and dashboard I need using the results is so much better!

TrevRCincySheetz

@Tammy McCauley Try this

=IF([Deal ID]@row = "", 0, IF(INDEX({CSRSheet}, MATCH([Deal ID]@row, {CSRSheet}, 0)) = [Deal ID]@row, 1, 0))

Eric Law

Hello @Tammy McCauley You can try this, =IFERROR(IF(CONTAINS([Deal ID]@row, {CSRSheet}), 1, 0),0)

Tammy McCauley

Eric - thank you for the quick response! the formula is not failing but it is leaving all check boxes unchecked. Should I change the column type from a checkbox to something else?

TrevRCincySheetz

@Tammy McCauley Try this

=IF([Deal ID]@row = "", 0, IF(INDEX({CSRSheet}, MATCH([Deal ID]@row, {CSRSheet}, 0)) = [Deal ID]@row, 1, 0))

Tammy McCauley

@TrevRCincySheetz - genius! thank you! that works.

This community amazing! Looking forward to learning and sharing with this group.😀