Sharing data among multiple sheets

ljadkins

I've created a sheet for the company to manage all Contacts. In a new sheet to capture more data about orders for a company, we would like to be able to pull over name and email address of a Contact when the Organization name matches in both sheets. I need this information to always be accurate in linked sheets when Contact info is updated in the Contacts sheet. What is the best way to achieve this?

Kerry St. Thomas

You can probably accomplish this with INDEX/MATCH column formulas on your orders sheet. The format of your formulas would be:

=INDEX({What You Want to Return}, MATCH([Organization on your current row]@row, {Organization on Contact Sheet}, 0))

Your capacity to link sheets like this is not without limits - check this out for additional info: https://help.smartsheet.com/learning-track/level-3-advanced-users/cross-sheet-formulas#:~:text=A%20sheet%20can%20include%20no,maximum%20of%20100%2C000%20inbound%20cells. Depending on the size of your sheets, the frequency with which you have cross-sheet lookups, and the overall complexity as you continue to use this - you may want to investigate Data Mesh. It's a premium app you may be able to use, that has a similar functionality without the need for formulas.