Index matching formula for cross referring between sheets

SiddV47
SiddV47 ✭✭✭

Hi everyone,

I would like to get help with a formula related to index matching. I have two sheets, for the purposes of this discussion - Sheet A and B

Sheet A (only has these two columns)

Screenshot 2024-11-13 at 17.13.51.png

Sheet B is a grid view sheet that has a Smartsheet intake form. My ask is - When the intake form is submitted, if Dermatology - Dr. Ozog and Nursing - Dr. Wallis were selected in the intake form submission, this should auto-populate 1234@abc.org and 5678@abc.org respectively in the Sponsor Content Email column on Sheet B.

The formula I have devised is clearly not working, as you can see that in the image below:

=INDEX({Sponsor dept}, MATCH({Contact Email}, {Contact Email}, 0))

Sheet B

Screenshot 2024-11-13 at 17.16.13.png

Please provide support and advise further to help resolve the issue.

Thank you SS Community once again!😊

Best Answer

  • Courtney S.
    Courtney S. ✭✭✭✭✭
    Answer βœ“

    Hi! I think you have the placement of the columns backward in the formula. Take a look at this Best Practice post:

    INDEX and MATCH across two sheets: a detailed explanation β€” Smartsheet Community

    Specifically the portion that explains the formula:

    Here's how INDEX MATCH works, in a nutshell:

    =INDEX([Range of data to be displayedΒ from], MATCH([Identifier], [Range to look for Identifier], [sort option]), [optional column index])

    TheΒ IdentifierΒ is simply something that you can utilize to match a cell value from one sheet to another.

    For this Identifier, you shouldΒ use a cell value that is always uniqueΒ (otherwise, if there are duplicate values, this formula will take from the first value it can find).

    Here's how the INDEX MATCH pair function works:

    • Use the first portion of the INDEX formula to set theΒ range of dataΒ you want to display.
    • Use the MATCH in the second part of the INDEX formula to designate whatΒ rowΒ to pull the data from.
    • The third portion of the INDEX formula is optional. Use this to specify which column to pull the data from if the first portion of the INDEX formula covers multiple columns. For how we've set this up, you won't need to worry about that.

Answers

  • Courtney S.
    Courtney S. ✭✭✭✭✭
    Answer βœ“

    Hi! I think you have the placement of the columns backward in the formula. Take a look at this Best Practice post:

    INDEX and MATCH across two sheets: a detailed explanation β€” Smartsheet Community

    Specifically the portion that explains the formula:

    Here's how INDEX MATCH works, in a nutshell:

    =INDEX([Range of data to be displayedΒ from], MATCH([Identifier], [Range to look for Identifier], [sort option]), [optional column index])

    TheΒ IdentifierΒ is simply something that you can utilize to match a cell value from one sheet to another.

    For this Identifier, you shouldΒ use a cell value that is always uniqueΒ (otherwise, if there are duplicate values, this formula will take from the first value it can find).

    Here's how the INDEX MATCH pair function works:

    • Use the first portion of the INDEX formula to set theΒ range of dataΒ you want to display.
    • Use the MATCH in the second part of the INDEX formula to designate whatΒ rowΒ to pull the data from.
    • The third portion of the INDEX formula is optional. Use this to specify which column to pull the data from if the first portion of the INDEX formula covers multiple columns. For how we've set this up, you won't need to worry about that.
  • SiddV47
    SiddV47 ✭✭✭

    Thank you for your help and detailed article links. This was resolved.

    This is the formula I ended up using - =INDEX({SourceSponsoremail}, MATCH([Sponsor Department]@row, {SourceSponsorDept}, 0))

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