How to add a new row using Index/Match

Hi - I am using Index/Match to align a project intake sheet with a project scope sheet so that the same information (Project ID, Project, Project Description) show up on the scope sheet from the intake sheet. My primary is Project on both and I have the cell linked from the intake sheet to the scope sheet and then I am using Index/Match to populate the Project Description on the Scope sheet. I used a suggestion to align using an auto-number field on the intake sheet and manually entering the same number on the scope sheet but nothing populates when I add a new row. I know this sounds a bit confusing,I hope it makes some sort of sense, but what I'd like to be able to do is add a new row to the intake sheet and have the Project and the Project Description fields populate on the Scope sheet.

I hope you can help! Thank you!

Answers

  • ChristianFinke
    ChristianFinke ✭✭✭✭✭

    @Murz

    To auto-populate new rows in your Scope sheet from the Intake sheet, try using a unique identifier (like Project ID) in both sheets for your Index/Match formula, so it doesn’t require manual entry. If that setup isn’t quite working, I’d be happy to help troubleshoot

    CHRISTIAN FINKE

    cfinke@digitalradius.com

    Schedule a Meeting

  • Murz
    Murz ✭✭✭
    edited 11/18/24

    I think I'm doing it wrong. Here's what I'm trying to do.

    I want to be able to add a new row in "zz Intake" by filling in "Project" and "Project Description" and then the "Project ID" will auto number.

    Then I want zzIntake to populate the Project ID, Project and Description to zzScope upon save/refresh.

    I have Project (zzIntake) linked to Project (zzScope) and I have =INDEX({Project_Description},MATCH{Project@row,{Project_Name},0)) in the Project field ofo zzScope so it matches to Project in zzIntake (range is Project_Name in zzIntake)

    Linking the Project ID field in zzScope is too manual since I can't link empty cells and Project ID, since its an autonumber (in Project Intake), I can't do anything with it.

    Is this even possible?

    Thank you so much for your help!

    Lisa

  • Michelle Choate 2
    Michelle Choate 2 ✭✭✭✭✭✭

    In order for INDEX/MATCH formulas to work, you have to enter a unique value on each sheet. Data Shuttle/Data Mesh can add new rows without you needing to do the work, but that formula cannot. Something will not appear unless you put something there for it to match against.

    You could use a different formula to fill in the PROJECT ID column for you. Using an INDEX/DISTINCT formula instead, then using the INDEX/MATCH to fill out the rest.

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

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