Index(Collection formula for dropdown field with multiple entries

SueinSpain
SueinSpain ✭✭✭✭✭
edited 11/25/24 in Formulas and Functions

Hi Team,

I know I am asking a lot but if anyone knows it will be this group :)

I have a dropdown field that allows multiple entries - for example sales blockers

These blockers can be grouped together to give a blocker group.

I've used =INDEX(COLLECT before but not sure it will work for multiple entries

any ideas if I can even do this ???? if so how on earth would I make it work

Many thanks

Sue

Sue Rogers

AmerisourceBergen - MWI Animal Health

Business Analyst

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Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    What are you expecting for the final output? How are you needing to leverage this multi-select field?

  • SueinSpain
    SueinSpain ✭✭✭✭✭

    so I have a list of blockers in a dropdown field with multiple values allowed but only from the dropdown list e.g. Accounting Integration
    AI
    Alert Triggers
    API
    API Add On
    BI Reporting
    Cost
    Custom Tick Boxes
    Data Migration
    Dev Roadmap

    and to date a record has selected 17 of them !!! the example here has 3

    I then have a field called Blockers group and ideally I wanted to do an INDEX(COLLECT to a smartsheet that tells me what the blocker group is for each blocker so in this example by coincidence they all belong in the General group.

    I think I have probably solved it, as long as my user only wants numbers, to do it using summary fields - so happy to close this request as jsut being too much

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    This can certainly be done if I understand what you need correctly.

    You want to take all selections from the [Blockers] column and output a group or groups based on those selections made.

    My suggestion would be a helper sheet that has all blockers listed in one column and their group in another column. Then you would use a JOIN/DISTINCT/COLLECT combo to grab each of the appropriate groups like so:

    =JOIN(DISTINCT(COLLECT({Reference Table Groups Column}, {Reference Table Blockers Column}, Has(Blockers@row, @cell))), CHAR(10))

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