Return Value based on two criteria

I have a hard time explaining this, but will try my best. I attached a spreadsheet example to illustrate.

I want to lookup a value first based on the customer to return the assigned manager. If there is no Customer, then I want to look at the group to return the assigned manager. What is the best way to go about this. Also, the Manager assigned is a contact in smartsheet.

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Answers

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

    IF(Customer@row <>"", INDEX({Assigned Manager}, MATCH(Customer@row, {Customer},0), IF(Customer@row ="", INDEX({Assigned Manager}, MATCH(Group@row, {Group},0).

    So this basically says exactly what you are looking for. If the columns are labeled 'Customer' and 'Group' in the main sheet, and the columns are named 'Assigned Manager', 'Customer', and 'Group' in the source sheet for the references.

    Michelle Choate

    michelle.choate@outlook.com

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