Formula Question

TanyaMac

I am trying to build a Finance sheet for a project and I want to be able to type in the project code and to pull the info from the Metadata sheet into the finance sheet. I am using a combination of the Project Management Office template set and ones I have created. I have tried to use the existing formula in the Metadata sheet that pulls info from the Intake sheet but that is not working - =INDEX({Portfolio Summary Data}, MATCH($[Project ID]@row, {Project ID}, 0), MATCH([Project Name]$1, {Portfolio Summary Header Row}, 0))

I am also not sure what 'Portfolio Summary Data' and 'Portfolio Summary Header' refer to?

Thanks for your help.

Paul Newcome

If you select the option to edit one of those cross sheet references, it should open a new window that shows the sheet it is currently referencing. From there, you should have a button at the bottom of that window close to the left corner that says "Go to sheet". You can click on that to open the sheet being referenced. From there you can click on "File" in the top left corner then "Properties", and a pop-up with information about the sheet should also include the location.

Paul Newcome

Are you able to provide some screenshots for context?

TanyaMac

Hi @Paul Newcome

Thanks for connecting. I have attached a screen shot of the Finance Page that I want to add the formula to and the Metadata sheet that has something similar on.

Finance Sheet.PNG

Metadata Sheet Formula.PNG

Paul Newcome

Do you have the summary sheet set up?

TanyaMac

No, but I can't find it in the templates and that still seems to pull the info. I am sorry I am still new to this and so not 100% sure what I am looking for.

Paul Newcome

If you select the option to edit one of those cross sheet references, it should open a new window that shows the sheet it is currently referencing. From there, you should have a button at the bottom of that window close to the left corner that says "Go to sheet". You can click on that to open the sheet being referenced. From there you can click on "File" in the top left corner then "Properties", and a pop-up with information about the sheet should also include the location.

TanyaMac

Thanks so much for your help.