Need Help With Type of Formula to Use (VLookup with Index/Match), Index/Match, VLookup/IF/AND??????
Hi, I have two sheets that I am trying to pull from. I want to pull the "Service Date" from the "Service Integration Sheet" and put it onto the "Account Management Sheet".
I am trying to match accounts that have completed their "Onboarding Call". The common variable on both sheets is the Sales Order Number, but I think the issue might be that there are several rows of the SO on the Service Integration Sheet. I have tried so many different formulas and they never work. I uploaded an Excel File with both sheets on separate tabs.
https://us.v-cdn.net/6031209/uploads/Y65ZPZGNEEE7/account-management-sheet.png
https://us.v-cdn.net/6031209/uploads/112C0EGQ59ZU/service-integration-sheet.png
https://us.v-cdn.net/6031209/uploads/G39JZEYBRPAS/smartsheet-formula.xlsx
Can someone help?