Cross reference logic help needed

Options

I need to be able to check if a set of conditions is met across different rows in another sheet. I need to determine if supporting projects should be yes if supporting helper column is yes in the other sheet. If any of the rows for a project resource has a yes in supporting helper column that resource should have a yes in supporting project in the other sheet.

Screenshot 2025-02-25 110043.png Screenshot 2025-02-25 110105.png

Best Answer

  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭✭
    Answer βœ“

    Hello @Jess A ,

    I replaced the VLOOKUP with IF logic embedded with HAS and Cross Sheet Reference.

    It worked for me.

    =IF(AND(HAS({Project Hours Question Project Resource}, Resource@row), HAS({Project Hours Question Project Resource Supporting Helper Column}, "Yes")), "Yes", "No")

    Scenario 1 β‡’ Jane Doe last Record is Yes

    image.png image.png

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❀️, upvote ⬆️ and/or mark βœ… any of my contributions that have provided value.

    Core App and Project Managment Certified πŸš€

Answers

  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭✭

    Hello @Jess A ,

    Please let me know if I misunderstood your question.

    I interlaced the functions IF, VLOOKUP and embedded a Cross Sheet Reference.

    Cross Sheet Reference = {Project Resource} = Column Range

    =IF(VLOOKUP(Resource@row, {Project Resource}, 5, 0) = "Yes", "Yes", "No")

    image.png

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❀️, upvote ⬆️ and/or mark βœ… any of my contributions that have provided value.

    Core App and Project Managment Certified πŸš€

  • Jess A
    Jess A ✭✭

    Hi @Erin Horiuchi Green,

    I don't think a straight vlookup would work. In the case of Jane Doe there are three rows for that resource. 2 are yes and 1 is no, I need to be able to look at all three rows and if one of them is yes then return yes.

  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭✭

    Hello @Jess A ,

    Fair point. Thank you for the additional requirement clarification.

    Let me give this another go using other functionality. Please stay tuned.

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❀️, upvote ⬆️ and/or mark βœ… any of my contributions that have provided value.

    Core App and Project Managment Certified πŸš€

  • Jess A
    Jess A ✭✭
  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭✭
    Answer βœ“

    Hello @Jess A ,

    I replaced the VLOOKUP with IF logic embedded with HAS and Cross Sheet Reference.

    It worked for me.

    =IF(AND(HAS({Project Hours Question Project Resource}, Resource@row), HAS({Project Hours Question Project Resource Supporting Helper Column}, "Yes")), "Yes", "No")

    Scenario 1 β‡’ Jane Doe last Record is Yes

    image.png image.png

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❀️, upvote ⬆️ and/or mark βœ… any of my contributions that have provided value.

    Core App and Project Managment Certified πŸš€

  • Jess A
    Jess A ✭✭

    Thank you! I will try it with my actual data!

  • Gillian C
    Gillian C Overachievers

    @Jess A sorry! was offline. Looks like great help from @Erin Horiuchi Green πŸ‘οΈ

  • Jess A
    Jess A ✭✭
    edited 03/11/25

    =IF(AND(HAS({Project Hours Question Project Resource}, Resource@row), HAS({Project Hours Question Project Resource Supporting Helper Column}, "Yes")), "Yes", "No")

    How do I do the cross reference piece?

    When I do it I'm getting all yes.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!