Vlookup or Index with Match?

Lisa Bruce

Trying to get data from one sheet to another by matching on Deal ID

 

to the Requests sheet from the Salesforce sheet

 

Could someone please help me for the formula for this?  this would be an import from salesforce that I would have to do manually weekly, so I could rename the imported file and use same column names each time.  Any automation ideas to refresh the data from the download with as few steps as possible also appreciated.

 

Andrée Starå

Hi Lisa,

There are a few options.

• Manually copy/move the rows to the main sheet
• Automate it with the help of a third-party tool like Zapier or similar
• Automate it with the Premium Add-on Data Uploader

More info: https://www.smartsheet.com/datauploader

Would any of those options work?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Brian W

If you want to use INDEX/MATCH, I think you would need to copy the data from the imported file into the old sheet each week. Or you could edit the references to point to the new sheet, but I think that would require more work.

 

For the INDEX/MATCH formulas, they should look something like this:

=INDEX({Opportunity Status Column}, MATCH([Deal ID]@row, {Deal ID Column}, 0))

=INDEX({Stage Duration Column}, MATCH([Deal ID]@row, {Deal ID Column}, 0))

=INDEX({Expected Book Date Column}, MATCH([Deal ID]@row, {Deal ID Column}, 0))

For each {X Column} you will want to use Reference Another Sheet and select the appropriate column on the Salesforce sheet.

Lisa Bruce

this is awesome, thank you!