(Beginner) Easier way to input Raw data? (vlookup like)

ArthurC

I'm newer to smartsheet and hoping there is an easier way to do this.

 

I am tracking 500 staff and completion of different training courses. When a staff member completes a course, I have to go into my sheet, cntr+f to find the name then scroll through the different columns to check off the box that applies as complete.

I would like to use some sort of vlookup, where I type the name or employee number etc into a field and it returns just that row that I can fill out. maybe like some sort of fancy 2 way cell linking?

I thought about using a form, but the form would return new rows and wouldn't edit existing rows.

Paul Newcome

You could do a little tweaking to your current sheet, build a form for them to fill out that populates a separate sheet, then use some INDEX/MATCH formulas (flexible version of VLOOKUP) with cross sheet references to pull the data and automate your entire process once they submit the form.

 

Does that sound like something that might interest you?

Alejandra

Hi Arthur,

I'd recommend using a filter. Instructions on how to create a filter can be found here: https://help.smartsheet.com/articles/2478846-filter-basics

Also, if you want to avoid scrolling to the right to see the remaining columns, you could hover over the row number until the drop down arrow appears and select Edit. This will allow you to edit the contents of a cell in a form (https://help.smartsheet.com/articles/518312-adding-editing-clearing-cell-content)