Pulling from another sheet based on conditions

Nick Gardner

Hello everyone and thanks for any help you might be able to provide me, with my project. What I am trying to do is update a single sheet and have as much of that information populate another sheet as I can, but only if the customer is a certain one AND the "SFDC Category" = "Closed Won". Here is what the first part of my sheet looks like (blurred info that is not necessary):

Here is the second sheet that I am looking to populate information onto:

What I would like to accomplish is the following:

For all of the columns that contain the account name "iland" and the "SFDC Category" = "Closed Won", I would like to have it populate the second sheet with the "Project Name" value from the same row, the quote number value from the same row of the "Quote #(s)" column, the price from the "Total" column in the same row and the value from the same row in the "HPE Order #" column.

Thank you in advance for the help.

Andrée Starå

Happy to help!

Do you have anything unique on each row that we could select in the second sheet to pull the information from the first?

I'd be happy to have a look!

Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Andrée Starå

Hi Nick,

You can either use a VLOOKUP or INDEX/MATCH combination or maybe copy the row(s) automatically to the other sheet if you don’t need the information to be updated from the main sheet afterwards.

Make sense?

More info: INDEX MATCH VLOOKUP

Would that work?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Nick Gardner

Thanks Andrée,

I am at a bit of a loss as to how I can combine the values so they cycle through. I am used to loops and what not in coding but not quite sure how to make it loop through the rows and output the information from each row. Any chance you could help me with a starting point formula that I can tweak?

Thanks for pointing me in the right direction.

Nick

Andrée Starå

Happy to help!

Do you have anything unique on each row that we could select in the second sheet to pull the information from the first?

I'd be happy to have a look!

Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Nick Gardner

Thanks Andrée,

I spent some time and got it to work, and changed a bunch of the cells around. Basically I used a single value from the other sheet as the key for everything and looked up the project name with that value:

=IF(NOT(ISBLANK([HPE Order #]1)), INDEX({CQ Deals Range 2}, MATCH([HPE Order #]1, {CQ Deals Range 1}, 0)))

Then I went further with that and created some conditionals for the order status to display based on different things:

=IF(NOT(ISBLANK([Delivery Date]1)), IF([Delivery Date]1 < TODAY(), "Delivered"), IF(NOT(ISBLANK(Tracking1)), "Shipped", IF(NOT(ISBLANK([Estimated Ship Date]1)), "In Production", IF(NOT(ISBLANK([HPE Order #]1)), "PO Received", ""))))

Thanks for your help, it got me pointed in the right direction!

Andrée Starå

Excellent!

Happy to help!