Formula or Rules to AutoPopulate Columns in Sheet

I have a master data sheet where a team of 30+ people will be adding 2021 data and creating our annual plan.

To make it easier for them to complete the sheet, I wanted to have the ability to autopopulate certain columns based on their answer from a drop down choice in an earlier column.

As an example:

1) If they select "Specific Product Name" as a drop down choice, I want to autopopulate "Therapeutic Area" and "Business Area" and "Sub Business Area" columns automatically.

2) If they select "Program type" as a drop down choice, I want to autopopulate "Program Weight" category.

etc....

I wasn't sure if that was done using a formula, automation or rule, or if I had to cross reference a separate data sheet.

I have been searching the forum and don't seem to find this specific situation.


Thank you for your help!

Best Answers

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jo-Ann,

    You could use multiple IF functions. How many different options can there be?

    Also, would the auto added values need to be changed?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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  • Jo-Ann Turning
    Jo-Ann Turning ✭✭✭✭

    There would only be one option tied to each selection.

    If they selected "Advisory Board" in the Program Type drop down, I want "1" to show up in Program Weighting column.

    If they selected "Ad Board teleconference" in drop down, I would want ".50" to show up in Program Weighting.....

    each drop down choice would have a weighting associated with it....


    I have 11 different program types as possible drop down choices - each one has a "weighting" assigned to it.... so if I use the "multiple IFs" function do I just keep writing the same formula over and over? that's where I get confused.....

    thanks for your quick reply!

  • Jo-Ann Turning
    Jo-Ann Turning ✭✭✭✭

    Thank you!!! that helped so much. Does the same formatting apply if my value that I want to show up in the second column is text?

    I was trying to follow the same logic for some other column references but it shows as #UNPARSEABLE

    Here was the logic I'm trying to use:

    US = HQ

    GHQ=HQ

    GEMS Reg AP=REG

    GEMS Reg LA=REG

    GEMS Reg EMEAC=REG

    here was the formula I tried to do following that same logic? Do you see anything I'm missing? If I have the answer to this question - I think you will solve ALL my problems for this project sheet. Thank you!!

    =IF([BoB Country]@row = "US", [HQ], IF([BoB Country]@row = "GHQ", [HQ], IF([BoB Country]@row = "GEMS Reg AP", [REG], IF([BoB Country]@row = "GEMS Reg EMEAC", [REG], IF([BoB Country]@row = "GEMS Reg LA", [REG]))

  • Jo-Ann Turning
    Jo-Ann Turning ✭✭✭✭

    Thank you!! thank you!!😀 yes this worked. And I figured out how to accomplish also using VLOOKUP...

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Jo-Ann Turning

    Excellent!

    You're more than welcome!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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