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
-
Try something like this. Continue the pattern for each option.
- =IF([Program Type]@row = "Advisory Board", 1,
- IF([Program Type]@row = "Value", Value,
- IF([Program Type]@row = "Value", Value,
- IF([Program Type]@row = "Value", Value)
Make sense?
Working formula for two options.
=IF([Program Type]@row = "Advisory Board"; 1; IF([Program Type]@row = "Ad Board teleconference"; 0,5))
The same version but with the below changes for convenience.
=IF([Program Type]@row = "Advisory Board", 1, IF([Program Type]@row = "Ad Board teleconference", 05))
Depending on your country/region, you'll need to exchange the comma to a period and the semi-colon to a comma.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
You're more than welcome!
Try this one. (You were using [] brackets. It should be "" for the text.
=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"))
Did it work?
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.
Answers
-
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
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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.
-
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!
-
Try something like this. Continue the pattern for each option.
- =IF([Program Type]@row = "Advisory Board", 1,
- IF([Program Type]@row = "Value", Value,
- IF([Program Type]@row = "Value", Value,
- IF([Program Type]@row = "Value", Value)
Make sense?
Working formula for two options.
=IF([Program Type]@row = "Advisory Board"; 1; IF([Program Type]@row = "Ad Board teleconference"; 0,5))
The same version but with the below changes for convenience.
=IF([Program Type]@row = "Advisory Board", 1, IF([Program Type]@row = "Ad Board teleconference", 05))
Depending on your country/region, you'll need to exchange the comma to a period and the semi-colon to a comma.
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.
-
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]))
-
You're more than welcome!
Try this one. (You were using [] brackets. It should be "" for the text.
=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"))
Did it work?
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.
-
Thank you!! thank you!!😀 yes this worked. And I figured out how to accomplish also using VLOOKUP...
-
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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