Search for a Number from a Master Sheet across Multiple Sheets and Return Sheet Name

I have a Master Sheet tracking new enquiries by a unique number, once they are logged here they move between several sheets moving through our divisions until they are finalised.

I would like to be able to have a "tracking" column that shows where in the cycle the enquiry number is up to by searching all of the sheets and returning the sheet name it is currently on.

Is this possible?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @KathrynLindsay

    Yes, it’s possible, but you’ll need to add a so-called helper column to the different sheets with the Sheet Name.

    How many sheets do you want to include in the search?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    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.

  • KathrynLindsay
    edited 08/03/20

    Hi @Andrée Starå ,

    Thank you for your response.

    I thought as much, I know the Smartsheet Reports pull the sheet name but I didn't think you could do it with Formulas.

    I have 7 sheets to search across, and have created a "helper" column on each sheet with the sheet name included.

    So if "19-271" appears on any of the following sheets;

    02 Consulting

    03 Tendering

    04 Submitted

    05 Cold

    06 PreConstruction

    07 Won/Lost

    In the master sheet (01 Enquiries) I want it to display the sheet name as its found, what is the best way to do this?

    Thanks,

    Kathryn

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @KathrynLindsay

    Happy to help!

    You would either use a VLOOKUP or a combination of INDEX/MATCH for each sheet, and then the formula would look at the sheets one by one, and if there is a match, it will show the sheet name.

    Make sense?


    I'd be happy to take a quick 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)

    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.