VLOOKUP and/or COLLECT/ JOIN?

DLM

Hi! We'd like to have visibility to all clients associated with a given person. Here's a simplified example. Current Data:

Here's the result I'm looking for on a separate sheet - where the Primary Name is populated via an external form, and a formula looks up the Primary Name and collects all Clients associated with the Primary

I was thinking VLOOKUP, or COLLECT, JOIN formula, or a combo of?

Thanks in advance for any ideas!

Paul Newcome

You are going to want a JOIN/COLLECT.

=JOIN(COLLECT({Clients Range}, {Primary Name Range}, [Primary name]@row), ", ")

Paul Newcome

You are going to want a JOIN/COLLECT.

=JOIN(COLLECT({Clients Range}, {Primary Name Range}, [Primary name]@row), ", ")

DLM

This is perfect, thanks so much Paul, much appreciated!!!

Paul Newcome

Happy to help. 👍️