Creating a Directory - Need Help with Multiple Sheets
Hi All,
Fairly new to Smartsheets and trying to create a company directory. The goal is to have one sheet with all the employees information. Then to have a second sheet that would pull information from that first sheet and sort it by property. We have people that cover multiple properties so that's where it gets complicated. I created a multiple select drop down to select which properties they cover and a column for their job title. Not I am trying to figure out how to get the second sheet to pull them from the original and enter their name in the column that matches their job title.
I am not opposed to using a Dashboard for this if that is easier but I've never really been able to figure out how those work. Thanks in advance for any help!
Answers
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I hope you're well and safe!
You'd use cross-sheet formulas, either VLOOKUP or an INDEX/MATCH combination.
Make sense?
Would that work/help?
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
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I wish there was a way to share my sheets. The issue is that we have a multiple select drop down. So I tried this:
=IF(AND({Employee Directory Dept} = Community@row, {Employee Directory Prop} CONTAINS (Community@row,{Employee Directory Prop}) ))
But that comes back unparseable.
For the Employee Directory Dept I need it to match based on the column heading. So if that is the Sales heading I need it to look at the Depts and find Sales, then if it contains the property that is in this row put that person in that row. I know this is probably hard to diagnose without seeing it. Hope it makes some sense.
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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@workbold.com)
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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Thanks Andree. Sent the links
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I think I may have found the solution with this template set. Thanks for your time though!
https://www.smartsheet.com/marketplace/template-sets/employee-contact-lists
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Excellent!
Glad you got it working!
You're more than welcome!
✅Please support the Community by marking your post with 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.
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