Creating a Directory - Need Help with Multiple Sheets

Steve Krutsch

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!

Andrée Starå

Hi @Steve Krutsch

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

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Steve Krutsch

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.

Andrée Starå

@Steve Krutsch

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)

Steve Krutsch

Thanks Andree. Sent the links

Steve Krutsch

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

Andrée Starå

@Steve Krutsch

Excellent!

Glad you got it working!

You're more than welcome!

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