Complete an action based on matching data in another sheet

09/14/21
Answered - Pending Review

I would like to create a formula that will complete an action in one sheet if it see duplicate data in another. For example I have sheet One and sheet Two. If both contain the same name in the [Name] column. I would like to indicate that somehow in sheet #1 either by highlighting a row or using a flag or symbol or even just highlighting the row with a color in some fashion.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Jermain Johnson

    I hope you're well and safe!

    Do you have anything unique in both sheets that we could use to match the rows together?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Jermain JohnsonJermain Johnson ✭✭✭✭✭

    Yes. I have a NAME column in both sheets. I would like one sheet to reference the other and somehow indicate if there is a name matched in the column. Both sheets would be identical in format.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Jermain Johnson

    You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

    Make sense?

    Would that work/help?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Jermain JohnsonJermain Johnson ✭✭✭✭✭

    I would like to leverage either symbols or flags to indicate there is a match on both sheets. Vlookup/Index/Match require a range right? Would I have to nest that with an "If" formula?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Jermain Johnson

    Yes, it requires a range, and you can combine it with the IF function to get then Symbol/Flag.

    Make sense?

    Remember! 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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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