Pulling from contact column value from source sheet to project sheet based on ID Match

Sgoody614

I'd like to be able to pull the names from the contact column in Sheet A into Sheet B based on a match of the project ID in Sheet A and Sheet B so the names will correspond to the project IDs in Sheet B.

Brent Wilson

Yes a simple Vlookup should do the trick

Makes sure that the column with the formula is also a Contact Column

Reference: https://help.smartsheet.com/function/vlookup

and https://help.smartsheet.com/articles/2476606-formulas-reference-data-from-other-sheets

*Note the 2nd link actually shows you how to do a vlookup to another sheet

Brent Wilson

@Sgoody614 .. If you screen capture some column names I can help you write the formula if you have problems

Kelly Moore

Hey @Sgoody614

As an alternative to Brent's very accurate advice on VLookUp, the INDEX/MATCH combination allows easy lookup functionality. With VLookUp, an entire table of columns is identified for the lookup range. With Index/Match, you only need the two columns that you listed above- what you're looking for and what you're matching to. Depending on the size of the VLookUp table that is carried into the formula, the Index/Match can provide better sheet performance.

Using your input from above, your formula would look like:

=INDEX({Sheet A Contact column}, MATCH([sheet B project ID]@row, {Sheet A project ID}, 0))

The zero at the end tells the Match function you're looking for an exact match. You will have to manually create your cross sheet references - you cannot simply copy paste this into your sheet. Brent provided you with a link describing how to do this.

cheers,

Kelly