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

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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.

Answers

  • Brent Wilson
    Brent Wilson ✭✭✭✭✭
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    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 C. Wilson, P.Eng, PMP, Prince2

    Facilityy Professional Services Inc.

    http://www.facilityy.com

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

    Brent C. Wilson, P.Eng, PMP, Prince2

    Facilityy Professional Services Inc.

    http://www.facilityy.com

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
    Options

    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

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