Formula to return data based on text in another field (same row) but different sheet
Hi,
Is it possible to write a formula to recognize specific data from a text field and return data from another field in that same row but in a different sheet?
For example, I am putting together a dashboard to display the health, trend and status of the 6 top summary tasks in my schedule. I'd like a formula that would identify "1. Quality and Variety" (in the Task/Primary field) and then return the health color symbol in the "Health" field. If I am writing the formula on the same page using the specific row I can make it happen but if I am trying to write the formula on a different sheet to use for my dashboard, it doesn't work.
Is this even possible? And if so, how would I do it? Thank you in advance.
Best Answer
-
Hi @lisamurzyn
It actually sounds like a Row Report may be the easiest way to do this!
You could set up a filter to only show the specific rows you want (e.g. "1. Quality and Variety") and select the relevant columns to show along with that data (e.g. "Health").
Then you can add the Report as a Report Widget on to your Dashboard. If this won't work for you, it would be helpful to see screen captures of your current set-up but please block out sensitive data.
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Answers
-
Hi @lisamurzyn
I hope you're well and safe!
Are the Task/Primary filed unique, or do you have something else that is unique that we could use to connect the sheets?
I hope that helps!
Be safe and have a fantastic weekend!
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, Awesome, 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.
-
Hi! The contents in the text field are unique. I've tried linking the cells to a different sheet but am concerned that if I add more rows it will not find what I'm looking for.
Lisa
-
Hi @lisamurzyn
It actually sounds like a Row Report may be the easiest way to do this!
You could set up a filter to only show the specific rows you want (e.g. "1. Quality and Variety") and select the relevant columns to show along with that data (e.g. "Health").
Then you can add the Report as a Report Widget on to your Dashboard. If this won't work for you, it would be helpful to see screen captures of your current set-up but please block out sensitive data.
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
-
Hi!! Well, this worked perfectly! I really appreciate the help!
Lisa
-
Wonderful! I'm glad it worked for you 🙂
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.8K Get Help
- 434 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 65 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!