How to use formula to capture and match item from a range of data?

Vivien Chong

I have this sheet that will record the various documents checklist for each client. The Client ID may repeat.

Whenever Doc 2 is completed, a staff will record the date in the Send Out Date.

We have Sheet 2 that we would like to pull this Send Out Date when the range between Task 1 - Task 4 display "Doc 2", and the client ID matches.

Is there anyway we can write a formula to capture the send out date from Sheet 1, when the following criteria matches:

1) Client ID

2) Task 1 - Task 4 display "Doc 2"

Appreciate assistance in working out this formula.

Paul Newcome

You would need a helper column on the first sheet that captures when "Doc 2" is entered. From there you would use an INDEX/COLLECT on the second sheet.

First Sheet helper column (text/number):

=IF(COUNTIFS([Task 1]@row:[Task 4]@row, @cell = "Doc 2")> 0, "Doc 2")

Second Sheet formula:

=INDEX(COLLECT({Date Column}, {Client ID Column}, @cell = [client ID]@row, {Helper Column}, @cell = "Doc 2"), 1)

Paul Newcome

You would need a helper column on the first sheet that captures when "Doc 2" is entered. From there you would use an INDEX/COLLECT on the second sheet.

First Sheet helper column (text/number):

=IF(COUNTIFS([Task 1]@row:[Task 4]@row, @cell = "Doc 2")> 0, "Doc 2")

Second Sheet formula:

=INDEX(COLLECT({Date Column}, {Client ID Column}, @cell = [client ID]@row, {Helper Column}, @cell = "Doc 2"), 1)

Vivien Chong

Thanks @Paul Newcome. Adding the Helper Column is a great help indeed.

Paul Newcome

Happy to help. 👍️

I honestly can't think of a way to do it without the helper column because you have different range sizes.