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

Vivien Chong
Vivien Chong ✭✭✭✭✭✭
edited 11/11/22 in Formulas and Functions

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.

Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    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)


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