Pulling from another sheet based on conditions

Hello everyone and thanks for any help you might be able to provide me, with my project. What I am trying to do is update a single sheet and have as much of that information populate another sheet as I can, but only if the customer is a certain one AND the "SFDC Category" = "Closed Won". Here is what the first part of my sheet looks like (blurred info that is not necessary):

image.png

Here is the second sheet that I am looking to populate information onto:

image.png

What I would like to accomplish is the following:

For all of the columns that contain the account name "iland" and the "SFDC Category" = "Closed Won", I would like to have it populate the second sheet with the "Project Name" value from the same row, the quote number value from the same row of the "Quote #(s)" column, the price from the "Total" column in the same row and the value from the same row in the "HPE Order #" column.

Thank you in advance for the help.

Best Answer

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 02/23/20

    Hi Nick,

    You can either use a VLOOKUP or INDEX/MATCH combination or maybe copy the row(s) automatically to the other sheet if you don’t need the information to be updated from the main sheet afterwards.

    Make sense?

    More info:INDEXMATCHVLOOKUP

    Would that work?

    I hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @WORK BOLD

    ✅Did my post help answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. 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:[email protected]| P: +46 (0) - 72 - 510 99 35

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  • Thanks Andrée,

    I am at a bit of a loss as to how I can combine the values so they cycle through. I am used to loops and what not in coding but not quite sure how to make it loop through the rows and output the information from each row. Any chance you could help me with a starting point formula that I can tweak?

    Thanks for pointing me in the right direction.

    Nick

  • Thanks Andrée,

    我花了一些时间,让它工作,和改变a bunch of the cells around. Basically I used a single value from the other sheet as the key for everything and looked up the project name with that value:

    =IF(NOT(ISBLANK([HPE Order #]1)), INDEX({CQ Deals Range 2}, MATCH([HPE Order #]1, {CQ Deals Range 1}, 0)))

    Then I went further with that and created some conditionals for the order status to display based on different things:

    =IF(NOT(ISBLANK([Delivery Date]1)), IF([Delivery Date]1 < TODAY(), "Delivered"), IF(NOT(ISBLANK(Tracking1)), "Shipped", IF(NOT(ISBLANK([Estimated Ship Date]1)), "In Production", IF(NOT(ISBLANK([HPE Order #]1)), "PO Received", ""))))


    Thanks for your help, it got me pointed in the right direction!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Excellent!

    Happy to help!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Help Article Resources

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Something like this: =IF([Approval Count]@row = 6, \"Yes\", IF([Denied Count]@row >= 1, \"No\", \"Hold\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109287,"type":"question","name":"Formula help","excerpt":"=IF([WD Schematic End]@row = \"n\/a\", 0, IF([WD Schematic End]@row > [STR Schematic End]@row, 1, 0)) Above formula meant to trigger a red flag if the WD & STR Schematic End dates do not match. The formula I wrote is pulling back 'invalid' ... I am missing something and cannot figure out what!","snippet":"=IF([WD Schematic End]@row = \"n\/a\", 0, IF([WD Schematic End]@row > [STR Schematic End]@row, 1, 0)) Above formula meant to trigger a red flag if the WD & STR Schematic End dates do…","categoryID":322,"dateInserted":"2023-08-22T17:45:32+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T18:30:00+00:00","insertUserID":157887,"insertUser":{"userID":157887,"name":"holli.nunn","url":"https:\/\/community.smartsheet.com\/profile\/holli.nunn","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-22T18:29:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":157887,"lastUser":{"userID":157887,"name":"holli.nunn","url":"https:\/\/community.smartsheet.com\/profile\/holli.nunn","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-22T18:29:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":26,"score":null,"hot":3385456532,"url":"https:\/\/community.smartsheet.com\/discussion\/109287\/formula-help","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109287\/formula-help","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109287,"commentID":391947,"name":"Re: Formula help","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391947#Comment_391947","dateInserted":"2023-08-22T18:30:00+00:00","insertUserID":157887,"insertUser":{"userID":157887,"name":"holli.nunn","url":"https:\/\/community.smartsheet.com\/profile\/holli.nunn","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-22T18:29:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/DLAV2H53BW86\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T18:29:34+00:00","dateAnswered":"2023-08-22T18:25:02+00:00","acceptedAnswers":[{"commentID":391943,"body":"

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