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):
Here is the second sheet that I am looking to populate information onto:
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
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Andrée Starå ✭✭✭✭✭✭
Happy to help!
Do you have anything unique on each row that we could select in the second sheet to pull the information from the first?
I'd be happy to have a look!
Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])
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.
Answers
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Andrée Starå ✭✭✭✭✭✭
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?
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
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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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
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Andrée Starå ✭✭✭✭✭✭
Happy to help!
Do you have anything unique on each row that we could select in the second sheet to pull the information from the first?
I'd be happy to have a look!
Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])
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.
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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!
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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.
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Replace [Employee] if your column has a difference name. This will essentially generate a list of distinct entries and then count them.<\/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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":109307,"type":"question","name":"Show approval status based on # of approvals vs. denials","excerpt":"I'm looking for a formula that will show \"Yes\", \"Hold\", or \"No\" based on # of approvals. There are 6 total approvals needed, if all 6 approve, then the Approved column would show \"Yes\". If there is 1 or more denials, then the Approved column would show \"No\". If the total of the columns don't equal to 6, then the Approved…","snippet":"I'm looking for a formula that will show \"Yes\", \"Hold\", or \"No\" based on # of approvals. There are 6 total approvals needed, if all 6 approve, then the Approved column would show…","categoryID":322,"dateInserted":"2023-08-22T21:20:12+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T22:04:40+00:00","insertUserID":96646,"insertUser":{"userID":96646,"name":"@SPark","url":"https:\/\/community.smartsheet.com\/profile\/%40SPark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!co_Wh_2S-n4!ZAPZGbmgZrw!TRZYwfjvFdi","dateLastActive":"2023-08-22T22:57:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":96646,"lastUser":{"userID":96646,"name":"@SPark","url":"https:\/\/community.smartsheet.com\/profile\/%40SPark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!co_Wh_2S-n4!ZAPZGbmgZrw!TRZYwfjvFdi","dateLastActive":"2023-08-22T22:57:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":28,"score":null,"hot":3385482292,"url":"https:\/\/community.smartsheet.com\/discussion\/109307\/show-approval-status-based-on-of-approvals-vs-denials","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109307\/show-approval-status-based-on-of-approvals-vs-denials","format":"Rich","lastPost":{"discussionID":109307,"commentID":392022,"name":"Re: Show approval status based on # of approvals vs. denials","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392022#Comment_392022","dateInserted":"2023-08-22T22:04:40+00:00","insertUserID":96646,"insertUser":{"userID":96646,"name":"@SPark","url":"https:\/\/community.smartsheet.com\/profile\/%40SPark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!co_Wh_2S-n4!ZAPZGbmgZrw!TRZYwfjvFdi","dateLastActive":"2023-08-22T22:57:22+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\/AJ5OBZXXQRAU\/2820-29-intake-smartsheet-com-2023-08-22-14-16-38.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"(20) Intake - Smartsheet.com 2023-08-22 14-16-38.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T22:04:29+00:00","dateAnswered":"2023-08-22T21:36:22+00:00","acceptedAnswers":[{"commentID":392011,"body":"
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":"
Give this a try:<\/p>
=IF([WD Schematic End]@row = \"n\/a\", 0, IF([WD Schematic End]@row <> [STR Schematic End]@row, 1, 0))<\/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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">