How to lookup a company name based on multiple contacts in a cell?

I'm trying to figure out if there's a way to create a formula that can look at MULTIPLE contacts in a cell and determine if ONE company matches from a project directory.

In our Action Item log for the "Assigned To" field, this works fine if there is ONE contact:

=IFERROR(INDEX({Dir-Company}, MATCH([Assigned To]@row, {Dir-Name}, 0)), "-")

Dir-Company is the reference to the Company column in my project directory; Dir-Name is the Name column from the directory.

So, I'm wondering if there's a way to allow the formula to still pull the company name if all the contacts are from the same company. If multiple matches, report "Varies" - or something like that.

directory-snapshot.png


Best Answer

  • Leibel S
    Leibel S ✭✭✭✭✭✭
    Answer ✓

    @Jamesvan5

    以下公式应该完成你的looking for:

    =if(count(distinct(collect({Dir-Company},{Dir-Name},has([Assigned To]@row,@cell))))>1,"Varies",index(collect({Dir-Company},{Dir-Name},has([Assigned To]@row,@cell)),1))

    I would recommend to possibly just do a join and collect and have all the companies associated with any of the contacts shown. For that the formula below should work:

    =join(distinct(collect({Dir-Company},{Dir-Name},has([Assigned To]@row,@cell)))," / ")

Answers

  • JeremiahHorstick
    JeremiahHorstick ✭✭✭✭✭✭

    @Jamesvan5This stumps me too.

    How do we evaluate each value in a multi-select column with a formula?

    Once you reference the the multi-select cell the cell's contents seem to be a string type.


    Hi Jackie, <\/p>

    Yes, the countif function, which I understand works for single value cases was my first thought. How can we do it formulaically for multiple values in one cell in a multi-select dropdown column?<\/p>

    Evaluating each value in the cell rather than all of the contents of the cell as one value. <\/p>

    -Jeremiah<\/p>","bodyRaw":"[{\"insert\":\"Hi Jackie, \\nYes, the countif function, which I understand works for single value cases was my first thought. How can we do it formulaically for multiple values in one cell in a multi-select dropdown column?\\nEvaluating each value in the cell rather than all of the contents of the cell as one value. \\n-Jeremiah\\n\"}]","format":"rich","dateInserted":"2020-10-22T18:45:53+00:00","insertUser":{"userID":21126,"name":"JeremiahHorstick","url":"https:\/\/community.smartsheet.com\/profile\/JeremiahHorstick","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2018-07\/5b\/45\/n5b45eb0c1a48afae956282248c8ad587.jpg","dateLastActive":"2023-08-11T02:52:40+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/comment\/266870#Comment_266870","embedType":"quote"}"> https://community.smartsheet.com/discussion/comment/266870#Comment_266870


    I think at that point the cell would need to be split with


    If I have a column with text like this:<\/p>\n

    Mac:Air<\/p>\n

    Mac:Pro<\/p>\n

    Lenovo:Yoga

     <\/p>\n

    Using formulas, how can I pull the data that comes before and after the semicolons? I want to end up with 1 column like this:<\/p>\n

    Mac<\/p>\n

    Mac<\/p>\n

    Lenovo

     <\/p>\n

    And another column like this:<\/p>\n

    Air<\/p>\n

    Pro<\/p>\n

    Yoga<\/p>\n

     <\/p>\n

    Thank you.<\/p>","bodyRaw":"

    If I have a column with text like this:<\/p>\n\n

    Mac:Air<\/p>\n\n

    Mac:Pro<\/p>\n\n

    Lenovo:Yoga
    \n <\/p>\n\n

    Using formulas, how can I pull the data that comes before and after the semicolons? I want to end up with 1 column like this:<\/p>\n\n

    Mac<\/p>\n\n

    Mac<\/p>\n\n

    Lenovo
    \n <\/p>\n\n

    And another column like this:<\/p>\n\n

    Air<\/p>\n\n

    Pro<\/p>\n\n

    Yoga<\/p>\n\n

     <\/p>\n\n

    Thank you.<\/p>","format":"html","dateInserted":"2019-05-28T14:55:47+00:00","insertUser":{"userID":59656,"name":"SYSPK","title":"","url":"https:\/\/community.smartsheet.com\/profile\/SYSPK","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2018-09\/8a\/a2\/n8aa26d196e6672ed722182cfae07f814.jpg","dateLastActive":"2023-06-14T08:56:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/49191\/split-text-to-columns-using-formula","embedType":"quote","name":"Split Text to Columns Using Formula?"}"> https://community.smartsheet.com/discussion/49191/split-text-to-columns-using-formula


    I bet@Paul Newcomeknows.

    Paul, how do we always end up talking about regular expressions?

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Where exactly in your screenshot would the formula go?

  • @Paul Newcome- the formula is in our Action Items Log, used to lookup the company of the person assigned to an item so the log can be sorted or filtered by "responsible company." We used to have the Assigned To column as a single-select contact, but our users wanted to assign multiple people to an item if necessary.

    action-log-company-formula.png


  • JeremiahHorstick
    JeremiahHorstick ✭✭✭✭✭✭
    edited 01/21/21

    @sean59916possibly has part of the solution with the example above regarding how to split a cell among other cells using the "find" formula along with string (text) manipulation formulas.

    In this case I belive the delimiter is CHAR10 rather than ",".

  • If I understand that correctly, I would have to make some additional columns somewhere in the Action Items Log - maybe even hidden - and then use the FIND formula to evaluate those columns to eventually lookup the company?

    Sounds possible, but there's no control over how many contacts someone adds to that field. I still believe that only ONE person should have the LEAD on an action item - then all others can be in the Courtesy Copy column. That would solve my formula problem!

  • Leibel S
    Leibel S ✭✭✭✭✭✭
    Answer ✓

    @Jamesvan5

    以下公式应该完成你的looking for:

    =if(count(distinct(collect({Dir-Company},{Dir-Name},has([Assigned To]@row,@cell))))>1,"Varies",index(collect({Dir-Company},{Dir-Name},has([Assigned To]@row,@cell)),1))

    I would recommend to possibly just do a join and collect and have all the companies associated with any of the contacts shown. For that the formula below should work:

    =join(distinct(collect({Dir-Company},{Dir-Name},has([Assigned To]@row,@cell)))," / ")

  • Thanks Leibel S! Both suggested formulas work, but I agree that the Join/Collect method is better.

Help Article Resources

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Hi, <\/p>

Instead of applying the formula to \"Multiselect Text String\" row, did you tried with \"Multiselect Values\" row?<\/p>

=IF(HAS([Multiselect Values]@row, [Component ID]@row), \"MATCH\", \"NO MATCH\")<\/p>

Thank you,<\/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":109493,"type":"question","name":"I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","excerpt":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5 different statuses in a separate column. So using the screenshot I've provided as an example (although it doesn't have 5 different statuses in the…","snippet":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5…","categoryID":322,"dateInserted":"2023-08-25T20:03:21+00:00","dateUpdated":null,"dateLastComment":"2023-08-26T00:34:49+00:00","insertUserID":165710,"insertUser":{"userID":165710,"name":"SmarsheetNewb","url":"https:\/\/community.smartsheet.com\/profile\/SmarsheetNewb","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:33:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T01:32:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3386005690,"url":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109493,"commentID":392692,"name":"Re: I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392692#Comment_392692","dateInserted":"2023-08-26T00:34:49+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T01:32:22+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-26T00:33:25+00:00","dateAnswered":"2023-08-25T20:44:12+00:00","acceptedAnswers":[{"commentID":392662,"body":"

Try this:<\/p>

=COUNTIFS([Item Number]:[Item Number], OR(@cell = \"C001\", @cell = \"COO2\", @cell = \"COO3\", @cell = \"COO4\"), [Status]:[Status], OR(@cell = \"Green\", @cell = \"Yellow\", @cell = \"Red\"))<\/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":109474,"type":"question","name":"Help with date calculation formula","excerpt":"Hello, I'm trying to find a formula that will help me calculate how long an intake took to resolve. The rows I need to be calculated are Date Reported & Resolution Date. If the resolution date is blank I want it to use the current date in the calculation to see how long this issue has gone unresolved. Any help is much…","snippet":"Hello, I'm trying to find a formula that will help me calculate how long an intake took to resolve. The rows I need to be calculated are Date Reported & Resolution Date. If the…","categoryID":322,"dateInserted":"2023-08-25T16:29:39+00:00","dateUpdated":"2023-08-25T16:29:59+00:00","dateLastComment":"2023-08-25T23:01:30+00:00","insertUserID":165688,"insertUser":{"userID":165688,"name":"Nwest","title":"Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/Nwest","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ukHVZ18ImX4!BcjWAe8S9SY!l7iQo_PZHOx","dateLastActive":"2023-08-25T17:22:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":165688,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3385987269,"url":"https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109474,"commentID":392687,"name":"Re: Help with date calculation formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392687#Comment_392687","dateInserted":"2023-08-25T23:01:30+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T17:04:22+00:00","dateAnswered":"2023-08-25T16:36:59+00:00","acceptedAnswers":[{"commentID":392622,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula\n <\/a>\n<\/div>\n

Hi, <\/p>

I hope you're well and safe!<\/p>

Try something like this.<\/p>

=IF([Date Reported]@row <> \"//www.santa-greenland.com/community/discussion/75007/\", IF([Resolution Date]@row = \"//www.santa-greenland.com/community/discussion/75007/\", NETDAYS([Date Reported]@row, TODAY()), NETDAYS([Date Reported]@row, [Resolution Date]@row)))<\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

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