Pull Contact Info From Another Sheet Automatically

HardWork
HardWork ✭
inFormulas and Functions
Contacts.PNG

This way as staff changes I only need to update the market details sheet to update all my other sheets.

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Where exactly in the tracking sheet will the contact data go, and what can we use to match on?


    Basically we are going to end up using an INDEX/MATCH which is similar to the VLOOKUP but a lot better in a number of ways.

    thinkspi.com

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  • HardWork
    HardWork ✭

    For example with the Dallas Lab column on the tracking sheet the request comes in and associates to a (1) facility and (2) department.

    Based off those two parameters go and lookup on the market sheet based and pull the appropriate POC details to auto populate at the row level all the appropriate POC: CEO, CNO, Radiology Manager, etc.

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Since you are wanting to match on two separate variables, you will actually end up needing an INDEX/COLLECT along the lines of:


    =INDEX(COLLECT({Lookup Sheet Email Address Column}, {Lookup Sheet Facility Column}, @cell =[email protected], {Lookup Sheet Department Column}, @cell =[email protected]), 1)

    thinkspi.com

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  • HardWork
    HardWork ✭

    This is what I did:

    image.png

    Market Details Range 1 = I referenced the whole Market Details sheet

    Market Details Range 1 = I only referenced the column of the POC title

    Department = this is on the tracking sheet already so I changed it to [Department]

    Which part am I doing wrong that I get the UNPARSEABLE error message.


    I know this is a pain. I really do appreciate your help. If I can figure this formula out it will work wonders for many of my SS's.

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

    [Department] should be a cross sheet reference pointing back to the reference sheet to be able to create the match.

    thinkspi.com

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Thank you, as always I was trying to make it too hard!!!!<\/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":106971,"type":"question","name":"Using SUMIFS Formula","excerpt":"Needing help writing a SUMIFS formula! I have tried a few ways, but just get errors. =SUMIFS({budget}, {Type}, \"AMR\", {leadership}, \"Truttmann\")) I would like to have the sum of the budget if the type is AMR and the leadership is Truttmann. I have multiple types and leaderships that I would be using this for. Thanks!","snippet":"Needing help writing a SUMIFS formula! I have tried a few ways, but just get errors. =SUMIFS({budget}, {Type}, \"AMR\", {leadership}, \"Truttmann\")) I would like to have the sum of…","categoryID":322,"dateInserted":"2023-06-27T18:45:22+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T20:20:13+00:00","insertUserID":162642,"insertUser":{"userID":162642,"name":"jtomeaCH","title":"ISG Support Manager","url":"https:\/\/community.smartsheet.com\/profile\/jtomeaCH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T20:31:55+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162642,"lastUser":{"userID":162642,"name":"jtomeaCH","title":"ISG Support Manager","url":"https:\/\/community.smartsheet.com\/profile\/jtomeaCH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T20:31:55+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":27,"score":null,"hot":3375791135,"url":"https:\/\/community.smartsheet.com\/discussion\/106971\/using-sumifs-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106971\/using-sumifs-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106971,"commentID":382695,"name":"Re: Using SUMIFS Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382695#Comment_382695","dateInserted":"2023-06-27T20:20:13+00:00","insertUserID":162642,"insertUser":{"userID":162642,"name":"jtomeaCH","title":"ISG Support Manager","url":"https:\/\/community.smartsheet.com\/profile\/jtomeaCH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T20:31:55+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T20:19:39+00:00","dateAnswered":"2023-06-27T19:59:16+00:00","acceptedAnswers":[{"commentID":382688,"body":"

Double check your cross sheet references. Make sure they are all single columns by clicking on the appropriate column header.<\/p>


<\/p>

When doing this, give the sheet a little time to load before selecting the column. Sometimes moving too fast allows you to select a column header before the sheet fully loads in the creator window. Then when the sheet does finally completely load in, the selection automatically reverts to the home cell (top right corner). This happens to me quite a bit when I am in a hurry.<\/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":106940,"type":"question","name":"IF cell CONTAINS one\/two\/three different values, return corresponding values","excerpt":"Hello community, I am attempting to return single or multiple values depending on a multiple dropdown column. My dropdown column contains criteria \"Consolidation\", \"Reduction\", \"Termination\", \"New\" Currently the formula works for single values with the following formula =IF([Type of Project]@row = \"Consolidation\", \"🝢\",…","snippet":"Hello community, I am attempting to return single or multiple values depending on a multiple dropdown column. My dropdown column contains criteria \"Consolidation\", \"Reduction\",…","categoryID":322,"dateInserted":"2023-06-27T09:24:42+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T12:11:45+00:00","insertUserID":143463,"insertUser":{"userID":143463,"name":"Sam Swain","url":"https:\/\/community.smartsheet.com\/profile\/Sam%20Swain","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T20:08:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":151203,"lastUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:11:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":56,"score":null,"hot":3375727587,"url":"https:\/\/community.smartsheet.com\/discussion\/106940\/if-cell-contains-one-two-three-different-values-return-corresponding-values","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106940\/if-cell-contains-one-two-three-different-values-return-corresponding-values","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106940,"commentID":382505,"name":"Re: IF cell CONTAINS one\/two\/three different values, return corresponding values","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382505#Comment_382505","dateInserted":"2023-06-27T12:11:45+00:00","insertUserID":151203,"insertUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:11:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"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\/Q6RJIERQGF1Y\/screenshot-2023-06-27-at-10-22-29.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-06-27 at 10.22.29.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T10:17:00+00:00","dateAnswered":"2023-06-27T10:12:21+00:00","acceptedAnswers":[{"commentID":382490,"body":"

Hi @Sam Swain<\/a>,<\/p>

You should be able to use this formula to accomplish this:<\/p>

=IF(HAS([Type of Project]@row, \"Consolidation\"), \"🝢\", \"//www.santa-greenland.com/community/discussion/comment/\") + IF(HAS([Type of Project]@row, \"Reduction\"), \"︾\", \"//www.santa-greenland.com/community/discussion/comment/\") + IF(HAS([Type of Project]@row, \"New\"), \"○\", \"//www.santa-greenland.com/community/discussion/comment/\") + IF(HAS([Type of Project]@row, \"Termination\"), \"⨷\", \"//www.santa-greenland.com/community/discussion/comment/\")<\/p>

Example output:<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope this helps - if there are any issues etc. then just post! ☺️<\/span><\/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":[]}">

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