Pull data from one sheet to another with same words

Hello,

I am fairly new to SmartSheets - I am trying to figure out how to pull data from one sheet to another that would have a names in common.

I.E. Sheet 1 has a course name of Smith AR Training. Sheet 2 has the Region Name as Smith in one column and then a contact person in the 2nd column. Because Smith is listed in both sheets, how can I pull the contact person onto Sheet 1 by using the common name of 'Smith'.

Answers

  • Kaveri Vipat
    Kaveri Vipat ✭✭✭✭✭✭

    Hi CarolannRoedl

    Hope you are doing well.

    Please try this one - =INDEX({Contact}, MATCH(Name@row, {Name}, 0))

    Also, You can see the below Screenshots for a better understanding.

    Sheet 1

    MicrosoftTeams-image (58).png

    Sheet 2

    MicrosoftTeams-image (59).png

    Have a Good Day!

    Thanks,

    Kaveri Vipat

    Senior Associate - Smartsheet Development, Ignatiuz Software

    2023 Core Product Certified

    Did this answer help you? Show some love by marking this answer as "Insightful" or "Awesome❤️" and "Vote Up⬆️"

  • Hi Kaveri,

    Thank you so much for your response! I apologize, the course name is 'Smith AR Training', I have provided screen shots to shows as an example. Within the formula, I believe I would reference Sheet 2.


  • Gia Thinh
    Gia Thinh ✭✭✭✭✭✭

    嗨,我见subt a development from Kaveri's INDEX formula as below:

    Sheet 1 : =INDEX(COLLECT({Course Contact}, {Region}, CONTAINS(@cell, [Course Name]@row)), 1)

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No. In your formula from your post just before my last one, you were adding together 3 different joins. The first one has a different syntax from the 2nd and 3rd. The 2nd and 3rd have the correct syntax already.<\/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":109176,"type":"question","name":"How to check a box if exact text is found within a string of text","excerpt":"Hello, I am trying to place a check in a box when some exact text is found within a string of words. I am looking to place a check when \"TAC\" is found in a string of words. Here's the formula I am using, but its not working. No error message, but is not selecting the checkbox appropriately. =IF(HAS([Column Name1]@row,…","snippet":"Hello, I am trying to place a check in a box when some exact text is found within a string of words. I am looking to place a check when \"TAC\" is found in a string of words. Here's…","categoryID":322,"dateInserted":"2023-08-19T01:53:52+00:00","dateUpdated":null,"dateLastComment":"2023-08-19T17:54:54+00:00","insertUserID":149359,"insertUser":{"userID":149359,"name":"Jen H.","url":"https:\/\/community.smartsheet.com\/profile\/Jen%20H.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!uzlXJ-dimro!oc1UqANVjEQ!GEwnp-NhEjM","dateLastActive":"2023-08-19T18:02:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":149359,"lastUser":{"userID":149359,"name":"Jen H.","url":"https:\/\/community.smartsheet.com\/profile\/Jen%20H.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!uzlXJ-dimro!oc1UqANVjEQ!GEwnp-NhEjM","dateLastActive":"2023-08-19T18:02:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":35,"score":null,"hot":3384878926,"url":"https:\/\/community.smartsheet.com\/discussion\/109176\/how-to-check-a-box-if-exact-text-is-found-within-a-string-of-text","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109176\/how-to-check-a-box-if-exact-text-is-found-within-a-string-of-text","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109176,"commentID":391532,"name":"Re: How to check a box if exact text is found within a string of text","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391532#Comment_391532","dateInserted":"2023-08-19T17:54:54+00:00","insertUserID":149359,"insertUser":{"userID":149359,"name":"Jen H.","url":"https:\/\/community.smartsheet.com\/profile\/Jen%20H.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!uzlXJ-dimro!oc1UqANVjEQ!GEwnp-NhEjM","dateLastActive":"2023-08-19T18:02:04+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":"2023-08-19T17:54:00+00:00","dateAnswered":"2023-08-19T02:33:27+00:00","acceptedAnswers":[{"commentID":391518,"body":"

HAS() will only return true under three conditions.<\/p>

  1. The cell is a multicontact cell and contains a match for the contact<\/li>
  2. The cell is a multiselect dropdown and contains a match<\/li>
  3. The cell is not a multicontact or multiselect dropdown and contains ONLY and EXACTLY the text you are matching against. <\/li><\/ol>

    I am assuming your row in question is a standard Text\/Number cell? If so, you will need to get somewhat creative with some CONTAINS() statements.<\/p>

    This will narrow down your matches to only cells that contain a space both before and after TAC. If, however, TAC can appear as the first or last \"word\" in the cell, it would not match in that circumstance as there would only be a space on one side.<\/p>

    =IF(CONTAINS(\" TAC \", [Column Name1]@row), 1, 0)<\/p>


    <\/p>

    If TAC can appear as the first or last \"word\" in the cell, this will cover those possibilities as well.<\/p>

    =IF(OR(CONTAINS(\" TAC \", [Column Name1]@row), LEFT([Column Name1]@row, 4) = \"TAC \", RIGHT([Column Name1]@row, 4) = \" TAC\"), 1, 0)<\/p>


    <\/p>

    If it is possible that TAC will be the exact entry of the cell, you will need an additional statement to cover that, as there would not be spaces on either side. This will add that option.<\/p>

    =IF(OR(CONTAINS(\" TAC \", [Column Name1]@row), LEFT([Column Name1]@row, 4) = \"TAC \", RIGHT([Column Name1]@row, 4) = \" TAC\", [Column Name1]@row = \"TAC\"), 1, 0)<\/p>


    <\/p>

    If there are other situations you may have in your sheet, i.e., TAC inside parenthesis, or before or after punctuation, etc, you will additional statements to include those options as well.<\/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":109170,"type":"question","name":"COUNTIFS formula with 3 criteria (2 of the criteria have formulas)","excerpt":"Hi - I am trying to create a COUNTIFS formula using three criteria in the same sheet - Status (I just want to count the Open items), Impacted IT Projects (which is another dropdown of project names to select from), and Severity (this column displays a \"High\", \"Medium\", or \"Low\" value based on the calculated score in column…","snippet":"Hi - I am trying to create a COUNTIFS formula using three criteria in the same sheet - Status (I just want to count the Open items), Impacted IT Projects (which is another…","categoryID":322,"dateInserted":"2023-08-18T20:29:26+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T21:13:12+00:00","insertUserID":165367,"insertUser":{"userID":165367,"name":"Shari D","url":"https:\/\/community.smartsheet.com\/profile\/Shari%20D","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-18T21:12:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":10,"countViews":103,"score":null,"hot":3384789758,"url":"https:\/\/community.smartsheet.com\/discussion\/109170\/countifs-formula-with-3-criteria-2-of-the-criteria-have-formulas","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109170\/countifs-formula-with-3-criteria-2-of-the-criteria-have-formulas","format":"Rich","lastPost":{"discussionID":109170,"commentID":391505,"name":"Re: COUNTIFS formula with 3 criteria (2 of the criteria have formulas)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391505#Comment_391505","dateInserted":"2023-08-18T21:13:12+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+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":"2023-08-18T21:12:26+00:00","dateAnswered":"2023-08-18T21:01:48+00:00","acceptedAnswers":[{"commentID":391499,"body":"

    @Shari D<\/a> My apologies, should have been HAS<\/p>

    =COUNTIFS(Status:Status, \"Open\", Severity:Severity, \"High\", [Impacted IT Projects]:[Impacted IT Projects], HAS(@cell, \"IT Project Name 1\"))<\/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":[]}],"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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