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Test if cell contains value from list
I have a task list that includes tasks by customer name. Due dates are formula-controlled by an offset from an entry date. Certain customers of ours receive "red carpet" treatment, which requires me to recalculate the due date manually. I would like to try the following automated solution:
Maintain a separate sheet with a list of our Red Carpet customers.
On task sheet, use formula to determine whether the customer for a task matches any of the names from the Red Carpet list.
Is anybody doing something like this? Is it even possible with the client list in a separate sheet?
Thanks for the help!
Comments
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BMar ✭
Since formulas can't reference cells on other sheets it looks like I can't keep the sheets completely separate. But I do have a workaround for now:
On Red Carpet sheet keep a client list in the first column.
In the first cell of another column concatenate the list with the JOIN function.
On the task sheet create a hidden cell which links the joined list of clients.
For each task, use the formula:
=IF(Customer = "", 0, IF(FIND(Customer, CustomerList) = 0, 0, 1))
It searches through the list for the company name as a string and returns 0 if not found. It does the job, but I wish I could reference other sheets in the formula so I don't have to keep hiding cells to do this kind of computing.
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J. Craig Williams ✭✭✭✭✭✭That is a pretty neat idea.
Craig
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Shaine Greenwood EmployeeThat's a fantastic workaround! You're correct in that we don't yet have a way to reference cells on other sheets in formulas, but this is a feature that our Development team is currently working on (although I don't have a timeframe for when this will be released in the application).
I'll get your vote down for this type of feature on our enhancement request list for visibility by the Dev team.
Categories
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CHILDREN will only look at entries one level down. DESCENDANTS will look at all levels below current.<\/p>"},{"commentID":383208,"body":"
Thank you Carson, very helpful!<\/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":107085,"type":"question","name":"Using INDEX\/MATCH to pull a date and CountIF not recognizing as a date","excerpt":"Hi, I'm using INDEX\/MATCH to pull a date from one report into another based on the same ID number. If there is no match, an error message populates. =IFERROR(INDEX({Corporate CAPA Closed Effective Date}, MATCH([InfoCard Number]@row, {Corporate CAPA Closed InfoCard Number}, 0)), \"CAPA Not Closed\") Once the formula is…","snippet":"Hi, I'm using INDEX\/MATCH to pull a date from one report into another based on the same ID number. If there is no match, an error message populates. =IFERROR(INDEX({Corporate CAPA…","categoryID":322,"dateInserted":"2023-06-29T15:11:26+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T20:28:41+00:00","insertUserID":146974,"insertUser":{"userID":146974,"name":"Jack Parry","url":"https:\/\/community.smartsheet.com\/profile\/Jack%20Parry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T20:28:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":146974,"lastUser":{"userID":146974,"name":"Jack Parry","url":"https:\/\/community.smartsheet.com\/profile\/Jack%20Parry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T20:28:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3376123207,"url":"https:\/\/community.smartsheet.com\/discussion\/107085\/using-index-match-to-pull-a-date-and-countif-not-recognizing-as-a-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107085\/using-index-match-to-pull-a-date-and-countif-not-recognizing-as-a-date","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107085,"commentID":383212,"name":"Re: Using INDEX\/MATCH to pull a date and CountIF not recognizing as a date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383212#Comment_383212","dateInserted":"2023-06-29T20:28:41+00:00","insertUserID":146974,"insertUser":{"userID":146974,"name":"Jack Parry","url":"https:\/\/community.smartsheet.com\/profile\/Jack%20Parry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T20:28:15+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":"2023-06-29T20:28:12+00:00","dateAnswered":"2023-06-29T17:10:07+00:00","acceptedAnswers":[{"commentID":383157,"body":"
The INDEX function should be retaining the data type (in this case date value). It sounds like the issue is that there is at least one blank or no-date value within the range. To accommodate that you would use:<\/p>
<\/p>
=COUNTIFS({All Sites CAPA}, CONTAINS(\"CAPA\", @cell), {All Sites CAPA Effective Date}, IFERROR(<\/strong>MONTH(@cell), 0)<\/strong> = 6, {All Sites CAPA Closed On Time?}, CONTAINS(\"CAPA Overdue\", @cell))<\/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&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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 Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
