Pull Contact Info From Another Sheet Automatically

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

  • 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.

  • 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

  • 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.

  • 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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Awesome! I'm glad it's working for you. 👍️<\/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":[]},{"discussionID":107143,"type":"question","name":"How can I get (on a separate metric sheet) the average SLA time within a given month?","excerpt":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement SLA column and a \"date of request\" (auto column for when the submission was created), and I'm looking to record the average for each month on a…","snippet":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement…","categoryID":322,"dateInserted":"2023-06-30T15:31:46+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T17:30:08+00:00","insertUserID":159225,"insertUser":{"userID":159225,"name":"laney_white","url":"https:\/\/community.smartsheet.com\/profile\/laney_white","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5FvXObtmaHw!CVFXQvc68Xo!anynrNoWe-v","dateLastActive":"2023-06-30T17:19:19+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":"2023-07-01T15:47:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3376287114,"url":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107143,"commentID":383369,"name":"Re: How can I get (on a separate metric sheet) the average SLA time within a given month?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383369#Comment_383369","dateInserted":"2023-06-30T17:30:08+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":"2023-07-01T15:47:10+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\/ZXS917R2FJKC\/master-sheet-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"master sheet.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T17:19:35+00:00","dateAnswered":"2023-06-30T15:50:27+00:00","acceptedAnswers":[{"commentID":383345,"body":"

If I understand correctly, this may help.<\/p>

=AVERAGEIF({date of request}, MONTH(@cell) = 2, {Ack SLA})<\/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":107116,"type":"question","name":"I'd like to create a column formula that references a specific cell with acceptable syntax","excerpt":"I have a sheet that has a column of dates that autofill based on another date. Specifically, each row has target end dates based on weeks ahead of the date that I want to reference. This is to make sure tasks are started on time in relation to the overall start date. My formula is currently: =[Target End Date]1 - ([Task…","snippet":"I have a sheet that has a column of dates that autofill based on another date. Specifically, each row has target end dates based on weeks ahead of the date that I want to…","categoryID":322,"dateInserted":"2023-06-29T23:48:12+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T22:48:54+00:00","insertUserID":163028,"insertUser":{"userID":163028,"name":"jcabaniss","url":"https:\/\/community.smartsheet.com\/profile\/jcabaniss","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-01T02:58:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":129958,"lastUser":{"userID":129958,"name":"Lucas Rayala","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/Lucas%20Rayala","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!3C9S_9DsC3w!XMDTX-y-BOY!7HVumwhOGBb","dateLastActive":"2023-07-01T15:43:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":34,"score":null,"hot":3376249626,"url":"https:\/\/community.smartsheet.com\/discussion\/107116\/id-like-to-create-a-column-formula-that-references-a-specific-cell-with-acceptable-syntax","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107116\/id-like-to-create-a-column-formula-that-references-a-specific-cell-with-acceptable-syntax","format":"Rich","lastPost":{"discussionID":107116,"commentID":383416,"name":"Re: I'd like to create a column formula that references a specific cell with acceptable syntax","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383416#Comment_383416","dateInserted":"2023-06-30T22:48:54+00:00","insertUserID":129958,"insertUser":{"userID":129958,"name":"Lucas Rayala","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/Lucas%20Rayala","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!3C9S_9DsC3w!XMDTX-y-BOY!7HVumwhOGBb","dateLastActive":"2023-07-01T15:43:12+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":"2023-06-30T15:52:25+00:00","dateAnswered":"2023-06-30T00:15:36+00:00","acceptedAnswers":[{"commentID":383245,"body":"

@jcabaniss<\/a> , swap out this:<\/p>

=[Target End Date]1<\/p>

with this:<\/p>

=Index([Target End Date]:[Target End Date], 1)<\/p>

the second value in an index function is the row—usually we make this a MATCH lookup function but it can also be a number.<\/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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