Need formula for multi-select dropdown column to produce multiple values in another column

I've been trying on several formulas for size (VLOOKUP, INDEX, MATCH, and every combo in between) to assign an organization to one or more contacts based on the counties that are served by that organization. For example, I have a multi-select dropdown column where one or more counties can be selected, and I want the assigned column to automatically populate the individual(s) that oversee those counties.

I've created a separate table in a reference sheet, hoping that would help do the trick; the VLOOKUP piece works for the front half, but I can't seem to get the names to populate the assigned column. Any suggestions appreciated!

Thanks for helping me solve this one!

Best Answer

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

    Ok. To pull multiple people you are going to want something along the lines of...


    =JOIN(DISTINCT(COLLECT({Reference Sheet CPL Column}, {Reference Sheet County Column}, HAS([Source Sheet County Column]@row, @cell))),CHAR(10))


    CHAR(10) is a line break. You can change that portion to be whatever you want your delimiter to be. If you stick with CHAR(10), be sure to enable text wrapping.

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You were, indeed, very close.<\/p>

=IF([Invoice Received?]@row = 0, IF(AND([Renewal Date]@row >= TODAY(), [Renewal Date]@row <= TODAY(+30)), \"Red\"))<\/p>"},{"commentID":390264,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula\n <\/a>\n<\/div>\n

It looks like you forgot to close out the AND <\/strong>funtion. Try this<\/p>

=IF([Invoice Received?]@row = 0, \"Green\", IF(AND([Renewal Date]@row >= TODAY(0), [Renewal Date]@row <= TODAY(+30)), \"Red\", \"Yellow\"))<\/code><\/p>

Hope this helps!<\/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":108832,"type":"question","name":"How do I create a IF(AND formula combining multiple cross references?","excerpt":"In this screenshot I am sharing my rollup data sheet. Of the 6 Total Amex CB Count, I am trying to determine how many of those each of our Branches has but I keep getting different errors using formula: =COUNTIFS({Dispute & Chargeback intake sheet branch}, CONTAINS([Data Points]32, @cell), IF(AND({Dispute & Chargeback…","snippet":"In this screenshot I am sharing my rollup data sheet. Of the 6 Total Amex CB Count, I am trying to determine how many of those each of our Branches has but I keep getting…","categoryID":322,"dateInserted":"2023-08-10T23:46:21+00:00","dateUpdated":null,"dateLastComment":"2023-08-11T17:12:56+00:00","insertUserID":140084,"insertUser":{"userID":140084,"name":"Krystal Garcia","url":"https:\/\/community.smartsheet.com\/profile\/Krystal%20Garcia","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hEDXYe8sIOY!ZF9XGSNgaPQ!0Bh2ICPdBzl","dateLastActive":"2023-08-11T17:23:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":140084,"lastUser":{"userID":140084,"name":"Krystal Garcia","url":"https:\/\/community.smartsheet.com\/profile\/Krystal%20Garcia","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hEDXYe8sIOY!ZF9XGSNgaPQ!0Bh2ICPdBzl","dateLastActive":"2023-08-11T17:23:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":29,"score":null,"hot":3383486357,"url":"https:\/\/community.smartsheet.com\/discussion\/108832\/how-do-i-create-a-if-and-formula-combining-multiple-cross-references","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108832\/how-do-i-create-a-if-and-formula-combining-multiple-cross-references","format":"Rich","tagIDs":[207,219,254,344,440],"lastPost":{"discussionID":108832,"commentID":390262,"name":"Re: How do I create a IF(AND formula combining multiple cross references?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390262#Comment_390262","dateInserted":"2023-08-11T17:12:56+00:00","insertUserID":140084,"insertUser":{"userID":140084,"name":"Krystal Garcia","url":"https:\/\/community.smartsheet.com\/profile\/Krystal%20Garcia","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hEDXYe8sIOY!ZF9XGSNgaPQ!0Bh2ICPdBzl","dateLastActive":"2023-08-11T17:23:36+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/9UG82HSGCS9G\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-11T17:23:34+00:00","dateAnswered":"2023-08-11T00:00:03+00:00","acceptedAnswers":[{"commentID":390143,"body":"

I think I am following what you are attempting to do. Try this:<\/p>

COUNTIFS({Dispute & Chargeback intake sheet branch}, CONTAINS([Data Points]32, @cell), {Dispute & Chargeback Intake Sheet Type of CB}, \"AMEX\")<\/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":207,"urlcode":"Sales","name":"Sales"},{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":344,"urlcode":"it-operations","name":"IT & Operations"},{"tagID":440,"urlcode":"project-management","name":"Project Management"}]},{"discussionID":108811,"type":"question","name":"If all Child rows = \"Complete\" change Parent to \"Complete\" and send to new sheet","excerpt":"Hello! I have an automation that sends \"Complete\" Parent columns to a new sheet (my \"Closed Orders\" sheet). I also am setting up a formula for when all Children status' are set to \"Complete\" it automatically switches the Parent row to \"Complete\". What I am wanting to do is send ALL rows including Parent and its Children in…","snippet":"Hello! I have an automation that sends \"Complete\" Parent columns to a new sheet (my \"Closed Orders\" sheet). I also am setting up a formula for when all Children status' are set to…","categoryID":322,"dateInserted":"2023-08-10T18:05:54+00:00","dateUpdated":"2023-08-10T18:35:26+00:00","dateLastComment":"2023-08-11T16:30:30+00:00","insertUserID":162263,"insertUser":{"userID":162263,"name":"clairehunter","url":"https:\/\/community.smartsheet.com\/profile\/clairehunter","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:02:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":91566,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-11T18:12:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":29,"score":null,"hot":3383462784,"url":"https:\/\/community.smartsheet.com\/discussion\/108811\/if-all-child-rows-complete-change-parent-to-complete-and-send-to-new-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108811\/if-all-child-rows-complete-change-parent-to-complete-and-send-to-new-sheet","format":"Rich","tagIDs":[254,334],"lastPost":{"discussionID":108811,"commentID":390242,"name":"Re: If all Child rows = \"Complete\" change Parent to \"Complete\" and send to new sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390242#Comment_390242","dateInserted":"2023-08-11T16:30:30+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-11T18:12:33+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":"2023-08-11T17:02:06+00:00","dateAnswered":"2023-08-11T16:30:30+00:00","acceptedAnswers":[{"commentID":390242,"body":"

The move row automation will move all children underneath of a parent row if just the parent row is what triggers the automation.<\/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"},{"tagID":334,"urlcode":"automations","name":"Automations"}]}],"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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