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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Hi there,<\/p>

I think this should work:<\/p>

=IF(COUNTIF(Referencia:Referencia, Referencia@row) > 1, 1)<\/p>

Have a great day.<\/p>

Matt<\/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":107888,"type":"question","name":"Filter distinct values only into new column","excerpt":"Hello! I have a column that consists of rows with values, some that differ and some that repeat [(Cells Linked from TE Tracker)], I want the next column over \"Distinct\" to only give me the unique values of [(Cells Linked from TE Tracker)] From what I've seen, there is no direct function that can do this, but has anyone…","snippet":"Hello! I have a column that consists of rows with values, some that differ and some that repeat [(Cells Linked from TE Tracker)], I want the next column over \"Distinct\" to only…","categoryID":322,"dateInserted":"2023-07-20T22:29:01+00:00","dateUpdated":null,"dateLastComment":"2023-07-22T20:06:16+00:00","insertUserID":163466,"insertUser":{"userID":163466,"name":"sawuzie","url":"https:\/\/community.smartsheet.com\/profile\/sawuzie","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-22T20:06:45+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":163466,"lastUser":{"userID":163466,"name":"sawuzie","url":"https:\/\/community.smartsheet.com\/profile\/sawuzie","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-22T20:06:45+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":39,"score":null,"hot":3379950317,"url":"https:\/\/community.smartsheet.com\/discussion\/107888\/filter-distinct-values-only-into-new-column","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107888\/filter-distinct-values-only-into-new-column","format":"Rich","lastPost":{"discussionID":107888,"commentID":386542,"name":"Re: Filter distinct values only into new column","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386542#Comment_386542","dateInserted":"2023-07-22T20:06:16+00:00","insertUserID":163466,"insertUser":{"userID":163466,"name":"sawuzie","url":"https:\/\/community.smartsheet.com\/profile\/sawuzie","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-22T20:06:45+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":"2023-07-22T05:31:23+00:00","dateAnswered":"2023-07-21T02:06:24+00:00","acceptedAnswers":[{"commentID":386312,"body":"

Hi @sawuzie<\/a> <\/p>


<\/p>

There's no direct way to do this. However, you can add a checkbox helper column to identify duplicates. You can use the formula =IF(COUNTIF([Cells Linked from TE Tracker]:[Cells Linked from TE Tracker], [Cells Linked from TE Tracker]@row) > 1, 1, 0). This will add a check in the duplicates column for all values which appear more than once. You can then add the Distinct column with the formula =IF([Duplicate]@row=0, [Cells Linked from TE Tracker]@row). The Distinct column will only have the distinct values listed.<\/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":107904,"type":"question","name":"How do I calculate different due dates on actions depending on the type of action?","excerpt":"I have created a sheet in which different type of issues are identified and assigned to owners. I have established three \"observation types\" that I would like to assign different due date. For example, a safety issues would need a due date of 2 working days from the date identified, and an Opportunity to Improve action…","snippet":"I have created a sheet in which different type of issues are identified and assigned to owners. I have established three \"observation types\" that I would like to assign different…","categoryID":322,"dateInserted":"2023-07-21T13:36:24+00:00","dateUpdated":null,"dateLastComment":"2023-07-21T17:24:41+00:00","insertUserID":163745,"insertUser":{"userID":163745,"name":"dminor764","title":"CI Manager","url":"https:\/\/community.smartsheet.com\/profile\/dminor764","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T18:24:13+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":"2023-07-22T15:13:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3379908665,"url":"https:\/\/community.smartsheet.com\/discussion\/107904\/how-do-i-calculate-different-due-dates-on-actions-depending-on-the-type-of-action","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107904\/how-do-i-calculate-different-due-dates-on-actions-depending-on-the-type-of-action","format":"Rich","lastPost":{"discussionID":107904,"commentID":386475,"name":"Re: How do I calculate different due dates on actions depending on the type of action?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386475#Comment_386475","dateInserted":"2023-07-21T17:24:41+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":"2023-07-22T15:13:42+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":"2023-07-21T17:19:13+00:00","dateAnswered":"2023-07-21T13:48:32+00:00","acceptedAnswers":[{"commentID":386404,"body":"

This is going to be the general idea. You will want to replace the name of the column that you use for the date of the observation. I also didn't know the name of the third observation type or the time period.<\/p>

=IF([Observation Type]@row = \"Safety\", WORKDAY([Observation Date]@row, 2), IF([Observation Type]@row = \"Opportunity to Improve\", WORKDAY([Observation Date]@row, 14), IF([Observation Type]@row = \"Other Type\", WORKDAY([Observation Date]@row, 365), \"//www.santa-greenland.com/community/discussion/comment/\")))<\/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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