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roughtoast's avatar
roughtoast
Copper Contributor
Jul 07, 2021

Autofill Data analyst Clients Name and Number

I have recently started working as a receptionest at a solicitors office, originally i was told to use a scratch pad (recycled paper and pen pad) to jot down the details of clients calling in, Iv sin...
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DKoontz's avatar
DKoontz
Iron Contributor
Jul 09, 2021

roughtoast 

Yes! You need to use a lookup. If you have office 365, xlookup will be the best. Otherwise vlookup will be fine but the formula will differ slightly.

You'll have to adapt this to your workbook but this should do what you're looking for:

=+XLOOKUP(A5,$A$2:A4,$B$2:B4,"")

This looks up the name next to the formula for a matching name that's been previously entered. It then pulls the number in after. You can do this for any column or data that you need.

 

roughtoast's avatar
roughtoast
Copper Contributor
Jul 11, 2021

DKoontz Can you explain this formula a bit more? sorry, pretty new to formulas in excel.

whats the best means of adapting it to my workbook its currently A84 B84 C84 D84

A = Name B= Contact Number C= Staff member D = Matter

Cell 1 is the announcement of columns

and im wanting it to be forever continuing. may also be because i haven't eaten yet, ill see if i can figure it out after lunch.

 

Thanks for your help 🙂

Kind reguards

Keith

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