Forum Discussion
EXCEL FORMULA
I AM TRYING TO CREATE A SPREADSHEET THAT WILL ENTER THE CUSTOMER REP IN THE REP FIELD (B) WHEN I ENTER THE CUSTOMER NAME(A)
Assuming that you have a list somewhere with customer names in one column and the corresponding customer reps in the next column, you can use VLOOKUP or XLOOKUP.
For example if the list is in A2:B100 on a sheet named Customers, you can use the following formula in B2 on the sheet where you enter (or select) a customer in column A, then fill down:
=IFERROR(VLOOKUP(A2, Customers!$A$2:$B$100, 2, FALSE), "")
or
=XLOOKUP(A2, Customers!$A$2:$A$100, Customers!$B$2:$B$100, "")