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ShereeKenner's avatar
ShereeKenner
Copper Contributor
Nov 11, 2024

Help with Lookup Formulas

Hello all. I am still learning what are complex formulas for me, but easy for some of you.

I struggle with interpreting online formulas and converting them to what makes sense for my needs.

I need an output of Formulas on Q1_2024 from the 2024_Data tab. Those formulas would pull matching Name and Month by the specific column we're in. Notes are in the Jan column label on the QA_2024 sheet. This would prevent us from having to pull this over manually for every month and person.

Note, I would be doing this quarterly, so the month will be as follows for repeatability.

  • Q1 = Jan, Feb, Mar
  • Q2 = Apr, May, Jun
  • Q3 = Jul, Aug, Sept
  • Q4 = Oct, Nov, Dec

Would one of you wonderful gurus be willing to help with what will be a very tedious recurring quarterly task?

Thank you very much in advance.
Sheree

  • I took the liberty to clean-up the file a bit and enter some fake data so that I could test some formulas. Not sure about how you want to express productivity, so I just entered "??" in those cells.

    See attached.

  • Riny_van_Eekelen's avatar
    Riny_van_Eekelen
    Platinum Contributor

    I took the liberty to clean-up the file a bit and enter some fake data so that I could test some formulas. Not sure about how you want to express productivity, so I just entered "??" in those cells.

    See attached.

  • ShereeKenner's avatar
    ShereeKenner
    Copper Contributor

    Thank you very much for your help. Having an example that matches my use case is the easiest way for me to learn.

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