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How do I pull data from one sheet into another based on matching criteria?
This seems simple, but I'm simple, too, so... Also, private data, so can't share my workbooks.
I have Sheet 1, with thousands of client names in one column and the assigned caseworker for each client in another column. And I have Sheet 2, which has hundreds of client names, most (but not all) of which can also be found in Sheet 1, but Sheet 2 does not list the assigned caseworker. I would like to populate Sheet 2 with the correct caseworkers for those clients also listed in Sheet 1 (otherwise it can just say N/A). Any help would be much appreciated.
=INDEX(Sheet1!$D$2:$D$16,MATCH(A2,Sheet1!$B$2:$B$16,0))If you don't have access to XLOOKUP you can try this formula. The ranges can be adapted as required.
- I think you need to use an xlookup function. I could help if you share an exemple of data with the expected result
durendalHere are some slimmed down made up examples. Assume thousands of rows in sheet 1 and hundreds in sheet 2, with many more columns of data in each. But the only concern for now is getting "Assigned to" populated correctly in Sheet 2.
SHEET 1:
Client ID Client Name Active? Assigned to Intake Date 000001 James Yes Roger 1/1/20 000002 Robert Yes Sylvio 1/1/20 000003 Lisa Yes Dina 1/1/20 000004 Sara No Dina 1/1/20 000005 Quinn Yes Sylvio 1/1/20 000006 Tayler Yes Roger 1/1/20 000007 Jose Yes Roger 1/1/20 000008 Felice Yes Sylvio 1/1/20 000009 Carmen Yes Dina 1/1/20 000010 Barry No Dina 1/1/20 000011 June Yes Sylvio 1/1/20 000012 Soua Yes Roger 1/1/20 000013 Xavier Yes Roger 1/1/20 000014 Krista Yes Dina 1/1/20 000015 Jess No Sylvio 1/1/20 SHEET 2:
Client Name Amount Due Assigned to James $ 1,395.36 Robert $ 985.25 Lisa $ 57.23 Quinn $ - Tayler $ 6,521.14 Felice $ 844.85 Barry $ 99.64 June $ 115.47 Xavier $ 665.00 Krista $ - Jess $ 3.88 =INDEX(Sheet1!$D$2:$D$16,MATCH(A2,Sheet1!$B$2:$B$16,0))If you don't have access to XLOOKUP you can try this formula. The ranges can be adapted as required.
