Forum Discussion
Need to be able to type customer name in one field and the account number populates in another
I looked at the XLOOKUP, but it appeared that this was for searching for data already in the spreadsheet (at least the examples I saw). I want to put the info in the master customer list, and then have it fill in the account number when I type in the client name.
I looked at the XLOOKUP, but it appeared that this was for searching for data already in the spreadsheet (at least the examples I saw).
Jackie: you put your finger on the issue....those were examples. Only examples. They were not the only way to do XLOOKUP; XLOOKUP can work between tabs in the same workbook, as you have it. All you had to do was try it in your situation. But see the sample I sent back to you, two different ways to do it, neither using XLOOKUP, but both working as well. Within Excel, you'll find that there are almost always several different ways to get from Point A to Point B. XLOOKUP,, VLOOKUP, INDEX and MATCH....there are more still to retrieve data from one table and place it some place else in the same workbook, whether or not on the same sheet.
Give yourself permission to experiment.