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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 clien...
=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.
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 |
This xlookup formula should do the trick, however there is one major issue. You are using names, which might not be a unique identifier. If two persons are named Jesse for exemple, the sheet nb 2 will always give you the value of the first Jesse. I added a formula that shows you the duplicate values in your list.
Hope it helps