Forum Discussion

Copper Contributor

Jan 20, 2022

Solved

Setting up data for a word merge

Hi All, I've set up a sheet for which a clients information gets entered and this is then merged onto various forms in word. I need to add a company and company relevant details (1 of 4 to c...

Formulas and Functions

PeterBartholomew1
Jan 21, 2022
Daibear
I agree with Martin_Weiss that this is a classic VLOOKUP problem. Not that I have used VLOOKUP for many years. I have used XLOOKUP ever since it appeared and before that INDEX/MATCH. Now, a lookup by company as foreign key would be
= XLOOKUP(foreignKey, Table1[company], Table1)
There are vastly more complicated formulas available in 365 insider that will return an entire table of foreign key matches as a single array formula, but they are not relevant here.

PeterBartholomew1

Silver Contributor

Jan 21, 2022

Daibear

I agree with Martin_Weiss that this is a classic VLOOKUP problem. Not that I have used VLOOKUP for many years. I have used XLOOKUP ever since it appeared and before that INDEX/MATCH. Now, a lookup by company as foreign key would be

= XLOOKUP(foreignKey, Table1[company], Table1)

There are vastly more complicated formulas available in 365 insider that will return an entire table of foreign key matches as a single array formula, but they are not relevant here.