Jul 07 2021 10:01 PM - edited Jul 07 2021 10:03 PM
I have recently started working as a receptionest at a solicitors office, originally i was told to use a scratch pad (recycled paper and pen pad) to jot down the details of clients calling in, Iv since made a Excel sheet that is as follows.
Name Number Staff member Matter
Joe Swanson 0458586489 George Floyd Contact
Maranda Jackson 0456784368 Barry Hamilton Creating an appointment
Joelee Simpson 0467976486 George Floyd Drink Driving
Michael Halmilton 0467646482 Michelle Holdem Conveyancing
Joe Swanson 0458586489 George Floyd Contact
Sherry Holwood 0464486521 George Floyd Contact
Joe Swanson 0458586489 George Floyd Contact
As you can image I tend to use quite a fair few cells per day talking to clients that call in.
here and there I am unable to grab their contact numbers but I'm wondering, is there a formula or a way I can use auto fill to automatically pick up that I have typed "Joe Swanson" and have it autofill his contact number if that data has been previously entered?
Jul 09 2021 04:49 PM
Yes! You need to use a lookup. If you have office 365, xlookup will be the best. Otherwise vlookup will be fine but the formula will differ slightly.
You'll have to adapt this to your workbook but this should do what you're looking for:
=+XLOOKUP(A5,$A$2:A4,$B$2:B4,"")
This looks up the name next to the formula for a matching name that's been previously entered. It then pulls the number in after. You can do this for any column or data that you need.
Jul 11 2021 07:54 PM
@DKoontz Can you explain this formula a bit more? sorry, pretty new to formulas in excel.
whats the best means of adapting it to my workbook its currently A84 B84 C84 D84
A = Name B= Contact Number C= Staff member D = Matter
Cell 1 is the announcement of columns
and im wanting it to be forever continuing. may also be because i haven't eaten yet, ill see if i can figure it out after lunch.
Thanks for your help :)
Kind reguards
Keith