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Trying to create a document that updates information based on specific information in workbook

Copper Contributor

I have a client list, some with multiple job names, requests related to job and mode of receiving said info. Those are the headings to my cells in the excel spreadsheet. What I would like to do is auto populate the information in a document that would be a running tab of correspondence for that particular job. I need to know how to copy over information(requests, mode, date) based on a particular cell (job name). Is there a formula for this. The following are images of my work so far Screenshot 2024-09-11 113246.pngScreenshot 2024-09-11 113411.png

2 Replies
best response confirmed by krissyalphin (Copper Contributor)
Solution

@krissyalphin 

=FILTER('Customer Information'!D:F,'Customer Information'!C:C=A6)

 

Does FILTER return the intended result?

filter.jpg

 

@OliverScheurich 

This worked like a charm!!! Thank you so much my friend! When I tried FILTER command, I had them array and include mixed up and kept getting an error message. This is perfect. Thank you again for your response.

1 best response

Accepted Solutions
best response confirmed by krissyalphin (Copper Contributor)
Solution

@krissyalphin 

=FILTER('Customer Information'!D:F,'Customer Information'!C:C=A6)

 

Does FILTER return the intended result?

filter.jpg

 

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