Data Lookup
2 TopicsLookup Excel Value in SharePoint List and Update Excel Table
Hello, I have a SharePoint list with the following fields; EmployeeID, Surname and First Name. I also have an empty table with the following columns on Excel Desktop; EmployeeID Surname and First Name. When I enter a value in the Employee ID column, can I get the steps below to play out? 1. The Employee ID value gets looked up in the SharePoint List from the Employee ID field, then gets the employee's corresponding Surname and First Name. 2. Takes the corresponding values from the SharePoint List and updates the Surname and First Name columns in the Excel table. Many thanks.Looking up data/keyword and then adding it together as a summary value
Dear all, I've got absolutely no idea where to start with this so I thought I'd come here and ask the gurus! So I have a sheet full of sales forecasting data that I want to be able to lookup a sales forecasting stage such as Pipeline, Development, Legal, Close etc and then go through the data, pull out all the Pipeline opportunity values by QTR and add them together in a summary: Opportunity ID Customer Value Month QTR Stage Opportunity 1 Customer 1 £ 10,000.00 Mar-19 1 Pipeline Opportunity 2 Customer 2 £ 20,000.00 Jun-19 2 Solution Dev Opportunity 3 Customer 3 £ 30,000.00 Sep-19 3 Legal Opportunity 4 Customer 1 £ 40,000.00 Jan-19 1 Pipeline Opportunity 5 Customer 2 £ 50,000.00 Feb-19 1 Solution Dev Opportunity 6 Customer 3 £ 60,000.00 Apr-19 2 Legal Q1 Pipeline = xxxx Q1 Sol Dev = xxxx Q1 Legal = xxxx Q1 Close = xxx Q2 Pipeline = xxx Etc... I'm thinking it might be a VLOOKUP but honestly I have no idea! Any help is appreciated! Thank you in advance, ColSolved1.2KViews0likes2Comments