How to link from one excel sheet to another using vlookup? - excel

I have an excel workbook to track my online shop sales. There are two sheets: one for ‘Orders’ and the other for ‘Customers’. They are databases of my orders and clients, respectively. In the ‘Orders’ sheet one of the columns shows who the client is. I would like each customer in the ‘Orders’ sheet to link to the respective row of this customer in the ‘Customers’ sheet. Can I achieve this with VLOOKUP or something else?
Orders sheet
A B ...
Order number Customer
1 A. Smith
2 B. Browns
3 P. Williams
Customers sheet
A B ...
Customer name email
A. Smith a#smith.com
B. Browns b#browns.com
P. Williams p#williams.com
I tried this, but won't work:
=HYPERLINK(VLOOKUP(B2;Customers!A:A;1;FALSE), B2)

If you use the Insert : link and have the names defined on the customer sheet (use Insert : Name : Define name to make your names - they do not accept spaces), then clicking on it will take you to the name on the other sheet.
I had "A Smith" typed in cell B12 on sheet2 and named it "A_Smith" which then works as a clickable link.

Related

How to copy a column from one sheet to another in MS- Excel, with ID as reference

I have 2 sheets in one excel file. I'd like to copy only the team column from sheet 2 to sheet 1. Both sheets have matching ID to relate to each other.
Sheet 1
id
name
address
team
123
Paul
1st street
456
Kyle
2nd Street
Sheet 2
id
name
team
123
Paul
CL
456
Kyle
BSM
And then sheet 1 will now look like this:
id
name
address
team
123
Paul
1st street
CL
456
Kyle
2nd Street
BSM
I don't know where to start. I know though that this can be done in excel, and you can do programming on it. I don't want to manually input it since it's more than a hundred records.
Okay so I am assuming all the headers are in first row. This can easily be done through Vlookup
=VLOOKUP(A2,Sheet2!A:C,3,FALSE)
Put this formula in column team in Sheet1. It will work.
Let me know if you need any further clarification.

Match multiple columns in Excel

I want to match three different columns in different sheets in Excel.
In one sheet I have Group and Name, and in another I have Name and Email.
How do I match Name in Sheet 1 with Email in Sheet 2?
Sheet 1
Group Name
A John
B Jack
C Anne
Sheet 2
Name Email
John john#
Jack jack#
Anne anne#
In Sheet2 column C, add a Group with this formula copied and dragged down:
=INDEX(Sheet1!$A$2:$B$4,MATCH(A2,Sheet1!$B$2:$B$4,0),1)
See the pic above. This should give what you are looking for.

Excel look up value in array, return next value

I would like to look up a value in a range and return the value in the next row, but can't quite figure out how to do this. I especially would like to do this with formulas rather than VBA, and preferably with built-in formulas than custom (VBA) formulas, due to macro security issues.
I'm using Excel 2010. My workbook has two worksheets, "assessment" and "lookup". In lookup, I have lookup tables.
"lookup" looks something like:
Column A Column B Column C
1 Sales Engineering Manufacturing
2 Alice Bobbie Charlie
3 Dawn Edgar Frank
4 George Holly Isabel
In "assessment," I have some some drop downs from which users select one name from each column in "lookup." Based on some other criteria, I then rank these and create a new, sorted list (using INDEX() and MATCH()) that produce the selected name and corresponding column name a new sort order
Column A Column B
10 Engineering Edgar
11 Sales Alice
What I'd like is to return the name from the next row.
Column C
10 Holly
11 Dawn
But I'm having real trouble figuring out how to get there.
Assuming lookups is located at B2:D5 (change as required) and the result data is at F2:H3 (change as required) enter this formula in cell H2 then copy down.
=INDEX(
INDEX($B$2:$D$5,0,MATCH($F2,$B$2:$D$2,0)),
1+MATCH($G2,
INDEX($B$2:$D$5,0,MATCH($F2,$B$2:$D$2,0)),0))

Cross referencing Excel worksheets

I'm working with 3 worksheets.
PROJECTS consists of the following:
Project ClientCode Code
------ ---------- ----
Project1 ABC 123
Project2 ABC 456
Project3 DEF 789
INVOICES consists of:
ProjectCode Amount
----------- -----
123 $100
789 $200
123 $50
And CLIENTS consists of:
Code Total
---- -----
ABC [$150]
DEF [$200]
I'm trying to create a formula which will populate the "Total" field on the client sheet by determining which invoices belong to which project belong to which client. I feel like it would be a combination of SUMIF and LOOKUP, but I'm stumped.
EDIT: Revised the above to the format discussed below (swapped Projects column B and C)
Using VLOOKUP and SUMIF in a single cell without any helper column is possible, but you will need to interchange the positions of columns ClientCode and Code in PROJECTS for it to work.
Interchange the column positions as mentioned above (so that ClientCode is before Code), then use:
=SUMIF(INVOICES!A:A, VLOOKUP(CLIENTS!A2, PROJECTS!B:C, 2, 0), INVOICES!B:B)
I'm assuming that row 1 of each worksheet has the column headers. A2 here refers to ABC.
VLOOKUP first looks for the Code of the ClientCode and SUMIF then sums the amounts of matched Code in the INVOICES worksheet.
EDIT: Below should work better since VLOOKUP finds only the first match, which doesn't work here.
=SUM(SUMIF(INVOICES!A:A,IF(CLIENTS!A1=PROJECTS!C:C,PROJECTS!B:B),INVOICES!F:F))
Note that you have to use Ctrl+Shift+Enter to use this formula. After you did it for ABC, you can drag the formula to B. Also note that his formula can take some time to evaluate, and as such, it might be better if you change the ranges to an appropriate range. For example, if INVOICES has only 100 rows, change INVOICES!A:A, INVOICES!B:B to INVOICES!A2:A100, INVOICES!B2:B100, same goes for the other ranges in this formula.

Lookup on another sheet in Excel?

I have a very simple Excel book that I am trying to spiffy up. Here's what it looks like:
Sheet 1:
ID Name
1 Bob
2 Joe
3 Earl
Sheet 2:
Name ID Whatever
I would like when I type a name on sheet two for it to match it to a name in sheet 1 and fill in the id for that row in the field in sheet 2. So If I type "Joe" in sheet two it will fill in 2 in the id column.
My problem is slightly more complex than this, but I believe this is the crux of it for now.
You can use VLOOKUP to look up values that are to the right of the key. INDEX and MATCH can be used to look up values to the left of the key.
The formula in this case on Sheet2 would be
=INDEX(Sheet1!A:A,MATCH(A2,Sheet1!B:B,0))

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