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Pulling Data from Multiple Sheets as Summary

  1. #1
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    Pulling Data from Multiple Sheets as Summary

    Hello, everyone. I have a unique project that's outside of my scope of expertise.

    I have recently dabbled with VLOOKUP, and I'm getting better. However, the way I am viewing this project I think it's needing more than that such as CountA or CountIF functions. I don't know.

    I've included a mock sheet. In this mock sheet, I have "Tab 1" that needs to populate all the information I need from "Sheet 1". I have the first person filled out based on what I need it to tell me.

    Every week, I need to compile a new report with this information so in the past, at least using Google Sheets, I've been able to to use "+" in between functions when I need the formula to pull results from other sheets.

    Please let me know if this is doable, thank you in advance!
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    Last edited by kyber; 07-12-2021 at 11:57 AM.

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    Re: Vlookup

    Is this not the same as your previous thread???

    Administrative Note:

    Welcome to the forum.

    We would very much like to help you with your query, however the thread title does not really convey what your request is about. Tell us what you are trying to do, not how you think it should be done.

    Please take a moment to amend your thread title. Make sure that the title properly explains your request. Your title should be explicit and not be generic (this includes function names used without an indication of what you are trying to achieve).

    Please see Forum Rule #1 about proper thread titles and adjust accordingly. To edit the thread title, open the original post to edit and then click on Go Advanced (bottom right) to access the area where you can edit your title.

    (Note: this change is not optional. As you are new here, I have done it for you.)
    Last edited by AliGW; 07-08-2021 at 10:39 AM.
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    Re: Vlookup

    Thank you, I think I fixed the title.

    No, it's different. Though, the concept is somewhat similar, I'm needing something beyong VLOOKUP as it's intertwining other functions as well.

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    Re: VLOOKUP, populating data from multiple tabs.

    I had already done it for you ... Please don't change moderator edits.

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    Re: VLOOKUP, populating data from multiple tabs.

    In your posted w/book, there are about 80 names on Tab1 but about 30 on Sheet1 so are we to assume the balance of the names will be on Sheet2, Sheet3 etc so a VLOOKUP (or similar) over multiple sheets is required. If so, your posted file should reflect this.

    I think it's needing more than that such as CountA or CountIF functions
    What do you mean by the above ???

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    Re: VLOOKUP, populating data from multiple tabs.

    My apologies, I didn't know.

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    Re: VLOOKUP, populating data from multiple tabs.

    You're right, my apologies. I'm very new to this.

    I've attached an update workbook.

    And with the CountA or CountIF function, I don't know if I need to intertwine the VLOOKUP function with either of those. For example in the first/front sheet I need it to tally everything I have in the other tabs. So, for example if "Jonah Hill" had 1 meeting in Sheet1 and Sheet2, then the tally would be 2. Taking a closer look at what CountA does, I can see that that's clearly not the right function for what I need this for.

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    Re: VLOOKUP, populating data from multiple tabs.

    Created a named range "Sheets" in M2:M4

    This counts the number of 60 minute meetings attended

    =SUMPRODUCT(COUNTIFS(INDIRECT("'"&Sheets&"'!$B$2:$B$100"),C4,INDIRECT("'"&Sheets&"'!$F$2:$F$100"),"=60*"))

    Not sure how this fits with different forms of attendance (column D) ("in person" , "over the Phone"
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    Re: VLOOKUP, populating data from multiple tabs.

    This is a great start. Is there a way to convert the response to Y, N, or Y/N?

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    Re: VLOOKUP, populating data from multiple tabs.

    How do you convert 3 attendances into Y, N, or Y/N ? Equally, how do you record 2 "In person" and 1 "On phone" in your table?

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    Re: VLOOKUP, populating data from multiple tabs.

    If the meeting was under 60 minutes, I'll document it as an N. If the meeting was 60 minutes, I'll document it as a Y. If one client one week had a meeting for 45 minutes, but the next week for 60 minutes I document it as Y/N.

    The In Person and Over the Phone is a bit trickier. The Sheet1 is my baseline that I go with; if they had an In Person meeting, I'll write it as such. If they had an On Phone meeting the following week, I would document it in the column titled, "CNS if Diff from Other Sess". Same goes if they meeting with another agent that's different from the first week.

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    Re: VLOOKUP, populating data from multiple tabs.

    This brings in much more complexity as it requires the evaluation, and comparison, of several sheets (can there be more than 3?)

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    Re: Pulling Data from Multiple Sheets as Summary

    It's typically 4-5 sheets.

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    Re: Pulling Data from Multiple Sheets as Summary

    As you are using the 2016 version Get & Transform may be a viable option.
    1. Convert the ranges on Sheet1:Sheet4 into tables
    2. Use the following Power Query advanced editor code to produce the table on the Query1 sheet:
    Please Login or Register  to view this content.
    3. Populate column F on the Tab1 sheet using: =IF(COUNTIFS(Query1[ID],B4)=COUNTIFS(Query1[ID],B4,Query1[Duration],"60 mins"),"Y",IF(COUNTIFS(Query1[ID],B4,Query1[Duration],"60 mins")>0,"Y/N","N"))
    If this works for you, then we may be able to fill the Meeting column also.
    Let us know if you have any questions.
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    Re: Pulling Data from Multiple Sheets as Summary

    I think this is exactly what I need, it's really genius. I'm going to have to play around with it to see how I can implement this in my workbook, but this is exactly the result I was looking for. Thank you!

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    Re: Pulling Data from Multiple Sheets as Summary

    You're Welcome. Thank You for the feedback and for marking the thread as 'Solved'. I hope that you have a blessed day.

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