Pulling data from one sheet to another
Posted on 2016-09-08
I have a prospect list in Excel. The list of prospects is in one sheet with all prospect details, and the transactions / call outs / follow ups that I do are in another sheet in the same file.
What I am trying to do is:
(a) Copy a prospect on the transaction sheet.
(b) Depending on the name entered, excel automatically pulls the contact number and location from the respective cells in the master sheet into the corresponding cells in the transaction sheet, next to the prospect. For example: I enter the name of prospect from Row number 201 (in master sheet) to the transaction sheet. Then excel should search the master sheet for the name, and pick up the contact number and location and place it in the cells next to the prospect in the transaction sheet. So far so good.
(c) This I have done using VLOOKUP. If Column for "Name" in the transaction sheet is B, and I have typed a name from the master sheet in B250, then the VLOOKUP reads the value in B250, searches the master for Anil Kumar, and picks phone number and location in the respective cells. If no name is entered, the contact and location details remain blank. The formula that I have used is VLOOKUP(B14,'Prospect Master'!$F$2:$H$414,2,0) and VLOOKUP(B14,'Prospect Master'!$F$2:$H$414,3,0).
(d) In my prospects, names are repeated. For example, I have one Anil Kumar from Delhi, and another Anil Kumar from Hyderabad. VLOOKUP picks up the first occurrence and places the contact and the location against this occurrence in the transaction sheet.
How can I:
(a) Ensure that the location and the contact are for the 2nd Anil Kumar (if it is the second occurrence) or 3rd, and excel picks up the details from 2nd or 3rd Anil Kumar.
(b) Without name, the location and contact fields remain empty.