3 formulas to look up data in Smartsheet (2024)

Have you ever needed to pull a value from a range based on a matching value in your list? For example, you may want to dynamically pull the price of a product based on the product’s ID.

3 formulas to look up data in Smartsheet (1)

If your data set contains the Product ID, you can use a formula to pull the price.

3 formulas to look up data in Smartsheet (2)

With this formula set as a column formula, each row (and any newly added rows) will show the matching price from the product data set.

Different approaches to this formula

There are three methods you can use to pull data from a range based on a matching lookup value:

  1. VLOOKUP
  2. INDEX(MATCH())
  3. INDEX(COLLECT())

We’ll review how to use each of these formulas, as well as discuss pros and cons to each approach.

VLOOKUP

A VLOOKUP formula looks up a value and returns a value in the same row, but from a different (specified) column. The format for a VLOOKUP formula can be found below:

=VLOOKUP([Lookup value], [Data set being searched], [Column number in data set],[False or true based on exact match needs])

To pull the price in the example above using a VLOOKUP, your formula would look like this:

=VLOOKUP([Associated Product ID]@row, {Product Data | Product}, 4, false)

The {Product Data | Product} cross-sheet reference range looks like this:

3 formulas to look up data in Smartsheet (3)

And the formula returns the values in the Price column like this:

3 formulas to look up data in Smartsheet (4)

TIP: Wrap the formula with an IFERROR formula to solve for cases where no match is found in the data set being searched. In this example, the formula would look like:

=IFERROR(VLOOKUP([Associated Product ID]@row, {Product Data | Product}, 4, false), "No Match Found")

3 formulas to look up data in Smartsheet (5)

Pros:

  • Simple/quickest formula

Cons:

  • Requires lookup value to be first column in data set being searched
  • Unable to pull values to the left of the lookup value column
  • Breaks if a new column is added or column is removed between lookup value and column being pulled in, or if columns are reordered
3 formulas to look up data in Smartsheet (6)

INDEX(MATCH())

An INDEX(MATCH()) formula searches a range and collects the value that matches the criteria specified. The format for an INDEX(MATCH()) formula can be found below:

=INDEX([Range with value to be returned],MATCH([Search value],[Range with value being searched],[0, 1, or -1 depending on search type]))

To pull the price in the example above using an INDEX(MATCH()), your formula would look like this:

=IFERROR(INDEX({Product Data | Price}, MATCH([Associated Product ID]@row, {Product Data | Product ID}, 0)), "No Match Found")

The {Product Data | Price} cross-sheet reference range looks like this:

3 formulas to look up data in Smartsheet (7)

The {Product Data | Product ID} cross-sheet reference range looks like this:

3 formulas to look up data in Smartsheet (8)

As noted above, we’ve also wrapped our INDEX(MATCH()) function in an IFERROR to show “No Match Found” if no matching Product ID is found for the row, so the formula returns the values in the Price column like this:

3 formulas to look up data in Smartsheet (9)

Pros:

  • Allows for changes to ordering of columns or deleting unused columns without breaking
  • Can pull values from columns to left or right of search value range
  • Faster for larger data sets
  • INDEX(MATCH(),MATCH()) can be used for dynamic matching of columns and rows
  • The total number of referenced cells is usually lower, helping to keep you away from the 100,000 total limit of cells referenced in cross-sheet references.

Cons:

  • Requires more than one cross-sheet reference for cases where reference data exists in a separate sheet
  • Limited to a single match criteria

INDEX(COLLECT())

An INDEX(COLLECT()) formula searches a range and collects the value that matches one or more criteria specified. The format for an INDEX(COLLECT()) formula can be found below:

=INDEX(COLLECT([Range with value to be returned],[Range with criterion],[Criterion],[Range 2 with criterion],[Criterion], etc.),[1 for row index to be returned])

To pull the price in the example above using an INDEX(COLLECT()), your formula would look like this:

=IFERROR(INDEX(COLLECT({Product Data | Price}, {Product Data | Product ID}, [Associated Product ID]@row), 1), "No Match Found")

The {Product Data | Price} cross-sheet reference range looks like this:

3 formulas to look up data in Smartsheet (10)

The {Product Data | Product ID} cross-sheet reference range looks like this:

3 formulas to look up data in Smartsheet (11)

As noted above, we’ve also wrapped our INDEX(COLLECT()) function in an IFERROR to show “No Match Found” if no matching Product ID is found for the row, so the formula returns the values in the Price column like this:

3 formulas to look up data in Smartsheet (12)

Pros:

  • Allows for changes to ordering of columns or deleting unused columns without breaking
  • Can pull values from columns to left or right of search value range
  • Usually faster than VLOOKUP, but may be slower than INDEX/MATCH.
  • Allows for multiple criteria to be used within COLLECT formula to match on multiple columns or create more complex criteria.
  • Allows you to provide the second, third, etc. matches by replacing the “, 1” at the end of the formula instead of always providing the first match.

Cons:

  • Requires more than one cross-sheet reference for cases where reference data exists in a separate sheet.
  • May be slower than using an INDEX/MATCH, especially if using multiple criteria.

Still need help?

Use the Formula Handbook template to find more support resources, and view 100+ formulas, including a glossary of every function that you can practice working with in real time, and examples of commonly used and advanced formulas.

Find examples of how other Smartsheet customers use this function or ask about your specific use case in the Smartsheet Community.
Ask the Community

3 formulas to look up data in Smartsheet (2024)

FAQs

What is the alternative to VLOOKUP in Smartsheet? ›

INDEX(COLLECT())

Can pull values from columns to left or right of search value range. Usually faster than VLOOKUP, but may be slower than INDEX/MATCH. Allows for multiple criteria to be used within COLLECT formula to match on multiple columns or create more complex criteria.

What is the difference between VLOOKUP and INDEX match in Smartsheet? ›

Here are the most significant differences. INDEX/MATCH is more secure because you can't change the column to be shown as you can in a VLOOKUP range. INDEX/MATCH is also structurally better because moving columns around won't break. VLOOKUP could show something completely different.

Can I do a VLOOKUP in Smartsheet? ›

You can use VLOOKUP to reference a cell from another sheet and look up a value from a table in another sheet. If VLOOKUP doesn't find a result, you receive a #NO MATCH error message. You also receive a #NO MATCH error if there isn't a number within the range that's greater than or equal to the search_value.

How do you analyze data in Smartsheet? ›

To access the Analyze data panel, you should:
  1. Go to any sheet and select the Generate with AI tools icon in the right rail.
  2. Select Analyze data from the list of available tools.
  3. Ensure you saved your changes, if you made any.
  4. Type your question or request into the prompt box that appears.

Is there a better formula than VLOOKUP? ›

In many cases INDEX, MATCH is superior to VLOOKUP. For example, If the values are cut under the column “Team” within the source table and pasted in Column G, nothing will change with the table on the right. This is because the combination of INDEX and MATCH works, even when the lookup value is on the right.

What else can I use instead of VLOOKUP? ›

What is INDEX MATCH? The superior alternative to VLOOKUP is INDEX MATCH. While VLOOKUP works fine in most cases, it tends to reveal flaws when you start using it in large and complex sheets. The INDEX MATCH formula is actually two different functions; INDEX and MATCH.

Is it better to use xlookup or INDEX match? ›

XLOOKUP can perform faster than INDEX MATCH in some cases, especially if you use the binary search mode. However, INDEX MATCH can also be optimized by using Excel tables or dynamic arrays. Formula flexibility. Both formulas are versatile, capable of handling various lookup scenarios.

What is the difference between VLOOKUP and Xlookup? ›

While VLOOKUP is limited to searching only in the first column in the specified table_array, XLOOKUP can look up values in any column, not just the leftmost one. This means XLOOKUP can easily perform bi-directional lookups without needing any data rearrangement.

What is the use of hlookup? ›

HLOOKUP stands for Horizontal Lookup and can be used to retrieve information from a table by searching a row for the matching data and outputting from the corresponding column. While VLOOKUP searches for the value in a column, HLOOKUP searches for the value in a row.

Can you use Smartsheet like Excel? ›

Think of Smartsheet as a high-powered tool belt, not just a hammer like Excel. While Excel is great for basic tasks, Smartsheet is like having a whole set of tools that work together. It's built for teams who need to keep track of projects with lots of moving parts.

What can Smartsheet do that Excel Cannot? ›

Smartsheet has flexible views to display data including grid, card (Kanban), Gantt, and calendar, empowering teams to work together with agility, speed, and accountability. Excel is limited to a grid view, which makes it difficult to plan, track, and report on key workflows.

Can Smartsheet pull data from Excel? ›

You can use the integration between Excel and Smartsheet to automatically load data from Excel into Smartsheet without requiring team members to access Smartsheet. This can be done using tools like Smartsheet Data Shuttle or using scripts and macros in Excel that automatically update data in Smartsheet from Excel.

Is Smartsheet a data analytics tool? ›

Solutions ranging from interactive dashboards for executives to forward-looking trend reports to exploratory data analysis charts can all be realized through Live Data Connector by Smartsheet.

How do I visualize data in Smartsheet? ›

You can add live charts as widgets on Smartsheet dashboards.
  1. To create a chart widget: On the right rail, select the + icon > Chart. ...
  2. Select your chart type. Now that you've chosen the data you want to chart, you can select a chart to visually represent your data. ...
  3. Chart types. ...
  4. Column types.

How to extract data from Smartsheet? ›

To export any sheet or report from Smartsheet for use in Microsoft Excel, select File > Export > Export to Microsoft Excel.

What is the replacement function for VLOOKUP? ›

INDEX & MATCH in Excel - better alternative to VLOOKUP
  • Left lookup with INDEX MATCH.
  • INDEX MATCH MATCH to lookup in rows and columns.
  • INDEX MATCH formula with multiple criteria.
  • INDEX MATCH with MAX, MIN and AVERAGE.
  • INDEX MATCH with IFNA / IFERROR.
Mar 22, 2023

What is the alternative to VLOOKUP in sheets? ›

In Google Sheets, XLOOKUP is a modern and flexible alternative for VLOOKUP, to find a value from a table or a list and then return a related result. The value that is returned from the formula. The value to look for in the Search range. A range that must contain the Lookup value.

What is the difference between VLOOKUP and INDEX match? ›

VLOOKUP must be utilized for looking into values from Left to Right. INDEX MATCH can look into the qualities from Left to Right as well as Right to Left. VLOOKUP just can query through vertical lines, for example, segments, and not through columns. INDEX MATCH can query values through lines as well as segments.

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