Filling in information on Numbers

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Level 1

4 points

Filling in information on Numbers

I am making a business template. On one page, I have my invoices. If I type in the customers name, I want it to automatically pull their information from a different page.

For example, on the “Invoices” page, if I type the name Sally, I want it to pull the client information from my “client list” page where I have typed their address/phone number.

I have tried IF and LOOKUP and MATCH, but none of those functions are doing what I am looking for (or I am typing it incorrectly)

MacBook Pro 13″, macOS 15.1

Posted on Dec 26, 2024 3:51 PM

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Answer 1

Top-ranking reply

Yellowbox

Level 7

21,939 points

Dec 27, 2024 1:04 AM in response to HEN8

Hi HEN8,

The function XLOOKUP will work.

I suggest you use a Client Number as your lookup, rather than Sally (there are two Sallys here!)

Enter Client Number in Invoice B1.

Formula in B2 is XLOOKUP(B$1,Clients::A,Clients::B,"Not Found",0,1)

Fill down.

Formula in B3 is XLOOKUP(B$1,Clients::A,Clients::C,"Not Found",0,1)

Formula in B4 is XLOOKUP(B$1,Clients::A,Clients::D,"Not Found",0,1)

Formula in B5 is XLOOKUP(B$1,Clients::A,Clients::E,"Not Found",0,1)

Regards,

Ian.

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Filling in information on Numbers

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