Hi Team, would like to know is it possible to vlookup from other sheets of another workbook? or is there any option?
In an use case of Invoicing, I would like to bring the client details automatically from Client sheet of another workbook.
Similarly, I would like to do sumif from a sheet of another workbook to show total sales / stock etc.
Hi @Chandrasekhar_D ,
As of today it is NOT possible to write formulas with cross-workbook references. However, given your requirement will request you to explore Relationship fields & Lookup/Rollup fields in SSDC.
More details in this thread
Thanks for the update msiraj.
I gave a reference of another cell and made that column as related row, rest of the Relationship fields are not getting reflected based on the value.
Eg: Workbook1 / Sheet1 (Invoice Sheet) = I have made cell C7 as related field from client table. We can select relevant customers based on client table.
Workbook1 / Sheet2 = Column B is Related field of client and column C to E, I have given related field look ups. Reference data is extracted correctly if I select particular client name in column B.
Now, I have changed Column B to [=Invoice!C7] to refer to client name n Workbook1 / Sheet1 (Invoice Sheet). But related fields are fetched even the client name is appearing.
Is this something workable?
Fetching lookup fields over a formula-computed relationship field is NOT supported as of today.
If usecase is to restrict the relationship rows ( i.e. Client rows ) that can be possibly set for a relationship field-value ( column B) in Sheet2, then as part of column B configuration you can select a particular Client worksheet-view which has the necessary filter/sort criteria set.
More details here: Filter and Sort Related Row Selectors by View