Microsoft Lists Tutorial: How to Connect Data Between Lists with Lookup Columns (2023)

very helpful and clearly presented...I have subscribed Thanks

@your365coach Thank you for the great video! How would I take this a step further? For example, how could I track the status for each of the items the customer ordered as shipped or not shipped?

Is there a good way of linking lists between sites? Let's say, in addition to managing customer orders, I also want to manage customer contracts in SharePoint, and of course, I want to include a lookup column that links the Customer in the Customer List to the Customer Contract in the Customer Contract Document Library. It seems I'm stuck with 2 bad options: I either put the Customer Contract Document Library in the same site as Customer Orders, which isn't ideal from a permissions standpoint; or I create a duplicate Customer list in the Contract Management site, which creates a data integrity headache. I can't seem to square the circle between maintaining a separation of concerns with the need for cross-department collaboration.

One thing to be cognizant of with lookup list is that you don’t want to delete items. If you do the data will disappear from the list you are looking up from as well. This applies to all previous items saved. That being said the choice data type may be a better option or you need to add and Active column and a calculated column in your lookup list to filter out inactive items.

Hi Scott, your video covered almost everything I need for a project I was asked to create. One thing your video didn't cover is item quantities within the request. If my product lists item names and quantities, how can I modify the principles of your request system to allow a customer to select a quantity of items and then show an updated total of the quantity available? For example, I have mugs as an item on my product list and I have 500 of them. If a customer requests 10 of those mugs, I want the request list to have a column that calculates my remaining number of mugs, which would be 490.

Thank you for the very clear explanation. Super helpful! Question: I was hoping to use the values from one SharePoint lookup in a formula. However it seems like SharePoint lists doesn't allow you to use formulas with lookup columns. Is there a workaround for that? Surprising that would be a limitation. Admittedly I'm new to SharePoint lists and may not know how. Either way thanks for this super helpful video.

Hi, Thank you for this. Quick question, when the look up is done, and you 'edit in grid view' which then gives you the drop down options for what you want to copy over to this list... Cant that be skipped and ensure its all done automatically? Where a new row is populated in list two, when a new row is added in list 1? Hope that makes sense

Thanks! Through the customer list we cannot click on a link taking us to the orders for that specific customer right? I mean directly using lists. I know we can do through powerapps etc but native lists the two way connection is not possible or?

Hi, thank you very much for the video. I have a situation like this that I want to do, for example, I have two tables, if I look at the first 4 columns in the first table and match the 4 columns in the second table, I want to take the value from the second table and automatically write it to the first table, how do you think I do?

can I use lookup with conditions?

thank you for great tutorial. why some of column in Customer name List does not appear. for example internal account. Please assist me

Is it possible to use this with automated import ? Because at the moment i can only attach them manually by clicking on them. Is there a way that it will detect the unique name and attach it automatically ?

Perhaps I am sort of old school, but why not use a database for this? Also, wouldn't you want the invoice amount to be calculated from the price of each item multiplied by the quantity?

would love to lookup active directory based on email addresses and populate columns with AD information i.e. department, home office, etc.

Is there a way to lookup an image for product category

Is there a way for us to filter certain product for a certain Customer? For example, product shown for customer A will be for 1,2 and 3, and for customer B the product shown will be 4,5 and 6.