Sharing data between sheets

I created a worksheet to track my service tickets. One column has a checkbox indicating that the work is to be accomplished by a subcontractor. I want to create a new worksheet (not report), that tracks the status of subcontractor work.

My thought is, when the checkbox on the primary worksheet is checked, part of that work order information is copied to the subcontractor sheet where there are status checkboxes. Once the "work completed" box is checked, it is reflected back to the primary worksheet as completed. (via a checkbox/date combo).

Can I do this?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @randally

    I hope you're well and safe!

    You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

    Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.

    To connect them row by row, you'd use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row id on as many rows as you think you need in the Destination sheet.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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