Copying Subset of Information vs Copying a Whole Row

Jeanna Wright

Our team is creating a process in which a subset of information from one sheet must be copied to a different sheet. What are some options to do this? I have considered a helper sheet with index and match formulas, data shuttle, automations, etc. Please advise the best practice for this.

Andrée Starå

Hi @Jeanna Wright

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.

Edit: I noticed that you probably were thinking about the same solution already. That would be the one I'd recommend.

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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Jeanna Wright

Thanks Andree. We will have some challenges to think through but we were also thinking this may be the solution. I just wanted to see if there were solutions I wasn't considering. Thanks for your help.

Danielle Wilson

@Jeanna Wright DataMesh might be helpful to consider as well! That's usually what I use for formulas depending on the situation when I'm trying to do something similar.

Andrée Starå

@Danielle Wilson

Yes, I agree DataMesh could be an excellent solution too.