How do I copy date from a sheet to report.

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ISSUE: once we have entered the data on our intake form it auto populates an Audit date column.

We would like to automatically have that date copied to another report.

Thank you ,

Alfred

Answers

  • Austin Smith
    Austin Smith ✭✭✭✭✭
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    @alfred

    This is certainly possible with certain parameters. Can you submit screenshots for context?

  • alfred
    alfred ✭✭✭
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    Hi Austin yes let me get some screen shots for you.

  • alfred
    alfred ✭✭✭
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    Hi Austin, in pic TAAR1 the Audit Date is populated from an intake form.

    Then we want that date to auto populate to the corresponding Client, State, property and account in the following report.


  • Austin Smith
    Austin Smith ✭✭✭✭✭
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    @alfred

    A couple of issues may arise with these solutions, but I do something similar for equipment and inventory mgmt. Hopefully one of the options helps.

    If you're okay with the date showing only the most recent date for that client at every instance (so every instance that client 111222 filled out the form) =iferror(vlookup([client TAAR2]:[clientTAAR2], [client TAAR1]:[date TAAR1], column number, false), "-")

    The most likely answer to finding a date if you need to use multiple criteria is nested collect functions. Will work on a solution. Maybe someone else will show up with it faster.

  • alfred
    alfred ✭✭✭
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    Hi Austin,

    This gives me something to work with, thank you and have a great weekend.

    Alfred

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