I need to create a subset of the data on one sheet that can be actioned and then linked back.

Darla Brown
Darla Brown Overachievers
edited 06/05/23 in Formulas and Functions


I have one sheet that is a listing of all commissionable groups. The team processes the commissions from this sheet. Of those, there is a subset of agencies that we prepay 50%. We want to create a separate actionable sheet that pulls the data from the commissionable group sheet for only those we prepay. Once those payments are made, that data would be linked to the commissionable groups sheet.

At first, I thought I could use DataMesh, but I can't filter the data. Would the best practice be to just create 2 sheets with the same information shuttling in but filter the agencies for prepaid? I don't want to create a report. It needs to be 2 sheets.


Darla Brown

What you meditate on, you empower!

Overachiever - Core Product Certified - Mobilizer - EAP


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