Retrieve Date from a Report to a different Grid Sheet

Mashael
Mashael ✭✭
edited 06/14/23 in Formulas and Functions

Hello everyone


I have a report view that reads from sheets A, B, C


I want this report view to copy the data to grid sheet called D


Is this possible?


thanks a lot !!

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Best Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    You cannot use a report to feed a sheet. You would need to use formulas on sheet D with cross sheet references to each of the other sheets to pull that data in.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Mashael

    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

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    You would need to have unique IDs on every row. Then you can use something along the lines of

    =IFERROR(IFERROR(IFERROR(INDEX({Sheet A Column To Pull}, MATCH([Unique ID]@row, {Sheet A Unique ID}, 0)), INDEX({Sheet B Column To Pull}, MATCH([Unique ID]@row, {Sheet B Unique ID}, 0))), INDEX({Sheet C Column To Pull}, MATCH([Unique ID]@row, {Sheet C Unique ID}, 0))), "")


    You can set up a copy row automation on sheets A-C to automatically copy rows based on a trigger.

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    You cannot use a report to feed a sheet. You would need to use formulas on sheet D with cross sheet references to each of the other sheets to pull that data in.

  • Mashael
    Mashael ✭✭

    Thank you for your input sir!


    Can you tell me what formula I can use to retrieve data from sheets A, B, and C into sheet D?


    And if new rows are added, can you copy them into sheet D without copying and pasting manually?


    Thank you a lot

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Mashael

    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

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    You would need to have unique IDs on every row. Then you can use something along the lines of

    =IFERROR(IFERROR(IFERROR(INDEX({Sheet A Column To Pull}, MATCH([Unique ID]@row, {Sheet A Unique ID}, 0)), INDEX({Sheet B Column To Pull}, MATCH([Unique ID]@row, {Sheet B Unique ID}, 0))), INDEX({Sheet C Column To Pull}, MATCH([Unique ID]@row, {Sheet C Unique ID}, 0))), "")


    You can set up a copy row automation on sheets A-C to automatically copy rows based on a trigger.

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