Moving Data from one sheet to another

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We have a 'Request for Quote' process where a customer will ask us to quote them on fabricating some weld work. We place this information in a sheet "RFQ" Sheet, with Unique Quote Number, Product Name, Start date, End Date, Company requesting quote name, Project Manager Name, Internal Project Manager Name, Outsource Needs, Amount.

If we win the bid I would like to click a YES/NO selection and then this information would need to migrate to another sheet that would be our "Awarded Orders".

Is there and easy way to do this?

Answers

  • Darren Mullen
    Darren Mullen ✭✭✭✭✭✭
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    @Rod Sanderson yes, use copy or move row automation that is triggered on your yes/no drop-down.

  • Rod Sanderson
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    Excellent TY for your quick response - will try build this in automation.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Rod Sanderson

    I hope you're well and safe!

    To add to Darren's excellent advice/answer.

    If you don't need/want all the information to be moved over you could use something like below.

    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 weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Rod Sanderson
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    Andre thank you SO much for your added response - can I ask you for further wisdom - how would you use VLOOKUP or INDEX/MATCH structure for example to pull say columns "Unique Quote Number, Product Name, Start date, End Date, Company requesting quote name, Project Manager Name, Internal Project Manager Name, Outsource Needs, Amount." from one sheet to another (sheet RFQ Received to ORDER PLACED) for example? What would you prefer to use? What are the advantages/disadvantages of the two diff approaches. Basic need is a workflow that once a customer asks for a quote and they accept the quote it goes from quote to Order and then will move from 'dream' to actual and move to another Assigned person. Thoughts ...