Pulling data from two sheets

alexandra.richardson

Hi! I have two different sheets that I use for tracking with two different teams. There are some projects that both teams need to work on and I want to pull information from the 2 separate team trackers into 1 joint tracker that shows only the projects relevant to both teams. I'm thinking I could do some kind of search function that if one team's tracker mentions the other team in their project description, that could be an indicator that the project should also populate to my third new tracker, and vice versa for the other team. Is there a way I can do this? I'm having some difficulty with an index/match formula. Thank you!!

Paul Newcome

Have you looked into creating a row report?

alexandra.richardson

I haven't - can you talk me through what this is and how I would do that?

Paul Newcome

https://help.smartsheet.com/learning-track/smartsheet-intermediate/reports

Genevieve P.

Hey @alexandra.richardson

If the link above hasn't helped, here's a free webinar that goes through creating Reports: SmartStart: Reporting

There's a separate webinar to go through Grouping and Summary in Reports as well, if you're interested: Redesigned Reports with Grouping and Summary Functions

A quick overview:

When you're in a folder, click "Create" then choose "Report" from the dropdown.

Make sure you choose "Row Report" which looks at the rows of a sheet versus the Sheet Summary Panel

Then in your Report the first thing you do is select the Sheet(s) to pull from. Pro Plans can only select one sheet, but Business and Enterprise plans can consolidate information by selecting multiple sheets.

Then you select the columns to show and how you want to filter the Report.

This should get you started!

Cheers,

Genevieve