What is the correct approach?

swightman

I am trying to pull certain data from one sheet into another. If the data in a column meets a certain criteria (i.e. apples or oranges and not pears and bananas) then I want that data pulled from the main sheet into another sheet with the data and the product number. This data can change from day to day and what to keep the data up to date in real time without manual intervention. How would I accomplish this?

Paul Newcome

Are you able to provide some screenshots for context?

Andrée Starå

Hi @swightman

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.

To connect them row by row, you could 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 need in the Destination sheet. (we could also structure a solution using the INDEX feature to collect the unique id and then use that to collect the rest of the information)

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

@swightman

More info.

https://help.smartsheet.com/function/index

https://help.smartsheet.com/function/match

https://help.smartsheet.com/function/vlookup

Paul Newcome

@swightman Have you looked into creating a row report?

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