how can I copy content of 1 column in report into a different sheet

Hi All!

I am looking for a solution that will automatically copy the content of one column into a column in a different sheet.

Is there a way to connect a report to a sheet in a way that will allow Smartsheet to automatically copy the data in one report column to column in a sheet?

To give a little background: I have a Project Plan from which I pull selected deliverables to a WPL report. Now that WPL report has 1 column that I need copied into RACI. The amount of items in that column will be changing during the project lifetime. (printscreen of all files below)

In short I need a way to make sure that all items listed in WPL report will be visible & always updated in RACI. Is that possible?


Thank you all in advance for help!

Best!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @

    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

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