Copy Data from Src to Dst Sheet

Options

Hi Folks,

I know this topic has been discussed before but as I am new to Smartsheet, I still have some confusion working with formulas in SmartSheet. This example would help clarify my confusion.

Scenario:

I have a Src Project sheet (screenshot below) which I am using to track a Project. I've created another sheet (Dst Sheet), which I will be sharing with the team, that I only want to include the WBS and the Tasks associated with that ID.

Src Sheet:


Dst Sheet:

My ask:

I am looking to pull only the WBS tasks in the execution phase (so WBD ID of 3 or higher) into the Dst Sheet. I created the Cross Sheet Reference links and tried using the Index/Match formula but no luck.

Any help is appreciated!

Best Answer

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
    Answer ✓
    Options

    Hey @PerDeSi

    Have you considered using a report rather than a sheet? You create a report with only the columns you wish, using the filter criteria you need. Unless you're using WorkApps you will need to share the underlying sheet however a report typically works for most people.

    Would this work for you?

    Kelly

Answers

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!