Pull data in an column from master sheet if a check box is checked

Carolinelpv

Hi,

I have a master sheet called "a_Portfolio Master" and a new sheet called "Country". The portfolio master has many lines.

Column 3 of the master sheet contains a checkbox. When the checkbox in column 3 of the master sheet is checked, I would like to copy what is in column 2 of the master sheet into column 2 of the new sheet and do that for every row of the master sheet. If the checkbox is not checked in column 3 then column 2 of the new sheet should say "no match".

Thanks a lot!

Andrée Starå

Hi @Carolinelpv

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 weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Carolinelpv

Hi Andrée,

Thanks for responding to my question! A helper sheet seems like a great idea and I see on other posts that you are recommending this solution for a number of issues. So I definitely would like to try it!

Would you have a link to where you previously described your method?

Have a great day!

Caroline