Hi all,
This is my first post, I hope you can help me:
We have created a form that populates essential data on projects, and we have created some sheets for different purposes. For instance, we have one for membership, one for tracking progress, and one for contacts. All of them have several columns that are the same, and the data is taken from the form, but we don't want to copy all the data in the form into each of the sheets, just a few columns that help us identify them, such as the region, local authority, name of the project and manager.
Master sheet (the form)
Destination sheet
In the past, we used cell linking, but every time a new project fills the form, I have to add a new row in each sheet and link the new cells, which is cumbersome and prone to human error, so I was trying to find an alternative way of copying the information from these cells only into all the others, and also link them in a way that if the project changed name or we assigned a new manager, the change is recorded in the master sheet and it would automatically change it in all the rest.
I thought a solution could be to use reports and use the form as the master sheet, but then we would not be able to add new columns to the reports, unless we add them to the master sheet. This would make the master sheet really big and difficult to manage. Any tips on that?
I also read about cross sheet references, which would mean every time a new row is added, the data is added in others, but so far all I could find uses formulas, whereas I just want the same information copied across.
And a third way is to use workflows, so every time a new row is added to the master sheet, it is copied across to all the others. The two cons are that it can only copy the whole row, not just specific columns, and I don't think they get linked so that if I change the data in the original sheet, it is reflected in the others.
Any help with this would be much appreciated!