How do I move certain values from one sheet to a different sheet?

Vivre Belle

My attempt:

Step 1: Sheet #1 get populated with new values (via a form submission(s))

Step 2: When Sheet #1 has a new value/row, only certain columns get populated into Sheet #2(i.e. ID number, case name, details)

I tried the automation feature, but the whole row gets copied. I want it so that only certain information/columns get populated in the new sheet.

Is this possible?

Andrée Starå

How do I move certain values from one sheet to a different sheet?

Vivre Belle

Jun 17, 2024

My attempt:

Step 1: Sheet #1 get populated with new values (via a form submission(s))

Step 2: When Sheet #1 has a new value/row, only certain columns get populated into Sheet #2(i.e. ID number, case name, details)

I tried the automation feature, but the whole row gets copied. I want it so that only certain information/columns get populated in the new sheet.

Is this possible?

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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 day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Vivre Belle

Thank you for your response! I haven't tried any of these formulas or methods before. Which method do you feel is more effective and seamless?

Andrée Starå

Vivre Belle

Jun 18, 2024

Thank you for your response! I haven't tried any of these formulas or methods before. Which method do you feel is more effective and seamless?

Happy to help!

The simplest would be to copy the row over and hide what you don't need.

Make sense?

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!