How Do I Pull Specific Columns of Data From One Sheet to Another if it Meets a Criteria

clemai

Hello All,

I am brand new to master sheets and was hoping to get some help. I was tasked with pulling data from one master sheet to a new sheet with only selecting certain data in columns. In the master sheet that I am pulling from there is a column all the way at the end that are labeled "Yes" or "No". I need to only pull the data from the rows that have the "Yes" Criteria and ignore the rows that meet the "No" criteria.

Also on the original master sheet it doesn't have the exact format as the new sheet I am entering. I only need to pull data from 7 columns on the master sheet compared to the 13 that are listed. If someone could give me a formula on how to input the data into the columns I need by meeting the "yes" criteria that would be much appreciated! Below are screenshots of the sheet I need to pull data into and the master sheet respectively.

Paul Newcome

My last post includes a link to an article and training video that should help get you started.

Paul Newcome

Have you looked into creating a row report instead?

https://help.smartsheet.com/learning-track/smartsheet-intermediate/reports

.

clemai

No I haven't, how would I do that?

Paul Newcome

My last post includes a link to an article and training video that should help get you started.

clemai

I'll check it out. Thank you very much!

Paul Newcome

Happy to help. 👍️

clemai

Hi Paul,

I have been having issues creating the row report because I only have the free license to Smartsheet. I'm an intern for the summer so the company is not willing to pay for the full license. Are there any other workarounds I could do?

Paul Newcome

Are you going to be manually adding data to this second sheet after the rows are pulled over, or is this strictly a "different view" of the same data?

clemai

It's a different view of the same data

Paul Newcome

In that case you will need to insert a helper text/number column (called "Number" in this example) and then manually enter the numbers one through however many you think you will need (plus a few extra as a buffer just in case you underestimated).

Then you would use this formula:

=IFERROR(INDEX({Column to pull over}, Number@row), "")

clemai

Hey Paul,

I wanted to send an update that I was able to get the full license and the row report worked like a charm. Thank you very much for your help. Have a great day!

Paul Newcome

Happy to help. 👍️