How do I copy the info from the cell above if criteria are met in another column?

Tammy D

What I would like to do is create a formula that will copy the information in the cell above it if the 'X-code Details' is chosen in the pick list in the column next to it. If General Run Details is indicated, want the entry to remain. I know there has got to be an easy solution to this, I just can't find it and AI is not helping me out on this one. TIA. Tammy

Kerry St. Thomas

Based on this, it seems like there's some kind of ancestor/child relationship between the General Run Details and X code Details. If that is indeed the case, consider using that indentation functionality (so that you can use PARENT() as part of a formula for a reference). Whether or not that's the case, I'm thinking you will need a third column to provide the output, SEPARATE from the highlighted column itself (which seems to be a manual entry column - you don't want to mix formulas and entry in the same column for scalability reasons).

The logic for your formula is going to basically be IF DetailColumn@row="General Run Details" then HighlightedColumnCode@row; if not, then PARENT(HighlightedColumnCode@row) or some version of index/match to get that value.

Good luck!

Tammy D

Thanks Kerry — I will give it a try. I am using forms to populate these columns, is there a way to build the indentation into the form or a way to do that automatically in a formula (i.e. if the left column is "X code Details" then indent and etc)? TIA