Copy and Add by Criteria in DataMesh

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Evani
Evani ✭✭
edited 01/13/25 in Add Ons and Integrations

We have the Data Mesh add on. I'd love to be able to "copy and add" (automatically add new rows from one sheet to another) based on certain criteria. In this way, everything added to the new sheet is filtered by what I want. In this way I can manage all my requests in one sheet, and have it copy to other sheets by client, or by product, or by date, etc.

Best Answer

  • Isis Taylor
    Isis Taylor ✭✭✭✭✭✭
    Answer βœ“

    @Evani I believe you can accomplish this by creating a filtered report and then setting that report as the Source for your Data Mesh configuration.

    Isis Taylor

    πŸŽ“οΈ Core App and Project Management Certified πŸ…

    🌟Peer Connect, Mobilizer, and Early Adopter Program

    Business Analyst Senior

Answers

  • Isis Taylor
    Isis Taylor ✭✭✭✭✭✭
    Answer βœ“

    @Evani I believe you can accomplish this by creating a filtered report and then setting that report as the Source for your Data Mesh configuration.

    Isis Taylor

    πŸŽ“οΈ Core App and Project Management Certified πŸ…

    🌟Peer Connect, Mobilizer, and Early Adopter Program

    Business Analyst Senior

  • Evani
    Evani ✭✭

    Thank you! I didn't realize we could pull data from reports