Connecting three sheets?

hannah_johnson
hannah_johnson ✭✭✭
edited 04/10/25 in Formulas and Functions

I have two sheets managing separate projects but with the same column headers. I want to create a third sheet where I can reference BOTH of the projects - pull their task name, their person assigned, other information. Is there a way to bring together from both of these other sheets?

Specifics: I want the row from either of the two project sheets to show up in the third sheet. I want it to update when dates or person assigned changes (there's several date fields in the row- this can't be static).

Sheet 1: Task X, Assigned to Y.

Sheet 2: Task Z, Assigned to A.

Sheet 3:

Sheet 1, Task X, Assigned to Y

Sheet 2, Task Z, Assigned to A.

Thanks!

Answers

  • Kerry St. Thomas
    Kerry St. Thomas Community Champion

    I'd suggest that Sheet 3 doesn't need to exist. Instead, create Report 1 that includes information from Sheet 1 and Sheet 2. Since it is essentially a window through which you see the underlying sheets, your Sheet 3 is describing the functionality of a Report. You can surface either "Sheet Name" on your report or add a column (Project Name) to each sheet and surface that, so that people can keep track of which is which.

    Good luck!

    If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!

  • hannah_johnson
    hannah_johnson ✭✭✭

    I would love to have it that simple, Kerry. I need to send email reminders across the sheets - really what I'm trying to do here is power query adjusting the data from the two sheets into a simpler view of key fields. I think I'm overthinking it, or at least trying to make Smartsheet do something not typical.

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