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Pull data from one sheet to another
I have a sheet that contains a list of expense transactions. In that sheet, I have a checkbox column and if the expense is tax deductible, I check that box for that line item.
I would like a new sheet to pull over and list just the transactions that are checked as deductible. So that what I end up with is a list of tax deductible expenses.
What is the easiest way to do this?
Comments
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Hi Jill,
I would suggest that you create a report or a filter if you just need to see the deductibles. Would that work for you?
I hope this helps you!
Merry Christmas!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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