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Storm Saul

Hey Guys, i am looking for a way to have vital data show up from one sheet onto another. I am using 6 sheets to keep track of project data. Each individual line in the sheets has all of the data for one project. In this line is a check box that states "Ops Scheduled". I need a way to have projects lines that do not have the box checked show up in a different sheet. The idea is that operations can look into this sheet and schedule the projects out . I have attempted a vlookup but i am getting the error code invalid data type". The formula i tried is =vlookup("0", check box column reference to other sheet, Project name column reference to other sheet) I have tried "1", "True" and "False" but none of these are getting me past the error code. Is vlookup the proper function to use for this or should i try something else? if vlookup will work what is the right formula to get it to work? 

 

Andrée Starå

Hi,

Have you thought about using reports instead?

Would that work?

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done

Tukee

Have to agree with

Andrée Starå

What you are trying to do is exactly what Reports was designed to do. You select the 6 sheets in the left most column, see below, you can add the people if you wish in the WHO? column, then for the WHAT? column you are leveraging your checkbox which works out perfectly and you will have a report you can share or publish out to the schedulers. Should only take a few minutes.

Storm Saul

Reports are a great tool but unfortunately i cannot add/edit data in a report. The way I've set our system to work is that every salesman has an input sheet that they put project data into. These sheets hold all of the project data, i have built several dashboards and reports that read the data out of these input sheets and show the relevant data for who they are built for. I now want to incorporate operations into the mix. Id like to link the data that the salesmen input into operations sheets. This way we can avoid inputting the same data twice. The operations team needs the base data (project address, contact info, projects data such as manufacturer and system type) to show up, but i need to add additional columns to this data that they can then manipulate (construction phase, assigned superintendent, assigned foreman, close out details etc.). A report will show the base data but will not allow me to add columns etc as far as i know for the ops team to manipulate. Does anyone have a suggestion on this? 

Andrée Starå

Hi again Storm,

Have you looked at Zapier? 

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done