Auto-populating a sheet with filtered data from another
All,
I'm hoping someone can suggest a solution.
I am trying to reduce the amount of time spent re-entering data about upcoming bids from one spreadsheet to another. My company has a master list of bids over the fiscal year and every week my boss produces a separate sheet of just the upcoming bids that he can then use formatting on (higher ups don't want the formatting on the master list). It takes time and things can be missed.
Is it possible to code a destination sheet such that it will auto-populate all rows with bid dates in the future off of the source "master" sheet?
Reports seemed an easy answer, but you cannot format a Report independent of its Sheet.
I've tried using =IF({Master Job List Bid Date} > TODAY(), {Master Job List Name}, "") and get Invalid Operation. I've tried cell linking the primary column & using VLOOKUP to populate the other columns, but that doesn't seem to capture new bids being populated at the top of the sheet.
Is what I'm attempting possible?
Comments
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Hi Joshua,
I think that something could be set up with a service like Zapier or similar. Rows that your boss need could get copied over automatically to another sheet.
Another option could be to manually copy the rows to another sheet.
Would one of these options work for you?
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant @ Get Done
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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