Pull Data from Master sheet to another sheet

10/29/19 Edited 12/09/19

Hello,

I have a master vendor list sheet that contains a checkbox column for vendor type.  I would like to create a new sheet that pulls over just the vendors that have the vendor type column checked.  I need a separate sheet so I can use it for widget in my dashboard.  I don't want to filter or sort the main master vendor list.  Does anyone have suggestions on how to go about doing this?

I appreciate any assistance.

Miki

 

Comments

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Have you looked at creating a Report?

    thinkspi.com

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Miki,

    It sounds to me like a report would work for your use case or connecting the sheets with cross-sheet formulas or cell-linking.

    Would any of those methods work?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Yes, I need to work with the data to build a dashboard and using a report has it limitations.  For example I can't use the metric widget from a report.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Ok. How many vendors do you have, and how frequently does the number of checked off vendors change?

    thinkspi.com

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Also... What is the purpose behind specifically using a Metrics widget on the dashboard?

    thinkspi.com

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    To add:

    Another option might be to use the third-party service, Zapier, to copy the information to the other sheet.

    Is that an option?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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