Linking sheets

Audrie DeRouen

Hi, I am linking a master sheet to a smaller sheet and I want a formula that will look at the master sheet and add new rows on the smaller sheet if there are some. It will update the linked fields. I am jsut trying to avoid manual work.

thank you

Andrée Starå

Hi Audrie,

• You can use the copy-row automation and a combination of VLOOKUP or INDEX/MATCH.
• Depending on your specific process, it could also work with only a combination of VLOOKUP or INDEX/MATCH.

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Audrie DeRouen

HI Andrée,

Thank you for responding and it worked, thank you. But what about adding the additional rows on the main sheet to the destination? I tried to add that and it worked but when I deleted a row, the destination sheet did not delete the row.

On another note is there a way that I can track changes on the source sheet that will work on the destination sheet also?

thanks

Andrée Starå

@Audrie DeRouen

Happy to help!

The row wont delete on the Destination sheet, but it will not show any data because there isn't a MATCH.

Make sense?

Re. On another note is there a way that I can track changes on the source sheet that will work on the destination sheet also?

Not sure I follow! Can you please elaborate?

Cory Morris

I love this idea. I have a master list of my customers, and I'm trying to create a sub-sheet that I can use to track interactions. I want to just have a form that I can use to input customer interactions in the sub-sheet, but uses the account information from the main sheet, like Account Name. Where would I go to figure out how to do that?

Thank you!

Andrée Starå

Hi @Cory Morris

Here’s more information about VLOOKUP and INDEX/MATCH.

https://help.smartsheet.com/function/vlookup

https://help.smartsheet.com/function/index

https://help.smartsheet.com/function/match

Let me know if you have any more questions.

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!