How to fill of data automatically via Master sheet to Child Sheets?
Hi,
I have a scenario where I have a Master Sheet that is attached to a request form.
I have more than 1 child sheet attached to this sheet. Not I want rows of these child sheet to be filed up depending on the text entry of a column in the master sheet.
I tried VLookup, Index Match but not working it just fetches out the data only from the very first row.
I tried =MATCH("name in Assigned
To - Name", {AssignedTo}) for first column and
=INDEX({Doc#}, MATCH($[Assigned to -Name]@row, {AssignedTo}), 0) for Other columns
Master sheet columns
Child sheet columns
I need that when any name in the Assigned to column is entered, the other columns of the child sheet attached for that particular person get populated with respective data in the columns.
Thanks
Prajna
Best Answers
-
Hi @Prajna Jain
The simplest method would be to add an auto number column to the main Master Sheet and then add a so-called helper column in the other sheets where you add the numbers manually for a range longer than you need and use that for the INDEX/MATCH or VLOOKUP.
Make sense?
Would that work/help?
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!
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.
-
Glad we got it working!
✅Remember! 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!
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.
Answers
-
Hi @Prajna Jain
The simplest method would be to add an auto number column to the main Master Sheet and then add a so-called helper column in the other sheets where you add the numbers manually for a range longer than you need and use that for the INDEX/MATCH or VLOOKUP.
Make sense?
Would that work/help?
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!
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.
-
Andree,
Can you help dummy what you are suggesting I have shared column that I am using in my question?
What that I am unable to get on to a formula which can check the Name in the Assigned to column of Master sheet and basis that copy it to the child sheet.
Prajna
-
Glad we got it working!
✅Remember! 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!
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.
-
Indeed Andree, thanks for the timely help. 🙂
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