How to include existing data in a 'copy new row' automation.

Alex Hackford

Hi! I have a use case where sheet A needs to aggregate data from sheets B, C, D, etc and was going to set up an automation to copy any new rows from sheets B, C, D, etc. to sheet A as specific criteria is met. My question is, if I already had data on sheets B, C, D, etc. how do I get that to copy over to sheet A? Do I need to just manually copy/paste or is there another way to automate that?

As I type this now I'm also wondering what the benefit of this type of automation is over just creating a report that would replace sheet A?

Andrée Starå

Hi @Alex Hackford

I hope you're well and safe!

If you use a report to look at multiple sheets it will not be collected together on the same rows.

If you want to aggregate data you could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet it will reflect on the destination sheet.

Would that 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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