Formula for Moving Specific Columns from one sheet to another
Hi Guys
I have a few smartsheets that I'm working on.
1.Master Sheet
2.Construction Phase
3.Completion Phase
All these have some specific same columns. The data will be initially entered in the Master Sheet which will have a column " Next Phase" with a drop down list. Once someone changes the next phase to Construction phase I want some of the columns to move to the Construction Phase Sheet.
The Automation to Move rows do not work as it moves all the columns to the other sheet and hiding them is an option but that would be more work.
The Workaround I found for this is to have a bridge sheet for each of my sheets and then do a move rows automation to that bridge sheet when the Next Phase column changes. Then have an unique column called the "Entity Number" and then do a cell linking from the bridge sheet for the Entity Number to the Actual Construction Phase sheet with a Vlookup function to pull up all the other specific needed columns.
(Master Sheet -> Bridge Sheet (by move rows automation)-> Construction Phase(by cell linking and Vlookup)
This works well but unfortunately cell linking does not work for empty cells. So I'm not sure how a new entry would automatically move from one sheet to another.
Please Help.
Thank you!
Answers
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I hope you're well and safe!
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
✅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.
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Yes I initially tried the VLOOKUP with the search value as the Entity Number(Unique column) from the bridge sheet and also the lookup table from the bridge sheet. It works when I reference a single cell as a search value from the other table. Is there any way that I could pull up the entire entity column from the other sheet without using cell linking? As cell linking does not identify new rows added.
Thank you
Your help is much appreciated
Vani
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Hi @Vani Narayanan - did you figure out how to do this? I have a similar project that I am working on and cant figure out the right formulas. Thanks!
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I hope you're well and safe!
Apologies, I did not see your reply. Yes, you can structure it with cross-sheet formulas and a RowID.
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
-
I hope you're well and safe!
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
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