Auto copy cell content to another sheet

I am creating a training tracker which is modular based so separate sheets for each module which will then in turn contain the course, dates etc. Is there a way that I can auto populate the details of new names that I add into sheet 1 into sheet 2,3 and 4? Cell linking does not work so feels link a column formula is needed but cannot seem to find a cross sheet formula that will work. So copy names from sheet 1 to identical columns in sheets 2, 3 and 4

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Anthony R

    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.

    Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.

    Would any of those options work/help?

    I hope that helps!

    Be safe and have a fantastic day!

    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.

  • dave619
    dave619 ✭✭✭

    @Andrée Starå Hello - I've seen your response many times as a solution for this. Can you please explain how to do this? I have the source sheet (sheet 1) where I only need specific data(columns) from each row copied to another sheet. This source sheet is constantly being updated with new rows being created (via Smartsheet form). And every time a row is added, I only need certain info from that row to be copied to another sheet (sheet 2).

    Will your solution work for this? The easiest workaround I thought of was use the copy row automation and then hide the columns I don't need in the destination sheet (sheet 2). Perhaps your way is cleaner.

    Any help is appreciated. Thank you.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    The copy row and hiding unnecessary columns is actually going to end up being the most efficient method. Is there a reason you need these on other sheets as opposed to creating reports?

  • I have the need for this same functionality. Copying rows and hiding is impractical as my main sheet A is getting large (and slow), and a colleague wants to track a separate process on a secondary sheet B, containing only 8 columns. For that to happen, and for VLOOKUP or INDEX/MATCH to work, there would need to be a common cell in both sheets.

    Is the a function to put in sheet B that references all values in a certain column in sheet A? Then Index/match would work perfectly.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @johngraham78

    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.

    Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.

    To connect them row by row, you'd use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row id on as many rows as you think you need in 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 support the Community by marking it Insightful/Vote Up, Awesome, 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.

  • Hi @Andrée Starå , thanks for the input. Sheet A will have an autonumber, and so I'm leaning on having the same thing in sheet B. The only issue is that sheet B will have many more rows than needed, but a report can easily condense that.

    The easiest solution would be if smartsheet supported the copying of certain fields/columns from one sheet to another.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @johngraham78

    Excellent!

    Happy to help!

    Also, I agree that it would be amazing to have that feature.

    Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

    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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