How to synch two sheets
Hi...hope I can make myself clear on explaining my needs:
I have one main sheet created, this one's data is feeded with a form, so rows are automatically created each time the form is submitted. I need to filter from this mainsheet, certain rows and make them available in a second sheet that should be feeded by the rows that are automatically created on the first sheet. I need:
1- rows on the second file to be automatically created and updated based on the first file, as soon as a new row is created on the first - then on the second should get populated as well
2 - filtered criteria NOT able to be changed, meaning that I need that filtered view to be static always.
3 - columns' names are different from one sheet to another but the data is the same, for example in sheet one column name is A) Owner name - within second sheet, column name is Tracking actions lead, but the data in both field would be - John Banks, for example.
Answers
-
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.
-
@Andrée Starå thanks!!!! I'll try that, I was trying to use the data mesh but seems is not intended in this type of cases. I'll let you know the outcome.
Regards!
-
Excellent!
You're more than welcome!
✅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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.4K Get Help
- 424 Global Discussions
- 221 Industry Talk
- 462 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 144 Just for fun
- 59 Community Job Board
- 463 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 300 Events
- 39 Webinars
- 7.3K Forum Archives