Auto-populate data from one sheet to another


The set-up: We have a Finance sheet that is entirely written over with fresh data once a week by an integration from an external data source. This data is pushed out to various locations based upon look-ups on those destination sheets.

Col 1: Client ID

Col 2: Client Name

Col 3: YTD Revenue

Col 4: YTD Profit

The problem: I have a new Sales Tracking sheet where I would like to tie the client ID from the Finance sheet to a list of sales people on a Sales look-up form. How do I get the Customer ID column from the Finance sheet to automatically populate to the Sales Tracking sheet so the vLook-up can work to pull in the sales contact?


  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭

    Hi @John M Lee 

    Hope you are fine, Please add a copy of your sheet or a screenshot (after removing or replacing any sensitive information). This will make it easier for me to provide the appropriate answer to your question.

    PMP Certified

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • John M Lee

    Please see the image. The source sheet is All_Clients_SGP_Report which is populated by an integration from Tableau. My vLook-ups are on the SGP AVP Look-up sheet which captures the data for me to use on a calculator sheet that feeds a dashboard. Yes, a lot of pieces lined up.

    Currently I have to copy the entire Customer ID column from the SGP Report and paste it into the SGP AVP look-up sheet to get my look-ups to refresh as clients are added. Any way to get the SGP AVP page to populate the Client ID column whenever it's refreshed on the All_Client_SGP_Report?

    Note: The Last Month GP Rank column is selected on the SGP report but is not a factor in this, just happen to touch it when taking the screenshot.

  • Jaykel Torres

    Hey @John M Lee,

    You may want to consider looking into our Premium Application: DataMesh to automatically keep data consistent between two Sheets (ultimately populating new values from one sheet to another as it gets updated). I recommend reaching out to your System Admin to determine if this is included in your plan. If not, feel free to reach out to our Sales Team at in acquiring it.

    I hope this helps!