Interlinked individual Sheets to Master sheets
Hi Experts,
I need help. I have 6 individual sheets that I need to rows to combine inside one Master sheet and update/add rows automatically when the individual sheets gets updates. Is this possible? I know it is possible when we use report builder but I want my Master sheet into Sheet because I am going to make a Metric Sheet to summarize the Master Sheet. Formula can't be referenced to reports.
Please help me. Right now, I have only datamesh as my addon but It has different function.
May I know if there are other addons that can make this process possible? I am open also to learn API but have no reference that I can learn it easily. API document is really hard to understand.
Thank You in advanced,
Julius
Answers
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Hi @Benn
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 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.
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Hi Andree, Thank you for your response. My problem on using formulas is I am exceeding the reference sheet limit. I have too many individual sheets (more than 20).
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Happy to help!
How many columns/rows do you want to reference back to the master from one of the individual sheets?
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)
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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Hi Andree, I have 42 individual sheets, 42 rows and 8 columns that needs to get referenced. I found the solution from FB Smartsheet Unite page and want to share it here.
- Make a report and select all 42 individual sheets to combine all of them.
- Create a Master sheet as your destination sheet.
- Use Data Mesh to join/union Report and Master sheet. Assign Look up columns (Actual Look up column in Master sheet is blank), then set the setting to Update and Add Data.
- Run the Data Mesh and it works like magic. It syncs also the changes from the individual sheets to Master sheet.
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