How can I copy data from just a few columns to another sheet?

Ruth Schoonover

I have a large sheet where I would like to copy the data from just 7 columns to another sheet once the data in one of the columns matches the criteria needed.

For example:

Copy the data from the following columns to NewSheet once the Group column says October 2021.

Position Accepted, ID, FName, LName, Instructor, Email, Group

Andrée Starå

Hi @Ruth Schoonover,

I hope you're well and safe!

Here's a possible workaround or workarounds 

• 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 week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Ruth Schoonover

Vlookup might work. I really want the new sheet data to be pulled/updated from the main sheet instead of a helper sheet to make sure any updates are reflected in both sheets.

I'll research vlookup. I've never used that before.

Andrée Starå

@Ruth Schoonover

Excellent!

I'd recommend using INDEX/MATCH if possible because it's more secure and flexible.

The structure would be something like this.

 =INDEX({ColumnWithTheValueYouWantToShow}; MATCH(CellThatHaveTheValueToMatch@row; 
{ColumnWithTheValueToMatchAgainsTheCell}; 0))

Depending on your country/region, you'll need to exchange the comma to a period and the semi-colon to a comma.

More info.

https://help.smartsheet.com/function/vlookup

https://help.smartsheet.com/function/index

https://help.smartsheet.com/function/match

✅Remember! 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!