Pulling information out by business in to a new sheet
Hello,
I have a large sheet where I'm tracking 7 businesses with a number of columns and metrics in each. Each of those businesses has a leader and I'd like to be able to create a sheet that would pull from the master all the information about their specific business. I can't seem to sort it out and any help would be appreciated.
Master Sheet has business A, B, C, D, E, F, G, H
I'd like a sheet that scrubs Master Sheet for business information relating to A and puts it in a sheet where I can do specific metrics for it, report status of items, comments etc. Same thing for B, C, and so on.
Master Sheet is where I work out of, the business sheets would be for reporting, some updates, etc.
Answers
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Hi @Jacob G.
I hope you're well and safe!
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)
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, I think I was able to sort it out with reports. I'll operate out of a single sheet and then create reports for the different businesses and then go from there. I appreciate the response!
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Excellent!
You're more than welcome!
✅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!
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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