Build a sheet automatically using data from another sheet

Hello all! We have a Project Scope of Work sheet with numerous task descriptions. Not every task will be needed on every project.

We want to build a Schedule Sheet automatically, so that each time a $ estimate is added to a task on the Scope of Work , the task name will be copied over to the Schedule sheet. Just want to copy that one cell, not the entire row.

Appreciate any suggestion to accomplish this. Thank you!

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Mike TV

@Mary Peterson

Hi Mary. I'm pretty sure you can accomplish this with the Data Shuttle add-on. Do you have that yet? If not, possibly someone else can come up with a work around for you.

Andrée Starå

Hi @Mary Peterson

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 that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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