Build a sheet automatically using data from another sheet

Mary Peterson

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!

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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