Create a report from two sheets but some of the data is the same

Katrina Walker

I have two sheets that I want to merge into a report but some of the rows are in both sheets as they are either Phase 1 only, Phase 2 only or Both Phases. When they are in both Phases they are in both sheets for many reasons that I will not go into.

Do I need to create 1 further sheet which only has the countries that are in both phases detailed once or is there a way i can bring these into a report from the two sheets?

Thanks

Katrina

Katrina Walker

Thank you Genevieve, this looks a good solution so I am off to try it out.

Katrina

Genevieve P.

Hi @Katrina Walker

You can set a Filter on your Report to Filter out any rows that say "Both Phases" and that are in Sheet 1. This will keep only the rows from Sheet 2 visible in the Report.

You'll need to set it up with two Filter Groups, one for Sheet 1 and one for Sheet 2, with different conditions in each, like so:

See: Use Filters on Reports

Keep in mind if you're making any edits to those rows, the edits will then only appear in Sheet 2 (the rows showing) and you'll need to open up Sheet 1 to adjust any details there as well.

Cheers,

Genevieve

Katrina Walker

Thank you Genevieve, this looks a good solution so I am off to try it out.

Katrina

Katrina Walker

This works very well! Thank you again. Off spending time updating all my filters but reports look good now.

Katrina

Genevieve P.

Wonderful! I'm so glad to hear it worked for you. 🙂