Is there a way to add data to one sheet and have it automatically pull to another sheet?

Candace Haskell
Candace Haskell ✭✭✭✭✭
edited 05/24/22 in Smartsheet Basics

I have two sheets, and they share a similar column, but only that one column is consistent between the 2 sheets. The column is called "record ID#". I am hoping there is a way that once I add a new record ID # to one sheet (Sheet #1), that record ID # can automatically populate on my other sheet (Sheet #2). Just the record ID# though - not the other columns of Sheet 1. I want this to be automatic so I am hoping I can use a column formula or something. I thought about vlookup or index/match, but I am not sure how that would work because I don't think I am matching anything

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Candace Haskell

    I hope you're well and safe!

    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.

    You'd add an Aout Numbering Column in the Source Sheet and then add a so-called helper column in the Destination sheet and then number it manually and reference it in the Cros-Sheet formula.

    Would that 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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  • Candace Haskell
    Candace Haskell ✭✭✭✭✭

    @Andrée Starå Thank you for your response. I think that makes sense. Could you tell me what you mean by "Aout Numbering Column"?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Candace Haskell

    Excellent!

    Happy to help!

    That was a typo. It should say Auto Numbering.

    More info

    Make sense?


    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.