Master File sending selected columns to new consolidated sheet
I'm quite new to smartsheet and I'm trying to find advice on consolidating data. I have a sales report that comes out of my ERP that has info on orders for multiple customers, sales data, delivery dates and plus loads of extra data. I wanted to upload this master file once a week to smartsheet and then have another sheet pull selected (not all columns) columns over to a new report or sheet but only for an individual customer. Can anyone give me advice on how to start looking at doing this? My goal is to be able to share a clean file with my customer only for their orders but I'm really not sure how to get started.
Help Article Resources
Check out the Formula Handbook template!