How to Consolidate Entries from Multiple Forms

wgtaylor17

I've seen this question asked before, and the same answer is always given, "use an update request." Is there a way to consolidate information, because I don't think update requests are the best solution for our process.

I have multiple forms with different types of information being entered at different times by different people. I'd like to consolidate all the information for the same job # on the same row.

Darren Mullen

@wgtaylor17 There isn't a way to do that without manual intervention, unless you duplicated all the columns you want to roll up into the first row and used column formulas to find the additional entries.

Another way would be to copy the first row for a given job number into another sheet then pull in the data into the row in that sheet.

Those are the ways I can think to do it.

Andrée Starå

Hi @wgtaylor17

I hope you're well and safe!

To add to Darren's excellent advice/answer.

Another option could be adding multiple so-called helper columns that collect the information and then referencing them using a formula in the actual columns you'd like to show it in.

Make sense?

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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wgtaylor17

Thank you @Darren Mullen for the insights. How exactly would I copy the data over to another sheet and then pull in the other data to that row?

Darren Mullen

@wgtaylor17 Use an automation workflow. I'm thinking you would have an additional column with a formula that would detect if it is the first entry for a given job #, then if so, a workflow would trigger to copy that row to another sheet. This other sheet would have a row for each Job # then it would have cross sheet formulas to pull in the data from the original sheet as new entries are added for each Job #.

Darren Mullen

@Andrée Starå @wgtaylor17 Andree, Yes, this is along the lines of the first option. Probably would also add a way to indicate one row for each job to be the one to be reported on. I assume you'll want to create a report or dashboard to display the data :)

Andrée Starå

@Darren Mullen

Haha! I read through your answer too quickly it seems, so I missed the first part. ¯\_(ツ)_/¯