How do I override a row in a secondary sheet when the info is updated in the master sheet?

ajuelsgaard

I have a Master sheet where all of the data is stored. I also have other secondary sheets that have just the applicable columns for those groups of people. When I update a date or cell in the master sheet, is there a way to either just update that same column in the secondary sheet with the new info or copy the entire row over and automatically delete or move the old row?

Michael Culley

As far as copying the rows to the secondary sheet, what I do is just hide the unnecessary columns. Other than that you can just have vlookup or index/match formulas in the columns on the secondary sheet to pull data from the first sheet.

Michael Culley

So when you hide the columns on the secondary sheet, they stay hidden even when new rows are coming over.

I do this both ways depending on how much data we're talking about. If I only need like 2 columns of data, I'll use INDEX/MATCH.

Ryan Sides

Hi @ajuelsgaard,

Do you have a "key" that exists on both sheets? This would be a field that you could use to tie both sheets together. Like an ID Number, a product SKU, etc. Some sort of unique identifier for each row in your Master sheet.

You can then create a "cross sheet reference". (Right click in your secondary sheet, and choose "Manage References" to set it up. You'll want to create two references. One for your key and one for the date/cell you want to see updated.

Then in your secondary sheet, create an INDEX/MATCH formula to pull this data in. See this for a deeper explanation: https://community.smartsheet.com/discussion/84774/index-and-match-across-two-sheets-a-detailed-explanation

Does that get you started?

Ryan

Michael Culley

As far as copying the rows to the secondary sheet, what I do is just hide the unnecessary columns. Other than that you can just have vlookup or index/match formulas in the columns on the secondary sheet to pull data from the first sheet.

Michael Culley

So when you hide the columns on the secondary sheet, they stay hidden even when new rows are coming over.

I do this both ways depending on how much data we're talking about. If I only need like 2 columns of data, I'll use INDEX/MATCH.

ajuelsgaard

Yes! Thanks all for confirming what I need to do is use the INDEX/MATCH. Appreciate the tips and feedback!

Ryan Sides

Hi @ajuelsgaard Did you get this one figured out?