Date Tracking

Deanna Copello

I need to track dates based on the milestone change. But i'd like to keep this in a separate sheet, but also include other key columns in order to create report.

Example:

Sheet 1 contains all data, Customer, ID, Milestones (drop down menu: received, submitted, etc.)

Sheet 2 - need Customer, ID, and date that the milestone changes - this sheet contains columns that match the name of the milestones in sheet 1.

I know how to set the workflow to track a date into a column on the same sheet, but can I have it record a date instead in Sheet 2 and also copy the customer and ID as well?

thank you!

Andrée Starå

Hi @Deanna Croach

I hope you're well and safe!

You could copy the row to the other sheet when the dates change.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Deanna Copello

I will try that. I think I will end up with a gazillion rows for the same project (ID) for every date stamp. Is there a way to not duplicate the rows, but fill the appropriate column? Does that make sense?

Andrée Starå

@Deanna Croach

Would you like the date to update with the same date in sheet 2, so it shouldn't create new rows?

Deanna Copello

Each ID will have multiple dates to be tracked.

EX: ID 1234 will have a received date, then when it changes to submitted, that date would populate in the same row for ID 1234 where the received date is.

Make sense?

Andrée Starå

@Deanna Croach

Try something like this.

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.

To connect them row by row, you'd use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row id on as many rows as you think you need in the Destination sheet.

Would that work?

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Deanna Copello

I'm confused about this: To connect them row by row, you'd use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row id on as many rows as you think you need in the Destination sheet.

my rows get sorted so many ways the rows would change. that would mess them up correct?

Andrée Starå

@Deanna Croach

No, it should be fine because we use the Auto number and then the manually added number on the destination sheet, and they would stay connected in whichever order the rows are.

Make sense?

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Deanna Copello

thanks! i'll give that a try

Andrée Starå

@Deanna Croach

You're more than welcome!