How best to automate moving data from one sheet to another based on certain criteria?

David Brandt

I am trying to reference a list of people in Smartsheet A and pull associated data based on that list into another Smartsheet B. I have people listed this way: Column1: Last name, Column2: First name, Column3: email address. Also in Smartsheet A (Column6) there is an alpha numeric designation associated with each person that puts them into a group (T1, T1+, T2, T2+, T3, T3+ T4). In Smartsheet B, Column9 includes a dropdown menu of each person (last name, first name - business affiliation).

Is there a way to add an additional, let's say, Column10 to Smartsheet B and have it auto-populated with the persons' group number (based on Smartsheet A data) when that person is selected/recognized in Column9?

Thanks in advance for any ideas on the best solution to accomplish this.

Many thanks,

David

Andrée Starå

Hi @David Brandt

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.

Would that work/help?

I hope that helps!

Have a fantastic week & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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David Brandt

Thanks Andree. I will look into those formulas and see if I can make it work.

Andrée Starå

@David Brandt

Excellent!

Happy to help!

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