Pull Data from Master sheet to another sheet

Miki Jeffers · 10/29/19

Hello,

I have a master vendor list sheet that contains a checkbox column for vendor type. I would like to create a new sheet that pulls over just the vendors that have the vendor type column checked. I need a separate sheet so I can use it for widget in my dashboard. I don't want to filter or sort the main master vendor list. Does anyone have suggestions on how to go about doing this?

I appreciate any assistance.

Miki

Paul Newcome · 10/29/19

Have you looked at creating a Report?

Andrée Starå · 10/29/19

Hi Miki,

It sounds to me like a report would work for your use case or connecting the sheets with cross-sheet formulas or cell-linking.

Would any of those methods work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Miki Jeffers · 11/05/19

Yes, I need to work with the data to build a dashboard and using a report has it limitations. For example I can't use the metric widget from a report.

Paul Newcome · 11/05/19

Ok. How many vendors do you have, and how frequently does the number of checked off vendors change?

Paul Newcome · 11/05/19

Also... What is the purpose behind specifically using a Metrics widget on the dashboard?

Andrée Starå · 11/06/19

To add:

Another option might be to use the third-party service, Zapier, to copy the information to the other sheet.

Is that an option?

Pull Data from Master sheet to another sheet

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