Help Extracting data sets that meet criteria to new sheet.

Coen · 04/12/22

Hello, I am new to smart sheets. I have spent the last week trying to find a solution with no luck. I am sorry if I am asking a question that has been, probably, answered a slew of times.

I have a form built that collects data on visits to one of four locations.

"Activity Tracker" is the name of the sheet where the information is sourced from.

Hopkinton Activity Tracker is where we would like to extract Hopkinton specific numbers to.

In this form there are 4 possible locations that could be visited.

I want to be able to then split this data into 4 separate sheets based on location.

I would like for the information noted above to get pulled into the correct location sheet based on a single location criteria.

If location = Hopkinton, pull all the above data into the Hopkinton sheet

If location - Tokyo, pull all the Tokyo data into the Tokyo sheet.

Once in their respective sheets we would then use the metrics to figure out averages and trends.

Jeff Reisman · 04/12/22

@Coen You can probably do this easiest with Workflow Automation.

Create a new Workflow Automation task.

Trigger: When rows are added,

when Location is Hopkinton

Run workflow: When triggered

Action: Copy rows to Hopkinton Activity Tracker sheet

Repeat for the other three locations.

Jeff Reisman · 04/12/22

@Coen You can probably do this easiest with Workflow Automation.

Create a new Workflow Automation task.

Trigger: When rows are added,

when Location is Hopkinton

Run workflow: When triggered

Action: Copy rows to Hopkinton Activity Tracker sheet

Repeat for the other three locations.

Jeff Reisman · 04/12/22

Some notes on Copying rows to another sheet:

The first copy will create any missing columns in the destination sheet. So you don't have to bother setting up anything in the new sheet, copying a row will create the columns.

You can have additional columns in the destination sheet that don't exist in the source, there will be no effect on the copy process. This is handy for having other columns performing data transformations on data from the copied columns, recording metrics, etc.

Coen · 04/12/22

Amazing! Thank you so much for this help! This is far easier than the paths I was going down!

Many, many Thanks!!

Z_L · 04/17/24

This is super helpful. But I cant seem to search for any sheets in Select a destination search window- whatever I type returns no results?!

Jeff Reisman · 04/29/24

https://community.smartsheet.com/discussion/comment/431635#Comment_431635

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Help Extracting data sets that meet criteria to new sheet.

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