Copy a certain columns to a new sheet as new rows are submitted

I have a master sheet that contains information submitted via a form. I am wanting to have a new sheet that contains only certain columns of information that populate as the data on the master sheet is entered. I only need specific columns of information, not every column in the row on the master sheet. Any ideas on how to do this?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@OORF

    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.

    Another option would be to use so-called helper sheets.In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main 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/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

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  • OORF
    OORF ✭✭

    Hi@Andrée Starå

    Thank you for your response, I have looked into these ideas.

    Would a VLOOKUP or INDEX work for taking a whole column when I don't know the length of it (i.e. new rows are added in the source sheet)? I just want to import the whole column with updates but not sure how to set up the formula.

    For example, in my master sheet 'Master Sheet' I have columns 'Date/Time', 'Name', 'Location', 'Duration', 'ID' and in my new sheet I just want the 'Date/Time' and 'Name' columns to populate when a submission is made to 'Master Sheet'. I am not sure how to set up the formula to reflect that.

How exactly is your Data Shuttle set up? If it is set to replace everything in the sheet when it runs, it is deleting the cell being referenced by the widget and then putting new data in new cells.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":292,"urlcode":"Dashboards","name":"Dashboards"},{"tagID":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]},{"discussionID":108213,"type":"question","name":"How to spread costs evenly across months, if they fall within those dates","excerpt":"I have various financial line items that span different dates. I'd like the costs to be spread per month automatically based on the date and cost entry. I've tried various functions already, IF, AND, and it says Unpearsable. I'd like to spread out the costs in the Cost column to the months on the right, based on the start…","snippet":"I have various financial line items that span different dates. I'd like the costs to be spread per month automatically based on the date and cost entry. I've tried various…","categoryID":321,"dateInserted":"2023-07-27T19:03:42+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T21:12:20+00:00","insertUserID":164209,"insertUser":{"userID":164209,"name":"AshwiniBiotech2023","title":"Sr. Director, Project Management","url":"https:\/\/community.smartsheet.com\/profile\/AshwiniBiotech2023","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T23:10:16+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164209,"lastUser":{"userID":164209,"name":"AshwiniBiotech2023","title":"Sr. Director, Project Management","url":"https:\/\/community.smartsheet.com\/profile\/AshwiniBiotech2023","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T23:10:16+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":14,"countViews":67,"score":null,"hot":3381071762,"url":"https:\/\/community.smartsheet.com\/discussion\/108213\/how-to-spread-costs-evenly-across-months-if-they-fall-within-those-dates","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108213\/how-to-spread-costs-evenly-across-months-if-they-fall-within-those-dates","format":"Rich","lastPost":{"discussionID":108213,"commentID":387925,"name":"Re: How to spread costs evenly across months, if they fall within those dates","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387925#Comment_387925","dateInserted":"2023-07-28T21:12:20+00:00","insertUserID":164209,"insertUser":{"userID":164209,"name":"AshwiniBiotech2023","title":"Sr. Director, Project Management","url":"https:\/\/community.smartsheet.com\/profile\/AshwiniBiotech2023","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T23:10:16+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/IBAVVE3YLO8D\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-28T09:38:32+00:00","dateAnswered":"2023-07-27T19:21:12+00:00","acceptedAnswers":[{"commentID":387646,"body":"

You would use the below for Jan 2023 and adjust the month and year numbers accordingly for each of the other months.<\/p>

=IF(AND(MONTH([Start Date]@row)<= 1, YEAR([Start Date]@row)<= 2023, MONTH([End Date]@row)>= 1, YEAR([End Date]@row)>= 2023), [$ per month]@row)<\/p>"},{"commentID":387901,"body":"

Lets try a different approach.<\/p>

=IF(AND(VALUE(YEAR([Start Date]@row) + IF(MONTH(Start Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/103259/\") + MONTH([Start Date]@row))<= 202307<\/strong>, VALUE(YEAR([End Date]@row) + IF(MONTH([End Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/103259/\") + MONTH([End Date]@row))>= 202307<\/strong>), [$ per month]@row)<\/p>


<\/p>

Basically we are creating a yyyymm stamp from the start and end dates and comparing them to the yyyymm stamp for that year\/month combo. The above is for July 2023 (202307).<\/p>"},{"commentID":387906,"body":"

@AshwiniBiotech2023<\/a> Check out my last comment.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108239,"type":"question","name":"Is an automated export of a Smartsheet to an Excel file possible?","excerpt":"Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I…","snippet":"Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an…","categoryID":321,"dateInserted":"2023-07-28T02:36:12+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T06:42:13+00:00","insertUserID":164243,"insertUser":{"userID":164243,"name":"Candace G","title":"Senior Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Candace%20G","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T06:50:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":137040,"lastUser":{"userID":137040,"name":"Gia Thinh","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Gia%20Thinh","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pXMt6Y5Kqjs!ZHDtmZp0Yms!Dwma-t47hzh","dateLastActive":"2023-07-29T14:44:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":45,"score":null,"hot":3381040105,"url":"https:\/\/community.smartsheet.com\/discussion\/108239\/is-an-automated-export-of-a-smartsheet-to-an-excel-file-possible","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108239\/is-an-automated-export-of-a-smartsheet-to-an-excel-file-possible","format":"Rich","tagIDs":[268,334,440,445,510],"lastPost":{"discussionID":108239,"commentID":387741,"name":"Re: Is an automated export of a Smartsheet to an Excel file possible?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387741#Comment_387741","dateInserted":"2023-07-28T06:42:13+00:00","insertUserID":137040,"insertUser":{"userID":137040,"name":"Gia Thinh","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Gia%20Thinh","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pXMt6Y5Kqjs!ZHDtmZp0Yms!Dwma-t47hzh","dateLastActive":"2023-07-29T14:44:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-28T06:32:42+00:00","dateAnswered":"2023-07-28T05:49:42+00:00","acceptedAnswers":[{"commentID":387737,"body":"

Hi Candace,<\/p>

The answer is YES. You can use \"Send as Attachment\" feature in the File menu of your sheet to setup the schedule for your need. You should be a licensed user to use this feature as well (I remembered that). <\/p>

Hope this works for you.<\/p>

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