Need to create new sheet by merging 2 sheets

Hi Community,

Hope all are doing well,


I need to merge sheet 1 and sheet 2 by creating new sheet i,e sheet 3.

Ex: sheet 1 + sheet 2 = Sheet 3

here i need to make sheet 3 dynamic i,e if I add any data in sheet 1 & sheet 2 , it should automatically reflect in sheet 3.

I m attaching 2 screenshots please suggest how to achieve this.

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi@Rakesh Lavishetty

    Yes, you can merge the two sheets using a Report which would allow you to keep the two sheets separate, but display all their content together in one item.

    First, create a Row Report:

    Screen Shot 2021-03-29 at 2.35.40 PM.png

    Then, select both sheets to pull rows from:

    Screen Shot 2021-03-29 at 2.35.57 PM.png

    Next, selectallof the columns to Display:

    Screen Shot 2021-03-29 at 2.36.16 PM.png

    Finally, you may want toGroupby theSheet Nameso that the data is organized into two different parts:

    Screen Shot 2021-03-29 at 2.41.28 PM.png


    You could Group by different criteria or choose toSortthe Report to have your rows display in a different order and this won't change the underlying sheet. However you can still editcell contentfrom a Report, which will sync with the underlying sheets. Is this what you were looking to do?

    This Help Article has more information on Reports:Build a Row Report with Report Builder. You may also want to check out the following webinar:Redesigned Reports with Grouping and Summary Functions.

    Cheers,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Rakesh Lavishetty

    What about creating a Report that puts together these two sheets? A Report would allow you to make changes which will then update the sheet, and vice versa. (See:Create a Report)

    The only issue you may have is that Reports don't show hierarchy. In order to identify which rows belong with September and which belong to October, I would add in a column to each sheet which has the formula:

    =PARENT([Task Name]@row)

    This will bring the label "September" or "October" into each of the Child Rows. You could then Group the Report by this helper column and it will re-create a sort of header row for your data to fall under. Would this work for you?

    Let me know if you'd like to see screen captures of what I'm describing and I'm happy to clarify further.

    Cheers!

    Genevieve

  • Hi@Genevieve P,

    Hope you are doing well,

    Thanks for taking your time and writing to me.

    The report idea which you have suggested will not working for my scenario,

    必须创建一个新表,因为我有巨大哒ta sheet 1 (13 columns) and sheet 2 (32 columns), could you please suggest me can we achieve this by cell linking??? if yes, please suggest how to achieve this. thanks!!!

    Regards,

    Rakesh.

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Rakesh Lavishetty

    Can you clarify why a Report wont work for your scenario? It would be helpful to know a bit more about your process. You can add all 45 columns into a Report.

    The alternative would be copy/paste all your data into one big sheet (sheet 3) but then create two Reports to use instead of your current sheet 1 and sheet 2.

    Cell-linking is not a good solution for this large number of columns/cells because the limit of the number of cells from the same source sheet is500 cells(see:Cell Linking). You could potentially build a column formula to copy over data, but there is a limit for cross-sheet references as well (see:Cross-Sheet Formulas).

    Cheers,

    Genevieve

  • Hi@Genevieve P,

    The task is to create a report in the end, but the primary task is need to merge the both sheets i,e sheet 1 and sheet 2. can we achieve this task without merging 2 sheets, if possible will go ahead and will create a report. please suggest how to achieve this!!

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi@Rakesh Lavishetty

    Yes, you can merge the two sheets using a Report which would allow you to keep the two sheets separate, but display all their content together in one item.

    First, create a Row Report:

    Screen Shot 2021-03-29 at 2.35.40 PM.png

    Then, select both sheets to pull rows from:

    Screen Shot 2021-03-29 at 2.35.57 PM.png

    Next, selectallof the columns to Display:

    Screen Shot 2021-03-29 at 2.36.16 PM.png

    Finally, you may want toGroupby theSheet Nameso that the data is organized into two different parts:

    Screen Shot 2021-03-29 at 2.41.28 PM.png


    You could Group by different criteria or choose toSortthe Report to have your rows display in a different order and this won't change the underlying sheet. However you can still editcell contentfrom a Report, which will sync with the underlying sheets. Is this what you were looking to do?

    This Help Article has more information on Reports:Build a Row Report with Report Builder. You may also want to check out the following webinar:Redesigned Reports with Grouping and Summary Functions.

    Cheers,

    Genevieve

  • Hi@Genevieve P,

    Thankyou so much for your time,

    The above screenshots and content exactly what i have looking for, this means a lot to me.

    Regards,

    Rakesh.

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Rakesh Lavishetty

    I'm so glad this will work for you! Let me know if you have any other questions about Reports.

    Genevieve

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out theFormula Handbook template!
Hi, <\/p>

Instead of applying the formula to \"Multiselect Text String\" row, did you tried with \"Multiselect Values\" row?<\/p>

=IF(HAS([Multiselect Values]@row, [Component ID]@row), \"MATCH\", \"NO MATCH\")<\/p>

Thank you,<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":109493,"type":"question","name":"I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","excerpt":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5 different statuses in a separate column. So using the screenshot I've provided as an example (although it doesn't have 5 different statuses in the…","snippet":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5…","categoryID":322,"dateInserted":"2023-08-25T20:03:21+00:00","dateUpdated":null,"dateLastComment":"2023-08-26T00:34:49+00:00","insertUserID":165710,"insertUser":{"userID":165710,"name":"SmarsheetNewb","url":"https:\/\/community.smartsheet.com\/profile\/SmarsheetNewb","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:33:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T01:32:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3386005690,"url":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109493,"commentID":392692,"name":"Re: I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392692#Comment_392692","dateInserted":"2023-08-26T00:34:49+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T01:32:22+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-26T00:33:25+00:00","dateAnswered":"2023-08-25T20:44:12+00:00","acceptedAnswers":[{"commentID":392662,"body":"

Try this:<\/p>

=COUNTIFS([Item Number]:[Item Number], OR(@cell = \"C001\", @cell = \"COO2\", @cell = \"COO3\", @cell = \"COO4\"), [Status]:[Status], OR(@cell = \"Green\", @cell = \"Yellow\", @cell = \"Red\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109474,"type":"question","name":"Help with date calculation formula","excerpt":"Hello, I'm trying to find a formula that will help me calculate how long an intake took to resolve. The rows I need to be calculated are Date Reported & Resolution Date. If the resolution date is blank I want it to use the current date in the calculation to see how long this issue has gone unresolved. Any help is much…","snippet":"Hello, I'm trying to find a formula that will help me calculate how long an intake took to resolve. The rows I need to be calculated are Date Reported & Resolution Date. If the…","categoryID":322,"dateInserted":"2023-08-25T16:29:39+00:00","dateUpdated":"2023-08-25T16:29:59+00:00","dateLastComment":"2023-08-25T23:01:30+00:00","insertUserID":165688,"insertUser":{"userID":165688,"name":"Nwest","title":"Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/Nwest","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ukHVZ18ImX4!BcjWAe8S9SY!l7iQo_PZHOx","dateLastActive":"2023-08-25T17:22:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":165688,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3385987269,"url":"https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109474,"commentID":392687,"name":"Re: Help with date calculation formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392687#Comment_392687","dateInserted":"2023-08-25T23:01:30+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T17:04:22+00:00","dateAnswered":"2023-08-25T16:36:59+00:00","acceptedAnswers":[{"commentID":392622,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula\n <\/a>\n<\/div>\n

Hi, <\/p>

I hope you're well and safe!<\/p>

Try something like this.<\/p>

=IF([Date Reported]@row <> \"//www.santa-greenland.com/community/discussion/77683/\", IF([Resolution Date]@row = \"//www.santa-greenland.com/community/discussion/77683/\", NETDAYS([Date Reported]@row, TODAY()), NETDAYS([Date Reported]@row, [Resolution Date]@row)))<\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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