Copy Specific Columns From One Sheet to Another, Linked

Andrée Starå · 02/23/23

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.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå| Workflow Consultant / CEO @WORK BOLD

✅了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Danielle Wilson · 02/23/23

@Molly YangIf you don't to Sam's point above need attachments on the row and have a unique identifier per row (like an audit number) you might considerDataMesh!

Molly Yang · 02/24/23

@Molly Yang <\/a> If you don't to Sam's point above need attachments on the row and have a unique identifier per row (like an audit number) you might consider DataMesh<\/a>!<\/p>","bodyRaw":"[{\"insert\":{\"mention\":{\"name\":\"Molly Yang \",\"userID\":158647}}},{\"insert\":\" If you don't to Sam's point above need attachments on the row and have a unique identifier per row (like an audit number) you might consider \"},{\"attributes\":{\"link\":\"https:\\\/\\\/www.santa-greenland.com\\\/marketplace\\\/premium-apps\\\/datamesh\"},\"insert\":\"DataMesh\"},{\"insert\":\"!\\n\"}]","format":"rich","dateInserted":"2023-02-23T13:07:33+00:00","insertUser":{"userID":152988,"name":"Danielle Wilson","url":"https:\/\/community.smartsheet.com\/profile\/Danielle%20Wilson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ZZDXWctIdZQ!BrDQwSiqPOQ!J3oBfQ3Wq2i","dateLastActive":"2023-06-27T00:02:56+00:00","banned":0,"punished":0,"private":false,"label":"Employee"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/comment\/363869#Comment_363869","embedType":"quote"}"> https://community.smartsheet.com/discussion/comment/363869#Comment_363869

Hi Product Team: <\/p>

I have been copying rows in between two sheets (audit plan and audit summary), when the planned audit date is in the past, copy the row to audit summary sheet for the team to update the audit result; when the audit expiration date achieves, to copy the row back to audit plan sheet for the team to plan another audit before it's expired. <\/p>

I don't need all the columns to be copied to the other sheets, it would be great if SMARTSHEET can create solution for me to only move the columns required. Currently, it's confusing for having too many unecessary columns and also I got to create automation to move the old data so that new data entries could be allowed. Not ideal!!! <\/p>

Thanks.<\/p>","bodyRaw":"[{\"insert\":\"Hi Product Team: \\nI have been copying rows in between two sheets (audit plan and audit summary), when the planned audit date is in the past, copy the row to audit summary sheet for the team to update the audit result; when the audit expiration date achieves, to copy the row back to audit plan sheet for the team to plan another audit before it's expired. \\nI don't need all the columns to be copied to the other sheets, it would be great if SMARTSHEET can create solution for me to only move the columns required. Currently, it's confusing for having too many unecessary columns and also I got to create automation to move the old data so that new data entries could be allowed. Not ideal!!! \\nThanks. \\n\"}]","format":"rich","dateInserted":"2023-02-23T07:51:59+00:00","insertUser":{"userID":158647,"name":"Molly Yang ","url":"https:\/\/community.smartsheet.com\/profile\/Molly%20Yang%20","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-02-24T08:11:24+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/comment\/363853#Comment_363853","embedType":"quote"}"> https://community.smartsheet.com/discussion/comment/363853#Comment_363853

@Danielle WilsonIf you got time, I would like to share my work, I don't believe the mentioned functions could solve the problem. Thank you so much.

Molly Yang · 02/24/23

Hi @Molly Yang <\/a> <\/p>

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

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.<\/p>

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. <\/strong><\/p>

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

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/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>","bodyRaw":"[{\"insert\":\"Hi \"},{\"insert\":{\"mention\":{\"name\":\"Molly Yang \",\"userID\":158647}}},{\"insert\":\" \\nI hope you're well and safe!\\nYou 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.\\nAnother option would be to use so-called helper sheets. \"},{\"attributes\":{\"bold\":true},\"insert\":\"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. \"},{\"insert\":\"\\nWould that work\\\/help? \\nI hope that helps!\\nBe safe, and have a fantastic week!\\nBest,\\n\"},{\"attributes\":{\"bold\":true,\"link\":\"mailto:andree@workbold.com\"},\"insert\":\"Andrée Starå\"},{\"insert\":\" | Workflow Consultant \\\/ CEO @ \"},{\"attributes\":{\"bold\":true,\"link\":\"https:\\\/\\\/workbold.com\\\/\"},\"insert\":\"WORK BOLD\"},{\"insert\":\"\\n✅\"},{\"attributes\":{\"italic\":true},\"insert\":\"Did my post(s) help or answer your question or solve your problem? Please support the Community by \"},{\"attributes\":{\"italic\":true,\"bold\":true},\"insert\":\"marking it Insightful\\\/Vote Up, Awesome, or\\\/and as the accepted answer\"},{\"attributes\":{\"italic\":true},\"insert\":\". It will make it easier for others to find a solution or help to answer!\"},{\"insert\":\"\\n\"}]","format":"rich","dateInserted":"2023-02-23T10:00:26+00:00","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":"2023-06-26T23:47:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/comment\/363834#Comment_363834","embedType":"quote"}"> https://community.smartsheet.com/discussion/comment/363834#Comment_363834

@Andrée Staråthanks, unfortunately, this is not going to solve the issues, my workflow is different. thanks

Andrée Starå · 02/24/23

@Molly Yang

Ok. Happy to help!

Danielle Wilson · 02/25/23

@Molly YangI'd recommend reaching out to your account team to discuss options or booking aPro Deskto discuss options & DataMesh, if you have Pro Desk on your account!

Caleb S. · 03/03/23

This would be very helpful! I am currently working on converting a huge file over from Excel to Smartsheet. Due to Smartsheet sheet size constraints I have to be creative with multiple sheets now. Allowing columns to copy over to another sheet without having to copy the entire row would help so much!

EmmaHill · 03/09/23

I am requesting the ability to create an automation where you can copy a single cell to a new sheet. Currently there is an automation to copy an entire row to another sheet however this is not helpful if the sheet structure is not the same.

VLD · 04/03/23

Can it be made possible to move certain columns of a row instead of the whole row, i.e., if I had 10 rows with data columns A, B, C, D and I wanted to move just column A & D from all rows to another sheet.

Hope this makes sense?

Danielle Wilson · 04/03/23

@VLDYes you could do that withDataMeshif each row had a unique identifier

VLD · 04/03/23

@Danielle WilsonThank you, I do not have the necessary access, but it is good to know there is this tool. I will keep this in mind and see if I can get this made available to me within my business.

Andrée Starå · 04/03/23

Hi@VLD

I hope you're well and safe!

Here's a possible workaround or workarounds

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.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå| Workflow Consultant / CEO @WORK BOLD

✅了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

VLD · 04/03/23

@Andrée Staråthanks, I have only just found INDEX and am using that. It was INDEX that made me think there must be another way and now I know there is. Thank you again and I will try your suggestion.

Andrée Starå · 04/03/23

@VLD

Excellent!

Happy to help!

✅Remember!了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

OORF · 04/07/23

Currently I use the automations to copy or move rows when the trigger is met, however in a lot of cases, not all of the columns are needed. It would be helpful in the automation, you can choose which columns you want to move or copy instead of having to copy / move the entire row of information.

Sign in to submit new ideas and vote

Copy Specific Columns From One Sheet to Another, Linked

Comments

Categories