Data transfer from one sheet to another once condition met

Ali Darzaman
Ali Darzaman ✭
edited 04/06/22 inFormulas and Functions

How information in some columns in Sheet A can be transferred to Sheet B once a specified condition in a specific column in Sheet A has been met? Is there any formula I can use? I used Index(Collect ...), but it doesn't do what I am looking for.

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Answers

  • Intern98
    Intern98 ✭✭✭

    in desired cell in sheet b

    =IF( (pulling data from a)=desired condition, (data from a), "")

    do let me know if you need more help with said formula

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  • Ali Darzaman
    Ali Darzaman ✭

    Thanks, Intern98

    That didn't help.

    I want when the data in the 3rd column changed to YES, then the information in the 1st and 2nd column (corresponding to the YES, to move to the 2nd sheet in the desire columns.

    First sheet

    image.png

    2nd sheet

    image.png


    Thanks

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Ali Darzaman

    I hope you're well and safe!

    您可以使用cross-sheet公式结合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

    ✅我的警ost(s) help or answer your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Bess
    Bess ✭

    I have the same problem. Can't use vlookup or index-match as I'm not linking two sheeting with a key value. I actually want to pull one value of sheet one to start a new row in sheet two. The scenario is sheet One contains an initial job list. Those finished will be moved to sheet Two and enter a new project.

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  • IPG
    IPG ✭

    @Bess- I have the same scenario. Were you able to find a solution?

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  • Toufong Vang
    Toufong Vang ✭✭✭✭✭

    Unfortunately, Smartsheet moves the entire row.

    If hiding the unneeded columns is not an option and using cross-sheet formulas won't work, then you can use a third party app like Microsoft 365 Power Automate.

    Here's where you can find documentation for using Power Automate to do this:Smartsheet - When new row is added.

    Here's the Community thread/request where I came across this information:When a new row is created in smartsheet get the data from that new row and use it in Power Automate.

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Try IF([payment voucher]@row=0,Sum([Parking Revenue Regular]@row:[Private boat parking revenue]@row),\"//www.santa-greenland.com/community/discussion/comment/\")<\/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":106883,"type":"question","name":"Needing some help with my current smartsheet project","excerpt":"So I'm coming across some issues with my workflows and functions with my current sheet, and I'm hoping somebody could help me out because I'm stumped. There are boxes I have set up on children rows that get checked manually to confirm a certain portion of the Main Task is complete. I'm currently in search of a way I can…","categoryID":322,"dateInserted":"2023-06-26T13:40:29+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T20:13:57+00:00","insertUserID":162756,"insertUser":{"userID":162756,"name":"SarahI","title":"Sarah","url":"https:\/\/community.smartsheet.com\/profile\/SarahI","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-26T19:19:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-26T20:54:28+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":42,"score":null,"hot":3375602066,"url":"https:\/\/community.smartsheet.com\/discussion\/106883\/needing-some-help-with-my-current-smartsheet-project","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106883\/needing-some-help-with-my-current-smartsheet-project","format":"Rich","lastPost":{"discussionID":106883,"commentID":382423,"name":"Re: Needing some help with my current smartsheet project","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382423#Comment_382423","dateInserted":"2023-06-26T20:13:57+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-26T20:54:28+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T15:51:35+00:00","dateAnswered":"2023-06-26T15:23:39+00:00","acceptedAnswers":[{"commentID":382304,"body":"

@SarahI<\/a> Yes you can do that just use CHILDREN([COLUMN NAME])<\/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":106901,"type":"question","name":"Can you use a COUNTIF formula to county symbols?","excerpt":"I have a list of goals for the year and we are using harvey ball symbols to indicate the percent complete an the red, yellow, green, gray balls to indicate the health\/status of the project. I would like to display a report on my dashboard that shows the number of projects we have in each harvey ball stage and also in each…","categoryID":322,"dateInserted":"2023-06-26T15:59:48+00:00","dateUpdated":"2023-06-26T16:00:12+00:00","dateLastComment":"2023-06-26T16:29:45+00:00","insertUserID":162764,"insertUser":{"userID":162764,"name":"Stephanie D","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/Stephanie%20D","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!mctWfgWrL7o!n-DX3ymVfmQ!msa32mT4_k9","dateLastActive":"2023-06-26T16:52:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":162764,"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":"2023-06-26T23:47:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3375593973,"url":"https:\/\/community.smartsheet.com\/discussion\/106901\/can-you-use-a-countif-formula-to-county-symbols","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106901\/can-you-use-a-countif-formula-to-county-symbols","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106901,"commentID":382346,"name":"Re: Can you use a COUNTIF formula to county symbols?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382346#Comment_382346","dateInserted":"2023-06-26T16:29:45+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":"2023-06-26T23:47:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T16:24:48+00:00","dateAnswered":"2023-06-26T16:08:42+00:00","acceptedAnswers":[{"commentID":382328,"body":"

Hi @Stephanie D<\/a> <\/p>

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

Try something like this.<\/p>

=COUNTIF(Status:Status, \"Green\")<\/p>

=COUNTIF([% Complete]:[% Complete], \"Half\")<\/p>

Did 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>"}]}},"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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