Forum Discussion
chocho
Dec 11, 2024Copper Contributor
automatically duplicate/cop data from a shared worksheet to my own
THANK YOU!! I am sooooo new to all of this Excel and Google Worksheet world... FOR THE RECORD, I DO use Google Sheets, but figured I'd post here as well to further my reach in assistance.
Background info:
- I am part of a shared workbook at work (called "TEAM"). The workbook has a sheet for every month of the year.
- The sheet, as time progresses and every team member adds their own information, will get extremely crowded and become difficult to find where you 'last left off' or simply endless scrolling mayhem.
Question:
- Is there a way to automatically, or semi-automatically, pull data from the current sheet of the 'TEAM' workbook and into my 'PERSONAL' workbook? Specifically, I want to copy the entire row wherever column 'A' has 'JC' which are always my inputs. formulas/formatting included, 'as-is' from the source workbook.
- Similarily, if I delete, edit, or move one of my rows within the 'TEAM' workbook, I would like it to reflect in real time or automatically in my 'PERSONAL' workbook.
- OR, is it easier/possible to automatically copy the entire sheet in my "TEAM" workbook in real time and have a formula or function set to delete all other rows that do NOT have "JC" in column 'A' ??
Nutshell:
- I want to be able to refer to my "PERSONAL" workbook whenever I am working and out on the field. If I need to add information for the whole team to see, I will do so on the "TEAM" workbook, knowing that my inputs "JC" in column 'A" will simply transfer over to my "PERSONAL" workbook at any time for a clean and manageable reference.
Also:
- Assuming I make an edit inmy "PERSONAL" workbook, I would simply copy+paste the row back into the "TEAM" workbook. yes??
I hope this is clear and somebody is able to help me.
How about this:
Automatically Pull Data from 'TEAM' to 'PERSONAL' Workbook
- Use Google Sheets' IMPORTRANGE Function:
- This function allows you to import a range of cells from another spreadsheet.
- Syntax: IMPORTRANGE(spreadsheet_url, range_string)
- Filter Rows Based on Column 'A':
- Use the FILTERfunction to pull only the rows where column 'A' contains 'JC'.
- Syntax: FILTER(range, condition)
Example Steps:
- Get the URL of the 'TEAM' Workbook:
- Open your 'TEAM' workbook and copy the URL.
- Set Up IMPORTRANGE in 'PERSONAL' Workbook:
- In your 'PERSONAL' workbook, use the following formula to import data:
=IMPORTRANGE("URL_of_TEAM_Workbook", "Sheet1!A:Z")
- Replace "URL_of_TEAM_Workbook"with the actual URL of your 'TEAM' workbook.
- Replace "Sheet1!A:Z"with the actual range you want to import.
- Filter Rows with 'JC' in Column 'A':
- Use the FILTERfunction to get only the rows with 'JC':
=FILTER(IMPORTRANGE("URL_of_TEAM_Workbook", "Sheet1!A:Z"), INDEX(IMPORTRANGE("URL_of_TEAM_Workbook", "Sheet1!A:A"), 0) = "JC")
Reflect Changes in Real-Time
- Google Sheets automatically updatesthe data from the source workbook, so any changes in the 'TEAM' workbook will reflect in your 'PERSONAL' workbook.
Copy Entire Sheet and Filter Rows
If you prefer to copy the entire sheet and then filter out rows, you can use a combination of IMPORTRANGE and QUERY functions:
- Import Entire Sheet:
=IMPORTRANGE("URL_of_TEAM_Workbook", "Sheet1!A:Z")
- Filter Rows Using QUERY:
=QUERY(IMPORTRANGE("URL_of_TEAM_Workbook", "Sheet1!A:Z"), "SELECT * WHERE Col1 = 'JC'")
Editing in 'PERSONAL' Workbook
- Manual Copy-Paste: If you make edits in your 'PERSONAL' workbook, you can manually copy and paste the rows back into the 'TEAM' workbook.
Open both workbooks.
Copy the header row (presumably row 1) from the team workbook to your personal workbook.
Enter the following formula in A2 in your personal workbook:
=FILTER('[team workbook name]team worksheet name'!A2:Z1000, '[team workbook name]team worksheet name'!A2:A1000="JC". "No Data")
Substitute the real names of the team workbook and the team worksheet, and adjust the ranges as needed, then confirm the formula.
The result should spill to as many rows as needed.
Switch to the team workbook and close it.
Excel will automatically add the path of the team workbook to your formula.
Save your personal workbook.