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BMcD's avatar
BMcD
Copper Contributor
Jan 14, 2025

copy data from one excel worksheet to another automatically based on yes or no

I am trying to build a "database" to track ongoing service issues. I currently track all service jobs (roughly 20/day), on individual tabs and have a separate tab for jobs that were not completed after 1 visit to ensure visibility is maintained and the job isn't lost. This "Ongoing Issue Tracker" is managed manually today. I am trying to add a cell on the daily sheet for each job that will auto populate the "Ongoing Issue Tracker" based on Conditional Formatting (Yes or No). I am striking out so far, any thoughts or help is appreciated!! 

1 Reply

  • mathetes's avatar
    mathetes
    Gold Contributor

    My suspicion is that a re-design is called for here. But without seeing the actual workbook (or a mockup if the actual is confidential) it's hard to say.

    The reason I suspect a re-design is called for: a well designed database could have all service jobs on a single sheet, and then use Excel's marvelous abilities to extract from that single database the ongoing. That would be a lot easier, frankly, and more robust/reliable, than doing the opposite--seeking to consolidate ongoing issues from a disparate set of individual tabs.

    So if you could help us help you by sharing either the actual workbook or the mockup as described, that would go a long way toward answering a lot of questions.

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