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Tabitha1225's avatar
Tabitha1225
Copper Contributor
Apr 17, 2023

Help determining what / how to pull and replace data using identifier

Not sure if I am using the right terminology so bare with me. 

I am trying to create a spreadsheet with one tab having a list of "planned budget" items which forecasts our team's projected spend for the year. Ideally, this information would be replaced as the actual budget expenses are submitted which would appear a separate sheet with "actual budget" . Because each item on the budget would have a unique identifier (in this case an application id) I wanted to be able to simply add the application ID to the planned budget when we receive it and once that is entered, the other data (in this case it would be the date which was blank and amount which could have changed) would be overwritten by what is on the other sheet in actual. Any suggestions on the easiest way to make this happen? I included a screenshot of the planned and actual tabs (although the real one will have more columns of data) and what this would look like if that helps. Any suggestions would be greatly appreciated.  

2 Replies

  • peiyezhu's avatar
    peiyezhu
    Bronze Contributor
    application ID to the planned budget when we receive it and once that is entered,

    ??
    Sorry,I am confused about the topic.
    How about Microsoft form to collect info?

    The two sheets Planned and Actual are same?
    Why divide to two worksheets rather one sheet?
    • Tabitha1225's avatar
      Tabitha1225
      Copper Contributor
      The planned spend and actual are different. On spreadsheet is what we "plan" or protect to spend on a particular donation. This also includes several other points of data we need. The other is what is "actual" based on the data received via application which we download weekly and upload on the sheet. I am trying to find a way to basically merge the two lists so when the "actual" is submitted it overrides what is on the "plan"

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