Forum Discussion
Auto-copying row from master budget to separate tabs by dropdown category
Hello,
I am working with a budget that has different 'program' types available to select in a dropdown. I have tabs set up to represent each of the different programs, and I want the new information to auto-populate from the master "All Expenses"tab to the tabs by program type when a new row is entered. I think I need to use an INDIRECT function, but I am not sure how to accomplish this. I can't share from my company's OneDrive but I uploaded the spreadsheet into google drive so it can be referenced.
https://docs.google.com/spreadsheets/d/19RUBiQnMhgvh0kht1onjutJpzoWhkNXtqIg_cu_tI1o/edit?usp=sharing
See the attached. I had to create a new blank sheet because the (premature) fancy formatting you've done in the subordinate sheets, frankly, gets in the way. In general--a lesson from more experienced Excel programmers--it's best to leave formatting (use of colors, combining cells for headers, etc., etc., until you have the workbook functioning as desired.
So what I'm illustrating here is how the FILTER function works to extract all of the data for the "Prevention" program from that "All Expenses" sheet to a "Prevention Sheet" This would be far more robust a solution than INDIRECT.
To help you further in development, here is a hyperlink to a very helpful YouTube video developed by Microsoft to explain the FILTER function.
Feel free to come back with further questions as needed, but please view that video ( and checkout the attached spreadsheet) first.
- Thank you for your help! I inherited this spreadsheet and am attempting to make it functional and I appreciate your advice to remove the fancy formatting. I don't think I realized how much it was getting in my way. The video and file you provided were incredibly helpful and I can make it work now.
