Copy Filtered data to summary file

[Siddesh_Dhruva]

Hi Team, i am working on one pager template which will be used for summary review with management

Issue here is i cannot use formulas to populate the details in summary file since end users might get confused when they see formulas.

request you to help with the solution which i can depend on. i have attached summary data which might give you an idea 

appreciate your help on this..

Below is the raw data:

Rw no	Trade	Supplier	Status	Milestone	2020 spend	2021 spend	2022 Spend	Indirect Spend
1	Furniture	Phillina Ober	engaged	Customers	10	50	60	10
2	Chair	Mick Brown	Under review	Pipeline customers	100	600	400	50
3	Sofa	Maria Etezadi	Awarded	Suppliers	600	700	500	60
4	Table	Maria Etezadi	Under review	Suppliers	500	300	500	80
5	Glass table	Jack O'Briant	Awarded	Customers	800	600	900	100

Spoiler

Spoiler

i am unable to upload the summary view prototype, however i believe the above question makes sense and we have a solution for this.

Thank you!
Dhruva

[#2]

Would you care to clarify?

Your final "Spoiler" says you have a solution "for this" -- whatever "this" is -- but it's also unclear, from the very beginning, what the relationship is between the "users" who might be confused by the presence of formulas, and the management to whom the presentation of summary data is to be made. Are the users the same as management? Are they that easily confused?

And IF that data you showed is itself an example of the summary, then it would also be helpful to see what the raw data looks like.