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New Contributor

Is there a way to create a formula where data gets pulled into another sheet, within the same workbook, if and only if certain criteria are met? 

For instance, I have a master tab where information is inputted.  There is a second tab where only certain information pertaining to that tab will be pulled over if and only if it meets the criteria.  If Also as the master tab gets updates so will the other tab.

Only if there is a re-evaluation date for customer x, then customer x's info gets pulled over to the re-evaluation tab, if customer x does not have a re-evaluation date then nothing gets pulled over.  Further, as more new customers get entered into the primary data tab, if they have a re-evaluation date then they get automatically pulled over to the re-evaluation tab.

3 Replies

@LoisK590 

Use FILTER().

 

@Detlef Lewin that would have been amazing, unfortunately I don't have that version of Excel

You can use a Power Query to pull the filtered data across.
- Click Data Tab > From Table/Range
- Power Query will open up displaying the table.
- Filter the columns as needed
- Click Close & Load in top left
- A new sheet will be displayed with a table that contains only the filtered data

Let me know if it works