Help w/ Copying Data from Worksheet A to Worksheet B-Z If It Meets Criteria

[KaratXXVI]

Hi Excel Gurus!

I'm hoping you can help. I work as Document Control in a company that will eventually transfer our DC from Excel to a Document Management System in the next handful of weeks. What I'm hoping to do is setup my personal document control Excel tracker so that on the main page I have a master list of things coming in, and separate worksheets for the different action stages of a document (nomenclature, approval, internal review, external review, signature).

What I would like to see on this master list are columns for nomenclature, document title, revision, date in, action required, and date complete. Then depending on what is in the action required column for that row, I would like to see that row copied into a new line on the worksheet that matches that action. Then once that action is closed on the worksheet, I'd like to have the date closed copied back to the master list.

Is this something that can be easily done? How would you suggest going about this?

Many, many thanks in advance!!!!

[AliGW]

Welcome to the forum!

The first thing I would suggest is that you mock up (manually) a workbook that shows what you want to achieve. Obviously nobody is going to do the entire thing for you, but to help guide you, we shall need to see what you are aiming for.

Will you please attach a sample Excel workbook? We are not able to work with or manipulate a picture of one and nobody wants to have to recreate your data from scratch.

1. Make sure that your sample data are REPRESENTATIVE of your real data. The use of unrepresentative data is very frustrating and can lead to long delays in reaching a solution.

2. Make sure that your desired results are also shown (mock up the results manually).

3. Make sure that all confidential data is removed or replaced with dummy data first (e.g. names, addresses, E-mails, etc.).

4. Try to avoid using merged cells as they cause lots of problems.

Unfortunately the attachment icon doesn't work at the moment, so to attach an Excel file you have to do the following: just before posting, scroll down to Go Advanced and then scroll down to Manage Attachments. Now follow the instructions at the top of that screen.

Please pay particular attention to point 2 (above): without an idea of your intended outcomes, it is often very difficult to offer appropriate advice.