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Automatically update and format multiple synced worksheets

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    Automatically update and format multiple synced worksheets

    Hi all,

    My work department is developing a case register for all clients for multiple purposes with one of the aims to automatically extract a waiting list of clients in date order and filtering only those marked as "on

    The mastersheet (named CASE REGISTER) contains all the information and columns.

    The other worksheets currently has data that mirrors the CASE REGISTER worksheet but only specific columns appear (for e.g. client waiting list working sheet). They are automatically updated when the CASE REGISTER worksheet is edited.

    However, I am having difficulties in automatically syncing all these worksheets together in particular formats I would like to have.

    For instance, the CASE REGISTER is sorted by surname. For the client waiting list (in a another worksheet but is synced with the CASE REGISTER worksheet), I would like it to be sorted in date order and filtering only ones marked as "on the waiting list".

    Currently, the only way to have the waiting list worksheet in the format I described above is by doing the sort and filter in the CASE REGISTER worksheet first, and then then it would appear correct in the waiting list worksheet. This method is not user friendly. I tried doing the filter and sort only in the waiting list worksheet but the sorting does not work as it still sorted by surname from the case register.

    Therefore, I would like to have the other worksheets already formatted in the correct order automatically without needing to sort everything in the case register worksheet first.


    I hope the above makes some sense!!


    Any suggestions?

  2. #2
    Forum Expert dflak's Avatar
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    Re: Automatically update and format multiple synced worksheets

    We could do a better job helping you if we had a sample file to look at.

    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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