Copying Data From One Sheet to Another Content Dependent.

[Peregrine]

I am after advice to help organize a client wait list.
As clients enter our department their names, details and priority are entered onto an excel spreadsheet.
Their rating is then converted on the same sheet to ‘Allocated’ once they have an appointment and again to ‘Discharged’ once intervention complete.

We have been sorting this list on the one page and printing out details but as the list grows, we have the need to separate the true wait list from allocated clients.

What function would I use so the first worksheet is a master list of all clients; all details about clients waiting to be seen would automatically be copied to a ‘Waiting to be Seen List’ on a second page of the workbook and any client allocated or discharged would copy to a separate third worksheet.

Please see attached copy of our current layout.

[CheshireCat]

Have you considered using the "Autofilter" to display only the true wait list?

Select the header row of your sheet and use:

Data > Filter > Autofilter

Use the Arrow button at the top of your priority column and select the priority you want to display. Selecting "(Custom...)" gives you the option of combining the displayed priorities.