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Help! Transferring series of cells from Worksheet1 to Worksheet2 to act as a running log

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    Help! Transferring series of cells from Worksheet1 to Worksheet2 to act as a running log

    We are trying to set up an excel spreadsheet to keep track of comments made by our employees regarding clients. The attached spreadsheet is a example of what I'm trying to do.

    We've got a list of 200+ clients and trying to synch up Client Status info between our employees has become a chore. What I'd like is for a client manager to make their comments on the sheet and for their comments to populate in a second sheet in a running log format.

    1. Is it possible to only pull the highlighted fields?
    2. If possible, can it be set up that the highlighted info can be transferred in such a manner that it populates specific columns relating to that specific client or would it be easier to use a filter option to sort entries?


    I'm open to any/all suggestions on how to best handle this.

    Thank you,
    Antonio
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    Forum Guru AlKey's Avatar
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    Re: Help! Transferring series of cells from Worksheet1 to Worksheet2 to act as a running

    I think the PivotTable would be the best and the easiest solution.

    Please see attached file with PivotTable on Sheet1
    Attached Files Attached Files
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