Auto Fill Info from Master Sheet to Daily Sheets

Apologies if this is in the wrong place. I am new here and to excel. I don't know the lingo or what's what yet. Please move if needed.

I hope this is something that is attainable with my very limited experience in excel.

I am in need of auto filling some info from my master sheet to a daily sheet or workbook. Currently, I am using the copy & paste link to auto fill the daily sheets but it breaks anytime a column/row are added/moved or deleted.

My columns look like this:

Date WO# Emp# Name Phone# Position Hours Day/Night Paycode
2024-02-02 1234 5678 Doe, John Bob 111-111-1111 Cook 10 Day 624


When I type someone's name, I would like it to auto fill the Emp#, Phone#, Position, hours & pay code, so that I do not have to do this every single time for every staff member and it would help eliminate entry errors.

Is this attainable or is this way above my current learning level?

Welcome to the forum.

It easy to do, especially if you provide a worksheet.

How do I attach a sheet please? I only see attach an image option.

I hope this worked.

If it did, I would like the yellow squares to auto fill when I type in the green square (Name)

Thank you. I will have a look.

I'm not sure if I'm doing something wrong or if something isn't working.

I selected Donald duck from row 4 on the day sheet, the only thing that shows up is #NAME? in column B & C-F are blank.

I then tried selecting different names in the drop down box from other rows and the same thing happens. It also removes the rest of the info from C-F.

I will check in later when I am back.

I downloaded the form in post 4 and I get the same thing.

It does work when using the online version. I'm guessing that my work computer isn't up to date for office 365?

Excel sheet from the app on the PC says "Version 2103 (Build 13901.20400 Click to run)" Is that the number you were looking for?

I just purchased it for my own PC, as I cant update or make changes to the work PC.

Mine shows 2401, so I think its good now.

As for the source sheet, are you asking me or Glen please? I just uploaded a sheet to show what I wanted to learn how to do.

Would it be more helpful if I uploaded the complete sheets? (There are 2 sheets with 2 weeks each) If so, I would need some time to change the info.

I was talking about yours Gary70.

Oh. Yeah, there wasn't a source sheet. just what I was looking for because it didn't show correctly in my first post.

I'm going to provide the actual workbook that I use & I should have it finished with the changed info in about 1-2hrs. (Depending how long my meeting in a few minutes goes for).

Ok. Here is the actual workbook.

In the emp sheet, when I type the employee's name in column D, it auto enters into Column J (I did this to be able to add temporary staff when needed)

It then auto enters the name into the schedule. All the other info from columns I-V auto enters into sheets T234-T412S2.

This works great if nothing ever needs to be changed, but that is never usually the case & it can break very easily. That's why I would like to have the info I requested earlier,
to auto enter when I type a name into one of the T234-T412S2 sheets.

Then I could just copy & paste staff names into the schedule & when the name auto copies to the T234-T412S2 sheets, it would auto fill the other info that never changes & wouldn't break if they were added to different posts/lines.

I hope I have explained this correctly.

Well, if I understood it correctly you could use the formula bellow.

Formula:

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I did it for you in the sheet 'T234' yellow columns, also added drop-down menu for column D.

Thanks. I will have a look at it tomorrow, when I'm back at work. If it's what I need, then I will have to decipher the code to understand what does what.

Don't get me wrong, I'm very pleased with all the help I am getting, but I also want/need to understand it, so I can do it on my own eventually

Thank you!!!!

It is as simple as possible.
XLOOKUP looks for D2 in the tab 'Emp' column D and if it find a match it return the corresponding value in column C, if no corresponding value is found it return "NA". The zero at the end makes sure it will be exact match.

=XLOOKUP($D2,Emp!$D:$D,Emp!C:C,"NA",0)

Just had time to glance at it quickly.

OMG. It looks like it's exactly what I need

I do not get much free time during my hours of work, so, over the next couple of weeks, I'm going to enter the correct info, try it out & will update you all then.

I am so very grateful for this and everyone's help. I knew joining this forum would be a great decision!!!!

Thank you, Thank you, Thank you

Tks for the feedback, glad to help.

Apologies if I didn't explain this correctly before.

I was about to start entering the proper info into the sheet, when I noticed that the names on the T sheets are being filled from the emp sheet and not from the schedule. The names (Column D) on the T sheets need to be created from the names in the schedule, not from the emp sheet. Once the name is in column D on the T sheets, then it needs to pull the info from the employee sheet to auto fill columns C,G,H & I.

So it's like this:

1 - Emp sheet fills out the schedule.
2 - Names from the schedule fill out column D on the T sheets.
3 - Columns C,G,H & I on the T sheets would auto fill from the name in column D.

I hope this is a better explanation.

Is this doable or no? If so, how would I go about making this happen please?

Thank you. I will look this over sometime today and update!!!

I think it worked. I also dragged D2 all the way down for the rest of the day. I also corrected the no & yes formulas to match the Emp #'s for now, in case we can't do it off the schedule.

Let me know if I did it correctly please.

The bold part is #4.

The one's in yellow are the ones I need for every Tuesday. Every employee on that day needs 2 lines, except for medical.

How do I go about adding all of this the other sheets that I will eventually make to copy the remainder of the schedule for the year please? I am having no luck by copying and pasting & I can't figure out what needs to be changed in each line so that it will auto copy from the rest of the calendar.

They are already there.

T412 is the same as T234 & the other 2 T sheets are the same but with only 2 staff on those dates.

Is that what you need?

Thank you. I will try and play around with it tomorrow if I get time.

Hi guys, I need help, I need an excel formula that will check if row 1 contains K,D,S,1,0 and 2, then get their corresponding numbers from row A (same columns), and return the largest number only among these. This formula can be displayed in the yellow cell of row 1, and can be copied to other yellow cells but all using numbers from row A.

JeteMc you & this forum are awesome!!!! Words can not even come close to express my gratitude for the help that you & others have given me. (I will probably need more lol)

Just finished looking over 1 page & so far it seems good. Fingers crossed that the rest will be the same. (FYI - I think I might have figured out how to do the stuff you highlighted in yellow, but I don't want to get my hopes up to high just yet lol)

When I get more time over the next 2 weeks, I'm going to implement a couple of rows to the schedule & all 26 pages of lems, to make sure all the chains work correctly before I make a template for a full year. It's going to take me some time to tweak the formula for columns, sheet names & what ever else is needed because all the info & columns are are not the same.

If I don't have any questions during my trial run, I will update you when I'm finished

Again, thank, thank you & thank you

PS:

I haven't had time & won't have for a couple of weeks, to look over the forum yet, but does this forum have a setup to be able to donate money for the website costs? I can't afford much, but as they say, time is money, so I would love to give a few bucks to pay it forward