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Help filtering data from new sheets
Our take
Managing a client database can feel overwhelming, especially when relying on traditional spreadsheets. If you're looking to streamline your process and efficiently filter data from daily client sheets, you're not alone. By leveraging AI-enhanced tools, you can automate the aggregation of client details and tasks into a centralized database. Imagine effortlessly tracking each task type, like “water leak” or “blockage,” without the hassle of manual entry. Read on to discover a straightforward solution that will transform your data management and enhance your productivity.
Hi all,
I want to keep a database of the different types of tasks I do at work. I've stuck with this and would greatly appreciate a solution!
I see clients daily and keep a record of who I see in a workbook. There is a sheet for every day with that day's client list, with columns for name, contact details, and task. The task column is a drop down list that I've made with Data Validation. Options are "water leak," "low water pressure," "blockage" etc.
It's important that I can use a template sheet and copy it every day, then populate the new sheet with that day's client list.
I now want to make a database by bringing the client details into a new sheet and filtering by task. I want to keep record of this going forward, but doesn't have to be retrospective. I've been able to do this for one individual day (which is one sheet) by using FILTER=, but this only works for one sheet at a time.
How can I set this up so that when I make a new sheet from the template every day, the task category is recorded in a seperate 'Database' sheet with the client information? It would ideally look like a list of, for example, rows of all the water leaks I've gone to, with the client information for each one.
Thank you so much for any help 🙏
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