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Pulling information from other work books with filtering and source id.
Our take
Managing multiple spreadsheets across teams can be cumbersome, especially when each team has its own unique tracking system. However, consolidating project information into a single workbook could simplify collaboration and streamline workflows. By pulling key details—such as project number, client name, and due dates—from each team's spreadsheets while filtering out any projects marked as completed, you can create a powerful dashboard that serves everyone’s needs. Let’s explore how this approach can enhance visibility and efficiency without stepping on any team’s toes.
Hi there. I've just thought of something that might help at my work. In our department we have three teams: Chemistry, Physical, and Petrography. Each has a spreadsheet for their work. We all do different tests obviously but this can and often is on the same project. I'm wondering if we can have one workbook that pulls the following from each work book: project number, client, project name, due date, and team. It should also exclude any projects with a completed date. Is that something reasonably do-able?
My first thought would that this would be easy if each team had a worksheet in one workbook and we just had a dashboard but I'd expect some pushback on that as each team is quite protective over the project tracking for their own team.
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