Question description:
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I use a Google Sheet to keep track of prospective investors. The first tab functions as a master tab. Some of the columns I use to categorize the prospects. For example, if they are a candidate to lead for the next round, in the column, I would put a y for Yes. Then, I would like to have a separate tab that shows only those investors that I have flagged as possible lead investors.
Solved by I. H. in 40 mins
This is the chat thread from the real Excelchat help session. It contains no private user
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Excelchat Expert
05/06/2018 - 05:21
Welcome to got it pro
User
05/06/2018 - 05:21
Hi YK
User
05/06/2018 - 05:21
Thanks
User
05/06/2018 - 05:21
Want me to put in a couple reference columns?
Excelchat Expert
05/06/2018 - 05:22
Ah, I was thinking about the both files you were talking about.
Excelchat Expert
05/06/2018 - 05:22
But some sample data would be sufficient too.
User
05/06/2018 - 05:22
It's a single file, just trying to get the right information to populate into a second tab.
Excelchat Expert
05/06/2018 - 05:23
I understand. Please let me know when you are finished.
User
05/06/2018 - 05:24
Finished
User
05/06/2018 - 05:24
So I put everyone in the master list, and I would like the Leads tab automatically populated
Excelchat Expert
05/06/2018 - 05:25
So, basically copy over each row which have Yes in it, right?
User
05/06/2018 - 05:26
yes
Excelchat Expert
05/06/2018 - 05:27
Please give me some time.
User
05/06/2018 - 05:27
ok, thx
User
05/06/2018 - 05:31
(to clarify, copy over each row that has "yes" in the Lead Candidate column). there might be other columns set up with yes as an option, to drive the yes rows into other tabs.
Excelchat Expert
05/06/2018 - 05:32
Um, I listening..
Excelchat Expert
05/06/2018 - 05:36
Okay, I think I got the idea now what you meant.
User
05/06/2018 - 05:37
it's a way of filtering into another tab
Excelchat Expert
05/06/2018 - 05:37
may I go on?
User
05/06/2018 - 05:37
yes
Excelchat Expert
05/06/2018 - 05:38
From Lead sheet, Other sheets will be populated, right? Such as master list would contain all yes, Already connected would contain which have Yes in Linked column
Excelchat Expert
05/06/2018 - 05:39
Please correct me if I'm wrong.
User
05/06/2018 - 05:39
almost, everything will populate FROM the Master List.
User
05/06/2018 - 05:39
So the Master List might have 100 contacts, and the Leads 20.
User
05/06/2018 - 05:39
Already Connected might have 60.
User
05/06/2018 - 05:39
Bay Area, 50, etc.
Excelchat Expert
05/06/2018 - 05:40
I see. I will write formula accordingly.
User
05/06/2018 - 05:40
I apologize, I have to go in 2 minutes. Do you know the name of the function we are trying to do?
Excelchat Expert
05/06/2018 - 05:40
Yeah, it will be INDEX-SMALL-IF
Excelchat Expert
05/06/2018 - 05:41
I mean combination of INDEX and SMALL and IF functions.
User
05/06/2018 - 05:41
ok, great, thanks, that's very helpful. Have a wonderful day/evening!
Excelchat Expert
05/06/2018 - 05:42
I'm sorry that you have to run now. You can come back later and see the solution here.
Excelchat Expert
05/06/2018 - 05:42
I will leave the file in the chat.
Excelchat Expert
05/06/2018 - 05:57
[Uploaded an Excel file]
Excelchat Expert
05/06/2018 - 05:58
Please download this file when you are back.
Excelchat Expert
05/06/2018 - 05:58
Thanks
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