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I have to keep track of foundation donors. There are two different causes
that a donor can make a pledge towards. They can choose one or the other, or both. So this is what I have done€¦ I have created €˜worksheet 1, on this worksheet it lists ALL donors contact information, names, address, phone, etc. Using the Copy- Special Paste - Paste Link feature, I have pasted ALL donors contact information onto €˜worksheet 2. On €˜worksheet 2 if a donor is pledging towards cause 1 all of the payment history/schedule is tracked here. I also copied (using the Paste Link feature) ALL donors contact information onto €˜worksheet 3 which is for the donors pledging towards cause 2. And again I pasted all donors (using the Paste Link feature) to €˜worksheet 4 which is a summary of the donors giving history. I thought this would work great! I would only have to update contact information once and it would carry over to the other 3 worksheets, this causes less typing errors! Now the problem€¦ I have found that when I need to sort worksheet 2, 3, or 4 it messes up all of my links. If I sort on worksheet 1, it will sort all of the contact information on worksheets 2, 3, and 4, but ONLY the contact information, not all of the other pledging information. I have created a mess and need HELP! |
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Instead of using copy/paste links, I would recommend using VLOOKUP functions.
That way, no matter how you sort the data on sheets 2-4, the VLOOKUP function still functions correctly. -- Best Regards, Luke M *Remember to click "yes" if this post helped you!* "Jill" wrote: I have to keep track of foundation donors. There are two different causes that a donor can make a pledge towards. They can choose one or the other, or both. So this is what I have done€¦ I have created €˜worksheet 1, on this worksheet it lists ALL donors contact information, names, address, phone, etc. Using the Copy- Special Paste - Paste Link feature, I have pasted ALL donors contact information onto €˜worksheet 2. On €˜worksheet 2 if a donor is pledging towards cause 1 all of the payment history/schedule is tracked here. I also copied (using the Paste Link feature) ALL donors contact information onto €˜worksheet 3 which is for the donors pledging towards cause 2. And again I pasted all donors (using the Paste Link feature) to €˜worksheet 4 which is a summary of the donors giving history. I thought this would work great! I would only have to update contact information once and it would carry over to the other 3 worksheets, this causes less typing errors! Now the problem€¦ I have found that when I need to sort worksheet 2, 3, or 4 it messes up all of my links. If I sort on worksheet 1, it will sort all of the contact information on worksheets 2, 3, and 4, but ONLY the contact information, not all of the other pledging information. I have created a mess and need HELP! |
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