Automatically Move Cell Info When Row is Added

Brookelynn86

New Member
Joined
Dec 22, 2021
Messages
1
Office Version
  1. 365
Platform
  1. Windows
Forgive me I am a noob.

I have an excel workbook that pulls data from an outside source that ends up adding rows for the new data. There are columns where we type in notes pertaining to the data in that row. I am trying to find out if it's possible to have the typed information automatically move with the same data in the row when updating and new rows get added, as currently the typed information is sitting in the same row it was written but now the data in that row is not the same as what it was previously. If that makes sense.

I really appreciate any assistance and look forward to learning something new!

The first (5) columns pulls from a hidden data sheet. The data sheet contains information pulled from outside source via Query. The following columns are for notes to enter manually.
The sorting has to be by PO# ascending for consistency.
We often have added PO#s to pull from our system when we update the data, and those rows get added in and push the other data down.
I want the manually entered notes to automatically follow the cells in column 1 when a new row is added. I can't seem to figure it out.


1640212738848.png
 

Excel Facts

Waterfall charts in Excel?
Office 365 customers have access to Waterfall charts since late 2016. They were added to Excel 2019.
Your notes in Cols 5 and 6 are not linked to your data (Cols 1-5) in any way.
Thus, when new data comes in (via query, vlookup, etc), anything in cols 5 and 6 will just sit there.

What you will need is for cols 5 and 6 to look up the notes dynamically.

In order to do this, you need to set up another worksheet Notes, with the following headings:
Col 1: PO#
Col 2: Tracking Notes
Col 3: Billing Notes
You will use this worksheet to write your notes.

Then, every time you refresh the PO data:
* for PO# that you want to add comments, copy that PO# to the Notes worksheet,
then insert your notes there.

In the original worksheet (Data, in my example), you type in the following formulae:

Tracking Notes column:
=IF(VLOOKUP(A2,Notes!A:C,2,FALSE)=0,"",VLOOKUP(A2,Notes!A:C,2,FALSE))

Billing Notes column:
=IF(VLOOKUP(A2,Notes!A:C,3,FALSE)=0,"",VLOOKUP(A2,Notes!A:C,3,FALSE))
 

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