How to Use Helper Sheets and Main Tracker for Automated Reporting

How to Use Helper Sheets and Main Tracker for Automated Reporting

Learn step-by-step how to use helper sheets from the main tracker, link data, update reports, and automate task management using logic columns. This guide covers linking sheets, managing tasks, and optimizing daily reporting workflows.

February 16, 2026 By Drew Stewart

In this guide, we'll learn how to create and manage helper sheets from a main tracker, link data between sheets, and ensure updates are reflected in reports using set logic. This process helps organize tasks, track progress, and keep information consistent across different sheets.

We'll also cover how to use dropdown lists, link values, and adjust formulas to match specific needs. By following these steps, you can streamline your workflow and maintain accurate records.

Let's get started

Step #1: Drag here — Drag here

Step #2: Click here — Click here

Step #3: Drag "cell" — Drag "cell"

Step #4: Click here — Click here

Step #5: Click on "( 54 ) Power drop helper - Smartshe X" — Click on "( 54 ) Power drop helper - Smartshe X"

Step #6: Click here — Click here

Step #7: Drag here — Drag here

Step #8: Right-click here — Right-click here

Step #9: Click on "Link from Cell in Other Sheet" — Click on "Link from Cell in Other Sheet"

Step #10: Click on "+ MIB LH" — Click on "+ MIB LH"

Step #11: Click on "+ Power drop electrical" — Click on "+ Power drop electrical"

Step #12: Click on "+ V2 Inbound standard power" — Click on "+ V2 Inbound standard power"

Step #13: Click on "+ V1 Inbound standard power" — Click on "+ V1 Inbound standard power"

Step #14: Click on "+ P Adapter cell newtork PLC ( UPS )" — Click on "+ P Adapter cell newtork PLC ( UPS )"

Step #15: Click on "( 45KVA )" — Click on "( 45KVA )"

Step #16: Click on "+ H Mint" — Click on "+ H Mint"

Step #17: Drag here — Drag here

Step #18: Drag "," — Drag ","

Step #19: Click on "Create Link" — Click on "Create Link"

Step #20: Click on "Refresh x" — Click on "Refresh x"

Step #21: Click on "C" — Click on "C"

Step #22: Click on "Accessories" — Click on "Accessories"

Step #23: Click on "( 54 ) Tracker for Palestine 3.0 - Sma X" — Click on "( 54 ) Tracker for Palestine 3.0 - Sma X"

Step #24: Click on "( 54 ) Power drop helper - Smartshe X" — Click on "( 54 ) Power drop helper - Smartshe X"

Step #25: Drag "drive control Drv 1" — Drag "drive control Drv 1"

Step #26: Click on "Laptops" — Click on "Laptops"

Step #27: Click on "MIB Task names" — Click on "MIB Task names"

Step #28: Click here — Click here

Step #29: Click on "ACDP ) Drv 1" — Click on "ACDP ) Drv 1"

Step #30: Right-click on "ACDP ) Drv 1" — Right-click on "ACDP ) Drv 1"

Step #31: Click on "Edit Column Formula" — Click on "Edit Column Formula"

Step #32: Drag ")" — Drag ")"

33

Type "Ctrl + C"

34

Type "Ctrl + C"

35

Type "Ctrl + C"

36

Type "Ctrl + C"

37

Type "Ctrl + C"

38

Type "Ctrl + C"

Step #39: Click here — Click here

Step #40: Right-click here — Right-click here

Step #41: Double-click here — Double-click here

42

Type "Ctrl + V"

Step #43: Click on "| = IF" — Click on "| = IF"

44

Type "Backspace"

Step #45: Click here — Click here

Step #46: Click on "( AND" — Click on "( AND"

47

Type "Ctrl + F"

48

Type "XIB + TabMIB"

Step #49: Click on "Replace All" — Click on "Replace All"

Step #50: Click on "? ×" — Click on "? ×"

Step #51: Double-click on "(" — Double-click on "("

Step #52: Click on "IF" — Click on "IF"

Step #53: Click on "IF" — Click on "IF"

Step #54: Click on "IF" — Click on "IF"

55

Type "= + Enter"

Step #56: Right-click on "MIB LH H Mint" — Right-click on "MIB LH H Mint"

Step #57: Click on "Convert to Column Formula" — Click on "Convert to Column Formula"

Step #58: Click on "20" — Click on "20"

Step #59: Click here — Click here

Step #60: Click on "Conduit H Mint" — Click on "Conduit H Mint"

Step #61: Double-click on "MIB Tasks" — Double-click on "MIB Tasks"

Step #62: Click on "Adapter cell newtork PLC ( UPS )" — Click on "Adapter cell newtork PLC ( UPS )"

Step #63: Double-click on "( OR ( CONTAINS (" — Double-click on "( OR ( CONTAINS ("

64

Type "Backspace"

Step #65: Click here — Click here

Step #66: Click here — Click here

Step #67: Right-click on "Conduit D1 Bot chargin" — Right-click on "Conduit D1 Bot chargin"

Step #68: Click on "Edit Column Formula" — Click on "Edit Column Formula"

Step #69: Drag "TAINS ( " Conduit " , [ XIB Main from tracker ] @row ) , CONTAINS ( " Pulling cables " , [ XIB Main from tracker ] @row ) , CONTAINS ( " Terminations " , [ XIB Main 1 @ row ) ) , SUBSTITUTE ( [ XIB Main from tracker ] @row , " XIB RH " , " " ) , " " ) |" — Drag "TAINS ( " Conduit " , [ XIB Main from tracker ] @row ) , CONTAINS ( " Pulling cables " , [ XIB Main from tracker ] @row ) , CONTAINS ( " Terminations " , [ XIB Main 1 @ row ) ) , SUBSTITUTE ( [ XIB Main from tracker ] @row , " XIB RH " , " " ) , " " ) |"

70

Type "Ctrl + C"

71

Type "Ctrl + C"

Step #72: Click on "MIB LH R1 Inbound cel" — Click on "MIB LH R1 Inbound cel"

Step #73: Right-click on "MIB LH H Mint" — Right-click on "MIB LH H Mint"

Step #74: Click on "Edit Column Formula" — Click on "Edit Column Formula"

Step #75: Click on "," — Click on ","

76

Type "Backspace"

77

Type "L + Enter"

Step #78: Double-click here — Double-click here

Step #79: Double-click here — Double-click here

80

Type "Ctrl + V"

Step #81: Click on "= IF" — Click on "= IF"

82

Type "Backspace"

Step #83: Double-click on """ — Double-click on """

84

Type "Ctrl + F"

Step #85: Click on "Replace All" — Click on "Replace All"

Step #86: Click on "? ×" — Click on "? ×"

Step #87: Double-click on """ — Double-click on """

Step #88: Click on "," — Click on ","

89

Type "Backspace"

90

Type "L"

Step #91: Click on "IF" — Click on "IF"

92

Type "= + Enter"

Step #93: Double-click here — Double-click here

Step #94: Right-click here — Right-click here

Step #95: Click on "fx Convert to Column Formula" — Click on "fx Convert to Column Formula"

Step #96: Click here — Click here

Step #97: Click on "Browse" — Click on "Browse"

Step #98: Click on "Palestine 3.0" — Click on "Palestine 3.0"

Step #99: Click on "Daily reporting" — Click on "Daily reporting"

Step #100: Click on "Power drop daily report AIB" — Click on "Power drop daily report AIB"

Step #101: Click here — Click here

Step #102: Drag here — Drag here

Step #103: Click on "✓ ( 54 ) Tracker for Palestine 3.0 - Sma × +" — Click on "✓ ( 54 ) Tracker for Palestine 3.0 - Sma × +"

Step #104: Click on "-R1 Inbound" — Click on "-R1 Inbound"

Step #105: Click on "-H" — Click on "-H"

Step #106: Drag "Accessories" — Drag "Accessories"

Step #107: Drag "( 54 ) Tracker for Palestine 3.0 - Sma X" — Drag "( 54 ) Tracker for Palestine 3.0 - Sma X"

Step #108: Click here — Click here

Step #109: Click on "( MCP0001 )" — Click on "( MCP0001 )"

Step #110: Click on "+ H Mint" — Click on "+ H Mint"

Step #111: Click on "," — Click on ","

Step #112: Click here — Click here

Step #113: Click here — Click here

Step #114: Click on "Laptops" — Click on "Laptops"

115

Type "Ctrl + C"

116

Type "Ctrl + C"

Step #117: Double-click here — Double-click here

Step #118: Click here — Click here

119

Type "Ctrl + V"

Step #120: Double-click on "Column112" — Double-click on "Column112"

121

Type "Ctrl + V"

Step #122: Click on "B LH Conduit H Mint" — Click on "B LH Conduit H Mint"

123

Type "Backspace"

124

Type "Backspace"

125

Type "Backspace"

126

Type "Backspace"

127

Type "Backspace"

128

Type "Backspace"

Step #129: Click here — Click here

Step #130: Click on "MIB LH Terminations H Mint" — Click on "MIB LH Terminations H Mint"

Step #131: Click here — Click here

Step #132: Click on "Conduit H Mint . Areas , Laptops , Accessorie" — Click on "Conduit H Mint . Areas , Laptops , Accessorie"

Step #133: Click on "+" — Click on "+"

Step #134: Click on ">" — Click on ">"

Step #135: Click on "( 17 ) Palestine 3.0 - Smartsheet.com" — Click on "( 17 ) Palestine 3.0 - Smartsheet.com"

Step #136: Click on "Tracker for Palestine 3.0 - Sma X" — Click on "Tracker for Palestine 3.0 - Sma X"

Step #137: Click on "Smartsheet" — Click on "Smartsheet"

Step #138: Click on "Palestine 3.0 - Smartsheet.com X" — Click on "Palestine 3.0 - Smartsheet.com X"

Step #139: Click on "☐" — Click on "☐"

Step #140: Click on "Main Helper sheets" — Click on "Main Helper sheets"

Step #141: Click on "Power drop helper" — Click on "Power drop helper"

Step #142: Drag here — Drag here

Step #143: Double-click on "." — Double-click on "."

144

Type "Ctrl + C"

145

Type "Ctrl + C"

146

Type "Ctrl + C"

Step #147: Double-click on "Column111" — Double-click on "Column111"

148

Type "Ctrl + V"

Step #149: Click here — Click here

Step #150: Click here — Click here

Step #151: Click here — Click here

152

Type "Ctrl + V"

153

Type " exists"

Step #154: Click on "Cancel" — Click on "Cancel"

Step #155: Click on "Laptops" — Click on "Laptops"

156

Type "Ctrl + C"

157

Type "Ctrl + C"

Step #158: Double-click here — Double-click here

159

Type "Ctrl + V"

Step #160: Click on "Ok" — Click on "Ok"

161

Type " "

162

Type "Ctrl + V"

Step #163: Click on "( MCP0001 )" — Click on "( MCP0001 )"

Step #164: Click on "Cancel" — Click on "Cancel"

Step #165: Drag "cell" — Drag "cell"

Step #166: Click on "cell" — Click on "cell"

167

Type "Ctrl + C"

168

Type "Ctrl + C"

169

Type "Ctrl + C"

Step #170: Double-click here — Double-click here

171

Type "Ctrl + V"

Step #172: Click on "Ok" — Click on "Ok"

Step #173: Click on "Terminations P Adapter cell" — Click on "Terminations P Adapter cell"

174

Type "Ctrl + C"

Step #175: Drag here — Drag here

176

Type "Ctrl + V"

Step #177: Double-click on "Column111" — Double-click on "Column111"

178

Type "Ctrl + V"

Step #179: Click here — Click here

180

Type " "

181

Type "Ctrl + V"

Step #182: Click on "Conduit V1 Inbound standard power" — Click on "Conduit V1 Inbound standard power"

183

Type "Ctrl + C"

Step #184: Drag "Terminations P Adapter cell newtork PLC ( UPS )" — Drag "Terminations P Adapter cell newtork PLC ( UPS )"

185

Type "Ctrl + V"

Step #186: Click here — Click here

Step #187: Click here — Click here

Step #188: Double-click here — Double-click here

Step #189: Double-click on "( MCP0001 )" — Double-click on "( MCP0001 )"

Step #190: Click on "Cancel" — Click on "Cancel"

Step #191: Click on "☐" — Click on "☐"

Step #192: Click here — Click here

Step #193: Click on "Board" — Click on "Board"

Step #194: Click on "Board" — Click on "Board"

Step #195: Click here — Click here

Step #196: Click here — Click here

Step #197: Click here — Click here

Step #198: Click here — Click here

Step #199: Click here — Click here

Step #200: Right-click here — Right-click here

Step #201: Click on "Delete 14 columns" — Click on "Delete 14 columns"

Step #202: Click on "Delete" — Click on "Delete"

Step #203: Click here — Click here

Step #204: Click on "( 45K ..." — Click on "( 45K ..."

Step #205: Drag here — Drag here

Step #206: Double-click on "Conduit R1 Inbound cell ( MCP0001 ) ( 45K ..." — Double-click on "Conduit R1 Inbound cell ( MCP0001 ) ( 45K ..."

Step #207: Double-click here — Double-click here

Step #208: Click here — Click here

Step #209: Click here — Click here

Step #210: Click here — Click here

Step #211: Click on "+" — Click on "+"

Step #212: Click on ">" — Click on ">"

Step #213: Click here — Click here

Step #214: Click on "Select" — Click on "Select"

Step #215: Click here — Click here

Step #216: Double-click here — Double-click here

Step #217: Double-click here — Double-click here

Step #218: Double-click here — Double-click here

Step #219: Double-click here — Double-click here

Step #220: Double-click on "Cancel" — Double-click on "Cancel"

Step #221: Double-click here — Double-click here

Step #222: Double-click here — Double-click here

Step #223: Click on "Task" — Click on "Task"

224

Type "AIB + Enter"

Step #225: Right-click here — Right-click here

Step #226: Click on "Insert 1 column left" — Click on "Insert 1 column left"

Step #227: Click on "三" — Click on "三"

Step #228: Click on "Enter or paste values" — Click on "Enter or paste values"

Step #229: Double-click here — Double-click here

Step #230: Click on "+" — Click on "+"

Step #231: Click here — Click here

Step #232: Click on "<" — Click on "<"

Step #233: Click on "Main Helper sheets" — Click on "Main Helper sheets"

Step #234: Click on "Power drop helper" — Click on "Power drop helper"

Step #235: Click on "Select" — Click on "Select"

236

Type "MIB Task"

Step #237: Click here — Click here

Step #238: Double-click here — Double-click here

Step #239: Click here — Click here

Step #240: Click on "Apply" — Click on "Apply"

Step #241: Right-click here — Right-click here

Step #242: Click on "1" — Click on "1"

Step #243: Click on "Dropdown list" — Click on "Dropdown list"

Step #244: Double-click here — Double-click here

Step #245: Click on "+" — Click on "+"

Step #246: Click here — Click here

Step #247: Click here — Click here

Step #248: Click on "Select" — Click on "Select"

249

Type "XIB Tasks"

Step #250: Click here — Click here

Step #251: Click here — Click here

Step #252: Click on "A1 XIB Tasks" — Click on "A1 XIB Tasks"

Step #253: Click on "Apply" — Click on "Apply"

Step #254: Click on "E Forms" — Click on "E Forms"

Step #255: Click on "Manage forms" — Click on "Manage forms"

Step #256: Click here — Click here

Step #257: Click here — Click here

Step #258: Click on "Forms v" — Click on "Forms v"

Step #259: Click on "+ Create form" — Click on "+ Create form"

Step #260: Click here — Click here

Step #261: Click on "Logic" — Click on "Logic"

Step #262: Click here — Click here

Step #263: Drag "AIB 329" — Drag "AIB 329"

264

Type "Backspace"

Step #265: Drag here — Drag here

266

Type "Backspace"

Step #267: Click on "MIB 329" — Click on "MIB 329"

268

Type "Backspace"

269

Type "Backspace"

270

Type "Backspace"

Step #271: Click on "MIB 332" — Click on "MIB 332"

272

Type "Backspace"

273

Type "Backspace"

274

Type "Ctrl + Z"

Step #275: Click here — Click here

Step #276: Click here — Click here

Step #277: Click here — Click here

Step #278: Click here — Click here

Step #279: Click here — Click here

Step #280: Click here — Click here

Step #281: Click here — Click here

Step #282: Click here — Click here

Step #283: Click on "Logic" — Click on "Logic"

Step #284: Click on "Add Logic" — Click on "Add Logic"

Step #285: Double-click on "When Leads name contains" — Double-click on "When Leads name contains"

Step #286: Double-click here — Double-click here

Step #287: Click here — Click here

Step #288: Click here — Click here

Step #289: Click here — Click here

Step #290: Click on "Logic" — Click on "Logic"

Step #291: Click on "Add Logic" — Click on "Add Logic"

Step #292: Click on "When Cell name is" — Click on "When Cell name is"

Step #293: Double-click here — Double-click here

Step #294: Double-click here — Double-click here

Step #295: Click here — Click here

Step #296: Click on "T Leads name x" — Click on "T Leads name x"

Step #297: Click on "MIB Task" — Click on "MIB Task"

Step #298: Click on "fields" — Click on "fields"

Step #299: Double-click on "Add" — Double-click on "Add"

Step #300: Click here — Click here

Step #301: Click here — Click here

Step #302: Click on "Add Logic" — Click on "Add Logic"

Step #303: Click on "Conduit H Mint . Areas , Laptops , Accessories" — Click on "Conduit H Mint . Areas , Laptops , Accessories"

Step #304: Double-click on "," — Double-click on ","

Step #305: Click here — Click here

Step #306: Click here — Click here

307

Type "H"

Step #308: Click on "Laptops , Accessorie" — Click on "Laptops , Accessorie"

Step #309: Click on "," — Click on ","

Step #310: Click on "Laptops , Accessories" — Click on "Laptops , Accessories"

Step #311: Click on "Laptops" — Click on "Laptops"

Step #312: Click on "Accessorie x" — Click on "Accessorie x"

Step #313: Click here — Click here

Step #314: Click on "Add" — Click on "Add"

Step #315: Double-click on "Add rule" — Double-click on "Add rule"

Step #316: Click here — Click here

Step #317: Click on "( 45KVA )" — Click on "( 45KVA )"

Step #318: Double-click on "," — Double-click on ","

Step #319: Click on ", Accessories x" — Click on ", Accessories x"

Step #320: Double-click on "Conduit R1 Inbound cell ( MCP0001 ) ( 45KVA ) x Pulling cables R1 Inbound cell ( MCP0001 ) ( 45KVA ) X Terminations R1 Inbound cell ( MCP0001 ) ( 45KVA ) X" — Double-click on "Conduit R1 Inbound cell ( MCP0001 ) ( 45KVA ) x Pulling cables R1 Inbound cell ( MCP0001 ) ( 45KVA ) X Terminations R1 Inbound cell ( MCP0001 ) ( 45KVA ) X"

Step #321: Click here — Click here

Step #322: Click on "cell" — Click on "cell"

Step #323: Double-click on "T Terminations R1 Inbound cell" — Double-click on "T Terminations R1 Inbound cell"

Step #324: Click here — Click here

Step #325: Click on "Add" — Click on "Add"

Step #326: Double-click on "+ Add rule" — Double-click on "+ Add rule"

Step #327: Click here — Click here

Step #328: Click on "Conduit P Adapter cell newtork PLC ( UPS )" — Click on "Conduit P Adapter cell newtork PLC ( UPS )"

Step #329: Click on "Pulling cables P Adapter cell newtork PLC ( UPS )" — Click on "Pulling cables P Adapter cell newtork PLC ( UPS )"

Step #330: Click on "Terminations P Adapter cell" — Click on "Terminations P Adapter cell"

Step #331: Click here — Click here

Step #332: Click here — Click here

Step #333: Click on "newtork PLC ( UPS )" — Click on "newtork PLC ( UPS )"

Step #334: Click on "T Pulling cables P Adapter cell" — Click on "T Pulling cables P Adapter cell"

Step #335: Click on "T Terminations P Adapter cell newtork PLC ( UPS )" — Click on "T Terminations P Adapter cell newtork PLC ( UPS )"

Step #336: Click here — Click here

Step #337: Click on "Add" — Click on "Add"

Step #338: Click on "Add rule" — Click on "Add rule"

Step #339: Double-click here — Double-click here

Step #340: Click on "Conduit V1 Inbound standard power" — Click on "Conduit V1 Inbound standard power"

Step #341: Click on "Pulling cables V1 Inbound standard power" — Click on "Pulling cables V1 Inbound standard power"

Step #342: Double-click here — Double-click here

343

Type "v1"

Step #344: Click on "T Terminations V1 Inbound standard power" — Click on "T Terminations V1 Inbound standard power"

345

Type "v1"

Step #346: Click on "T Terminations V1 Inbound standard power" — Click on "T Terminations V1 Inbound standard power"

347

Type "1"

Step #348: Click on "T Conduit V1 Inbound standard power" — Click on "T Conduit V1 Inbound standard power"

Step #349: Click here — Click here

Step #350: Click on "Add" — Click on "Add"

Step #351: Click on "Add rule" — Click on "Add rule"

Step #352: Click here — Click here

Step #353: Click on "Pulling cables V2 Inbound standard power" — Click on "Pulling cables V2 Inbound standard power"

Step #354: Click on "Terminations V2 Inbound standard power" — Click on "Terminations V2 Inbound standard power"

Step #355: Click on "Terminations V1 Inbound standard power" — Click on "Terminations V1 Inbound standard power"

Step #356: Double-click here — Double-click here

357

Type "v2"

Step #358: Click on "T Terminations V2 Inbound standard power" — Click on "T Terminations V2 Inbound standard power"

359

Type "2"

Step #360: Click on "T Pulling cables V2 Inbound standard power" — Click on "T Pulling cables V2 Inbound standard power"

361

Type "v2"

Step #362: Click on "T Conduit V2 Inbound standard power" — Click on "T Conduit V2 Inbound standard power"

Step #363: Click here — Click here

Step #364: Click on "Add" — Click on "Add"

Step #365: Click here — Click here

Step #366: Click here — Click here

Step #367: Click here — Click here

Step #368: Double-click here — Double-click here

Step #369: Double-click here — Double-click here

Step #370: Double-click here — Double-click here

Step #371: Double-click here — Double-click here

Step #372: Double-click here — Double-click here

Step #373: Double-click here — Double-click here

Step #374: Double-click here — Double-click here

Step #375: Click here — Click here

Step #376: Click here — Click here

Step #377: Click here — Click here

Step #378: Click here — Click here

Step #379: Click on "Open Form" — Click on "Open Form"

Step #380: Click on "Save and Open" — Click on "Save and Open"

Step #381: Click here — Click here

Step #382: Click here — Click here

Step #383: Click here — Click here

Step #384: Click on "( 54 ) Power drop daily report AIB" — Click on "( 54 ) Power drop daily report AIB"

Step #385: Click here — Click here

Step #386: Double-click on "Logic" — Double-click on "Logic"

Step #387: Click on "Add Logic" — Click on "Add Logic"

Step #388: Click on "When Leads name contains" — Click on "When Leads name contains"

Step #389: Double-click here — Double-click here

Step #390: Double-click here — Double-click here

Step #391: Click on "Add" — Click on "Add"

Step #392: Click on "Save" — Click on "Save"

Step #393: Click on "Open Form" — Click on "Open Form"

Step #394: Double-click here — Double-click here

395

Type "V"

Step #396: Click here — Click here

Step #397: Click here — Click here

Step #398: Click here — Click here

Step #399: Click on "Conduit H Mint ." — Click on "Conduit H Mint ."

Step #400: Click here — Click here

Step #401: Click here — Click here

402

Type "80 + Tab + Tab + Tab"

Step #403: Click here — Click here

404

Type "Backspace"

405

Type "Backspace"

406

Type "100 + Tab30 + Tab"

Step #407: Click on "Submit" — Click on "Submit"

Step #408: Click on "report AIB" — Click on "report AIB"

Step #409: Click on "← Power drop daily report AIB" — Click on "← Power drop daily report AIB"

Step #410: Double-click here — Double-click here

Step #411: Click here — Click here

Step #412: Click here — Click here