From the question
Is it possible for creating the subset (filtered by Month) in a way that if we were to make changes in that subset view, those changes would cascade back to the Master. Would QUERY work? Or do I have to resort to a script. Or it is not possible.
Short answer
Google Sheets doesn't have a built-in feature that syncs two spreadsheets so you have to use something that extends it.
Explanation
Built-in functions like QUERY are not able to make make changes to another range. They could only return a value or an array of values. The same apply to custom functions.
Below is included a very simple Google Apps Script code example that exports the value of an edited cell to a cell of another spreadsheet. That code could be added to two spreadsheets to export the edited cells values to each other in order to have a "two way sync" between those spreadsheets.
It's purpose is to show that it's possible to sync two spreadsheets by using Google Apps Script. In order to make it work to sync a master sheet with filtered sheet to logic to find which rows are the match in the other file should be added. Usually this is done using an unique ID.
Broad instructions
- Copy the code to script projects bounded to the each spreadsheet and update the
targetID
and targetSheetName
variable definition code lines (lines 1 and 2).
- Add a On Edit installable triggers to each script project.
Code
var targetID = 'spreadsheet-id';
var targetSheetName = 'Sheet1';
function onEdit(e) {
// Get the event object properties
var range = e.range;
var value = e.value;
//Get the cell position
var row = range.getRowIndex();
var column = range.getColumnIndex();
exportValue(row,column,value)
}
function exportValue(row,column,value) {
var ss = SpreadsheetApp.openById(targetID);
var s = ss.getSheetByName(targetSheetName);
var target = s.getRange(row, column);
target.setValue(value);
}
Limit the changes to be synced
In order to limit the changes to be synced add rules to the code. The JavaScript comparators ==
, ===
, !=
, !==
, >
, <
, >=
, <=
, and the logical operators &&
, ||
, !
with if
, switch
among other commands could be used to create simple of complex rules.
References
Short answer
Yes, the menu triggers a JavaScript function but it's no exposed to the users so they can't call it from a button.
Explanation
AFAIK the only way to interact with an add-on is through the exposed features like custom functions, custom menus or other elements added by the add-on.
When an add-on is open-source and the users are able to get the source code, they could use the source code instead of the add-on, then they could call the Google Apps Script function that updates the report by using a button.
Best Answer
This requires a script, which can be executed periodically by a trigger, or manually. Here is an example of a script that copies certain data from one sheet to Archive, where it will not be modified (it appends data to the bottom of Archive):
Then either
to get all data in source sheet; or
to get the last row of source sheet; or
to get a specific range.
Finally, copy the values over: