I have a data table that is queried from a sharepoint database of lessons learned. A column exists in the database that indicates whether a lesson requires corrective action or not. I want to be able to filter the data to show only the "actionable" lessons and then take notes on exactly what action needs to be taken and progress on it.

I have tried adding a column, pulling the data into a new tab, and a few other things but everytime I refresh the data the notes do not stay with the right row. They're not linked in any way.

Is there a way to make sure the notes stay with the right line item?