Hi,

I have a table called Equipment Tracker that lists all of the equipment I have and one of the columns is Repair Status with the options of Good, Watch, Needs Service. I would like the equipment to automatically populate into a Repair Tracker table if the Repair Status is Watch or Needs Service. I can do it using FILTER but need to also be able to add additional information into the Repair Tracker table such as quotes, anticipated return date, etc. without the data becoming mismatched as it is updated. Is this possible? I cannot use VBA due to system constraints.

So you have (at least) 2 tables:
Equipment (has columns for EquipmentID or EquipmentName, and RepairStatus);
RepairTracker (has column for EquipmentID or EquipmentName).

Add a sheet with ODBC query, which reads from Equipment table the needed info for RepairTracker table, where RepairStatus in Equipment table is not "Good", and the matching EquipmentID or EquipmentName in RepairTracker is missing.
After the query is refreshed, copy the query data into RepairTracker table.

No you'll have 2 possible ways to continue.
1. After repairs are done, you change RepairStatus in Equipment table to "Good", and delete matching rows from RepairTracker table (you may add a column with formula checking the value of RepairStatus in Equipment table, and use it to filter the rows to delete). This means no history of repairs is stored;
2.You keep the history of repairs. To do this, you need in RepairTracker table a status column registring repairs as done. You have to add an additional condition to query created earlier, to ignore all entries in RepairTracker table where repairs are done too. And after the repairs are done, you change both statuses in Equipments table and in RepairTracker table, and don't delete any records from RepairTracker table.

Thanks - I have gotten to the point where I copy/paste. Is there any way to automate this process? I have attempted to append the data from the query to the RepairTracker but it creates a new table instead of adding to the pre-existing one. I can copy/paste if necessary but would like it to be fully able to refresh if possible.

Of-course it is!

Create a VBA procedure, run by click on button. The procedure checks RepairTracker table for repairs done (by repair status there, or by repair date, or whatever), updates the RepairStatus in Equipement table for repaired equipment, then updates the query, and after that updates RepairTracker table with new equipment marked as needing repairs.

Not a simple task btw. And I can't help, as I don't have Excel at home, and I can't do something like this on fly.

Thanks for your help - I'm going to leave the VBA out for now and just include instructions on the worksheet for other users. Appreciate the help!