How to filter CSV to another spreadsheet

by Jun 22, 2020

CSV files are useful when you want to extract, store and share large volumes of data from multiple databases and different types of software. Similar to “flat files”, CSV files are a simple, plain text file with a tabular format. If you’re moving information from one database to another, CSV files provide a smooth way to move data without reformatting. But when you want to “read” that data, or combine and process information for reporting and analysis, you need to extract your data from CSV and into a spreadsheet or filter CSV data into specific workbooks or sheets. 

CSV is compatible with Excel and Google Sheets, meaning you can open the file, but the data will probably need some adjustments. If you open a CSV file in Excel, the data may be difficult to read with formatting problems and errors with codes beginning with zero. It’s possible to manually adjust the Excel settings each time you import a CSV file but you can automate this process, and you can also select exactly which data you want to import. Here’s how to filter CSV data to another spreadsheet:

Filter CSV

How to filter CSV to another spreadsheet

Sheetgo allows you to transfer specific data from a CSV file(s) to Excel, Google Sheets or another CSV file. The original CSV file remains intact, and your selected data will flow into the other spreadsheet automatically without copy-pasting. Follow these steps to get started:

Step 1: Install Sheetgo

Install Sheetgo.

Once you’re inside the web application, click on +Create workflow and then Connect to start creating your filtered CSV connection.

Step 2: Select CSV as your source data

Click on +Select file(s) to search for the CSV file in your cloud storage.

As you can see in the example screenshot below, my data source is a CSV file called “Major League Ball” that I have selected from my Google Drive.

Filter CSV source data

Step 3: Filter CSV data

Click on Continue to go to the next step and apply filters to your CSV file data. There are 3 options here: filter by condition, filter by query, and filter by color.

In this case, let’s use the filter by condition feature.

Filter CSV filter by condition

Sheetgo’s connection editor allows you to choose from a range of conditions to create your own custom filter. Select which column you want to apply the filter to, and which criteria the data should match.

In this example, I will filter out teams that are in the top 3 of the League.

Filter CSV filter by condition feature

Step 4: Select your data destination

You can send the filtered data from the CSV file to any other spreadsheet type supported by Sheetgo: Google Sheets, Excel, or another CSV or TSV file.

I have chosen to send my CSV data to an Excel file. You can select an existing file, or Sheetgo will create a new one for you automatically.

Filter CSV data destination

Click Finish and save to filter CSV to another spreadsheet. You will see a new tab appears in your destination file, containing the imported data. Sheetgo saves the connection as a workflow. You can add more connections to build on the workflow and create a larger system.

Step 5: Automate your workflow

On the floating menu bar of your workflow, click Automate. Here, you can schedule automatic updates to run hourly, daily, weekly, or monthly. Filtered data will be transferred automatically at these times, without you having to open a spreadsheet.

Filter CSV automatic updates

Filter CSV data to your spreadsheets automatically

That’s how to filter CSV to any other spreadsheet using Sheetgo. And with automatic updates, you can get the data you need, whenever and wherever you need it.

Want to save more time when working with CSV and Excel files? Learn how to link CSV to Excel files automatically and create more automated workflows to manage and share data across your team.

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