Transfer filtered Excel data from one workbook to another

by Jun 25, 2020

Spreadsheets are one of the most powerful and flexible tools we have for managing data, but even if you’re a spreadsheet master you probably spend as much — if not more — time on mundane, repetitive tasks than you do writing formulas and performing calculations. When it comes to poor productivity and unreliable spreadsheet data, there’s one major culprit: copy-pasting. As soon as you move data from one spreadsheet to another and duplicate information, you introduce an element of risk. Was the correct data transferred to the right file, and is it up-to-date? Copy-pasting means no version control or data traceability. If you use Excel online, the sharing function is powerful, but you may not want to give multiple people access to an entire workbook. The solution is to transfer selected data from one file to another, giving you complete control over data access. But how can you moved filtered Excel data from one workbook to another without copy-pasting? With an automated spreadsheet workflow. Here’s how to set it up:

Filter Excel from one workbook to the other Sheetgo

Step 1: Install Sheetgo

Sheetgo enables you to move filtered data from one spreadsheet to another automatically, while leaving the source file intact.

Install Sheetgo here.

Once you’re inside the web app, click on +Create workflow and then Connect to create your filtered Excel connection.

Step 2: Select your data source

First select the Excel file you want to extract the filtered data from. Click on Select file(s) to locate the file inside your Google Drive.

In this example, I have selected a file called Inventory List from Google Drive, as you can see in the screenshot below.

Filtered Excel source data

Step 3: Filter your Excel data

Click Continue to add a filter to your connection.

Sheetgo gives you three options: filter by condition, filter by query, and filter by color.

In this example I’ll use the filter by condition feature and filter Column H: Demand > Text contains > Low.

Filtered Excel filter by condition Sheetgo

Step 4: Select your data destination

Scroll down and click Continue.

Now choose which file you want to move the data to.

To send the filtered Excel data to an existing spreadsheet, just locate the file in your Google Drive. If you want to send the data to a new spreadsheet, Sheetgo will automatically create a new file for you.

Give the file an appropriate name if you create a new one (in this example, my destination file is called Products Low demand).

Filtered Excel data destination

Finally, click Finish and save to create the connection. Sheetgo will now transfer the filtered Excel data, leaving the source file intact.

Check your destination file: you will see that Sheetgo has created a new tab in the spreadsheet.

Step 5: Automate the workflow

The filtered Excel data will be transferred via the connection everytime you click Run or Update. To automate this process, click on the floating menu bar inside your workflow and select Automate.

Select how often you want automatic updates: hourly, daily, weekly, or monthly.

The data will now be updated regularly: you don’t even need to open a spreadsheet.

Filtered Excel automatic updates

Move filtered Excel data from one file to another

That’s how to transfer filtered Excel data from spreadsheet to spreadsheet. Say goodbye to copy-pasting and use an automated spreadsheet workflow to move your data for you.

Are you a heavy spreadsheet user, handling a lot of data? Learn how to append Excel and create a historic track of your data to monitor changes over time.

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