Spreadsheets are one of the most powerful and flexible tools we have for managing data. However, even if you are a spreadsheet master, you probably spend as much — if not more — time on mundane, repetitive tasks as 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 move filtered Excel data from one workbook to another without copy-pasting? With an automated spreadsheet workflow. Here’s how to set it up:
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 by clicking the button below.
Step 2: Select your data source
First, select the Excel file you want to extract the data from. Click on Select file(s) to locate the file inside your Google Drive.
In this example, I have selected the file Inventory management from Google Drive, as you can see in the screenshot below.
Step 3: Filter your Excel data
Click Continue to add a filter to your connection.
Choose the columns whose data you want to transfer to the destination file.
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 F: inventory > Number less than or equal to > 10.
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 selected data to an existing spreadsheet, simply 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, I will name my destination file Low inventory level).
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.
Move filtered Excel data from one file to another
That’s how to transfer filtered Excel data from one spreadsheet to sanother. Say goodbye to copy-pasting and use an automated spreadsheet workflow to move your data automatically.
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