[et_pb_section fb_built=”1″ admin_label=”section” module_class=”sheetgo-post” _builder_version=”4.16″ custom_padding=”54px|0px|0|0px|false|false” global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”27px|0px|30px|0px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n
The ubiquity of the internet and deluge of wireless devices certainly made our daily lives easier. They paved the path for cloud-based applications such as Google Sheets. This application lets us collaborate and work on the spreadsheet data regardless of the location and device. In terms of functionality, Google Sheets has come very far in a relatively shorter period of time. But, as it happens, Google Sheets doesn’t solve every problem. For example, we don’t yet have the means to automatically import filtered data from other Google Sheets files.\u00a0<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#d3e3ff” custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” global_module=”44972″ theme_builder_area=”post_content”][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” header_font_size=”33px” header_4_font_size=”24px” background_color=”RGBA(255,255,255,0)” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”27px|0px|30px|0px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n
There are many business cases where this scenario is applicable. But let us consider a simple example for the purposes of demonstration. Consider the technical support department within a software product company. They receive customer incidents through phone and web on a daily basis. All these incidents are stored in a centralized spreadsheet file – where a specific problem area is noted against each customer incident. For each problem area, there is a respective backend support person that looks into the corresponding customer incidents.<\/p>\n
It doesn’t make sense for a support person to have access to all the incidents that are beyond his area of expertise. Therefore, he will need to import filtered data from the centralized Google Sheets file that stores all the incidents. How could he accomplish that? This is doable with the combination of QUERY and IMPORTRANGE formulas. But to go ahead with this approach, the user has to have advanced knowledge of these formulas. Another downside is that the source data is usually variable in size, so we can’t exactly define the source range boundaries in these formulas. Therefore, we need to keep changing the formula time and again.<\/p>\n
Imagine a large file where the company receives all customers incidents, coming from the reports. As you can see, every different type of incident is stored in this single spreadsheet. In this example, let us imagine that we are the person that tackles all “Run time errors”. Then, it would be very useful to only receive these type of incidents to our personal spreadsheet.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/03\/frame-_18-1.jpg” alt=”All Customers Incidents Spreadsheet” title_text=”all-customer-incidents” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n
Install the Sheetgo add-on for Google Sheets by clicking the button below.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/workspace.google.com\/marketplace\/app\/sheetgo_connect_filter_merge_sheets_exce\/94172092257″ url_new_window=”on” button_text=”INSTALL FOR FREE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”30px||30px||true|false” custom_padding=”15px|20px|15px|20px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” global_module=”45040″ theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n
Having our personal “Run time errors” spreadsheet open, we can start Sheetgo by navigating to the Menu Add-ons<\/strong>\u00a0> Sheetgo<\/strong>\u00a0> Start<\/strong>.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/03\/frame-_16.jpg” alt=”Automatically Import Filtered Data: Start Add On in Google Sheets” title_text=”import-filtered-data-add-on” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n We’ll see the Sheetgo sidebar open up within the Google Sheets interface (please see the screenshot below). Hover the mouse onto the green +<\/strong>\u00a0button, and we’ll see the Import and Export options. Click on the Import<\/strong> button to start creating the connection.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/03\/frame-_17.jpg” alt=”Import Data Button in Google Sheets” title_text=”import-data-google-sheets” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n Click on the SELECT FILE(S)<\/strong>\u00a0button within the Data Source section. Now we’ll see all the spreadsheet files available within our Google Drive. If we can’t find the source file right away, we can try scrolling down or use the search feature.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/03\/frame-_19.jpg” alt=”Automatically Import Filtered Data in Google Sheets: Select Files” title_text=”automatically-import-data-select-files” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ custom_padding_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png” custom_margin=”30px||30px||true|false” custom_padding=”30px|30px|30px|30px|true|true” custom_padding_tablet=”20px||||false|true” custom_padding_phone=”30px||||false|true” background_color_phone=”#f6f8f9″ background_last_edited=”on|tablet” background_enable_color_phone=”on” background_enable_image_phone=”off” background_size_tablet=”cover” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” global_module=”44981″ theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_padding_tablet=”|||200px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” text_orientation_tablet=”right” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”left” button_alignment_tablet=”right” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”20px||0px||false|false” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_color__hover_enabled=”on|hover” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”27px|0px|30px|0px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n Go to the Settings<\/strong>\u00a0tab. Here we have the option of changing the connection name, which would be the name of the sheet that Sheetgo creates in the destination file. To automate and\u00a0alter the frequency with which the data import happens, keep the Automatic Updates<\/strong>\u00a0section enabled.<\/p>\n But, in the interest of the example discussed in this post, we’ll focus on the Filter by<\/strong>\u00a0feature. We’ll check this box true and it will ask us if it should filter by Condition or by For the purpose of this example, we will add here:<\/p>\n “Filter by Condition > Which match all of these conditions > Column G text is exactly Run time error”.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/03\/frame-_20.jpg” alt=”Automatically Import Filtered Data: Condition ” title_text=”import-filtered-data-condition” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n Finally, to establish a link that lets us import filtered data from the source Google Sheets file, we click on the SAVE CONNECTION<\/strong>\u00a0button. Congratulations! We’ll shortly see that Sheetgo creates a new connection. It creates a new sheet (named after the connection by default), that has the required filtered data from the source file.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/03\/frame-_21.jpg” alt=”Automatically Import Filtered Data in Google Sheets: Saving Connection” title_text=”saving-connections-import-filtered-data” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n If in the future, there might come a need to alter one or more of the existing connection settings. To do so, start Sheetgo while on the file that we need the settings changed on. Click on the 3 dots next to the connection name (in this case \u201cSG_Connection\u201d) > Edit connection<\/strong>.<\/p>\n Once done with the modifications, click on SAVE CHANGES<\/strong>.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ custom_padding_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png” custom_margin=”30px||30px||true|false” custom_padding=”30px|30px|30px|30px|true|true” custom_padding_tablet=”20px||||false|true” custom_padding_phone=”30px||||false|true” background_color_phone=”#f6f8f9″ background_last_edited=”on|tablet” background_enable_color_phone=”on” background_enable_image_phone=”off” background_size_tablet=”cover” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” global_module=”44987″ theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_padding_tablet=”|||200px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” text_orientation_tablet=”right” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”left” button_alignment_tablet=”right” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”20px||0px||false|false” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_color__hover_enabled=”on|hover” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" The ubiquity of the internet and deluge of wireless devices certainly made our daily lives easier. They paved the path for cloud-based applications such as Google Sheets. This application lets us collaborate and work on the spreadsheet data regardless of the location and device. In terms of functionality, Google Sheets has come very far in […]<\/p>\n","protected":false},"author":40,"featured_media":14883,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"\n The ubiquity of the internet and deluge of wireless devices certainly made our daily lives easier. They paved the path for cloud-based applications such as Google Sheets. This application lets us collaborate and work on the spreadsheet data regardless of the location and device. In terms of functionality, Google Sheets has come very far in a relatively shorter period of time. But, as it happens, Google Sheets doesn't solve every problem. For example, we don't yet have the means to automatically import filtered data from other Google Sheets files.<\/p>\n\n\n\n There are many business cases where this scenario is applicable. But let us consider a simple example for the purposes of demonstration. Consider the technical support department within a software product company. They receive customer incidents through phone and web on a daily basis. All these incidents are stored in a centralized spreadsheet file - where a specific problem area is noted against each customer incident. For each problem area, there is a respective backend support person that looks into the corresponding customer incidents.<\/p>\n\n\n\n It doesn't make sense for a support person to have access to all the incidents that are beyond his area of expertise. Therefore, he will need to import filtered the data from the centralized Google Sheets file that stores all the incidents. How could he accomplish that? This is doable with the combination of QUERY and IMPORTRANGE formulas. But to go ahead with this approach, the user has to have advanced knowledge of these formulas. Another downside is that the source data is usually variable in size, so we can't exactly define the source range boundaries in these formulas. Therefore, we need to keep changing the formula time and again.<\/p>\n\n\n\n Have the Google Sheets file open on which we need to import the filtered data. Assuming we already have Sheetgo installed, we can start the add-on by navigating to Add-ons > Sheetgo > Start.<\/p>\n\n\n\n <Insert a screenshot here><\/p>\n\n\n\n We'll see the Sheetgo sidebar open up within the Google Sheets interface (please see the screenshot below). Hover the mouse onto the green '+' button, and we'll see the Import and Export options. Click on the Import button to start creating the connection.<\/p>\n\n\n\n <Insert a screenshot here> <\/p>\n\n\n\n Click on the 'SELECT FILE(S)' button within the Data Source section. Now we'll see all the spreadsheet files available within our Google Drive. If we can't find the source file right away, we can try scrolling down or use the search feature. <\/p>\n\n\n\n <Insert a screenshot here><\/p>\n\n\n\n Upon choosing the file, we need to select the sheet which we need the data imported from. If needed we can also add multiple files for our import, but in this example, we wouldn't need it.<\/p>\n\n\n\n <Insert a screenshot here><\/p>\n\n\n\n If at this point, we click on the SAVE CONNECTION button, Sheetgo will configure the connection with default settings. Doing so will import all the data from the source sheet to the destination file. But we need to bring in filtered data. So for that to happen, we need to click on the Settings button first. Here we have the option of changing the connection name, which would be the name of the sheet that Sheetgo creates in the destination file. We could alter the frequency with which the data import happens, and tinker with other settings as required. <\/p>\n\n\n\n But in the interest of the example discussed in this post, we'll focus on the Filter by feature. We'll check this box true and it will ask us if it should filter by Condition or by Query language. The first option lets us quickly configure the condition with which we need to apply on the filter. We can add multiple conditions if need be. This is the easiest option for someone that is not so tech-savvy. <\/p>\n\n\n\n <Insert a screenshot here><\/p>\n\n\n\n On the other hand, choosing the Query language option will enable us to write a query that will filter out the source data as needed. Here's how a sample query would look like:<\/p>\n\n\n\n SELECT * WHERE C='Problem Area 1' OR C='Problem Area 2'<\/p>\n\n\n\n <Insert a screenshot here><\/p>\n\n\n\n Finally, to establish a link that lets us import filtered data from the source Google Sheets file, we click on the \u2018SAVE CONNECTION\u2019 button. Congratulations! We'll shortly see that Sheetgo creates a new connection that shows \u201cLast update: Just now\u201d as its status. It also creates a new sheet (named after the connection by default), that has the required filtered data from the source file. <\/p>\n\n\n\n <Insert a screenshot here><\/p>\n\n\n\n If in the future, there might come a need to alter one or more of the existing connection settings. To do so, start Sheetgo while on the file that we need the settings changed on. Click on the 3 dots next to the connection name (in this case \u201cSG_Connection\u201d) > Edit connection.<\/p>\n\n\n\n Once done with the modifications, click on 'SAVE CHANGES'.<\/p>\n","_et_gb_content_width":"","footnotes":""},"categories":[33],"tags":[43],"class_list":["post-14812","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-how-to-solve-with-sheetgo","tag-sheetgo"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/posts\/14812","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/users\/40"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/comments?post=14812"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/posts\/14812\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/media\/14883"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/media?parent=14812"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/categories?post=14812"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/tags?post=14812"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Step 2:<\/h4>\n
Connect, merge, filter or split your\u00a0 spreadsheets<\/span><\/h4>\n
Step 3:<\/h4>\n
Step 4:<\/h4>\n
Revisiting the connection settings:<\/h4>\n
Connect everything and automate<\/span> entire business processes<\/h4>\n
Why do we need to import filtered data?<\/h4>\n\n\n\n
Better alternative: Automatically import filtered data using Sheetgo add-on
<\/h4>\n\n\n\nStep 1:<\/h4>\n\n\n\n
Step 2:<\/h4>\n\n\n\n
Step 3:<\/h4>\n\n\n\n
Step 4:<\/h4>\n\n\n\n
Step 5:<\/h4>\n\n\n\n
Revisiting the connection settings:<\/h4>\n\n\n\n