[et_pb_section fb_built=”1″ module_class=”sheetgo-post” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on” da_disable_devices=”off|off|off”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.17.4″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Working with Excel spreadsheets gives you endless possibilities for creating powerful data solutions. And when you publish your workbook to Sharepoint, its sharing capabilities make it easier than ever to collaborate in teams.<\/p>\n
But what if you only want to share certain information from your spreadsheets with specific team members? Or if you want to send personal data from one workbook to other files?<\/p>\n
Sharing an Excel workbook with colleagues allows for co-authoring, meaning multiple people can work in the same file, with all changes updated in real time.<\/p>\n
This can be very useful, but you have to be careful with access permissions on complex or sensitive documents. Too many “hands” on the same spreadsheet can be risky, especially when you’ve spent a long time creating your spreadsheet and applying formulas to your data.<\/p>\n
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[\/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 _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.17.4″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
If you want to prevent others from having access to your master spreadsheet, you should filter data from one workbook to another and allow them to access only the information you want to share.<\/span><\/p>\n In order to do so, <\/span>you can connect multiple Excel workbooks with an automated workflow. This enables you to<\/p>\n Follow the steps below to learn how to filter Excel from one workbook to the other.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.17.4″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Sheetgo is an all-in-one solution that helps spreadsheet users create automated workflows to transfer, organize, manipulate and report data.<\/span><\/p>\n With Sheetgo, you will be able to keep all the data from your master spreadsheet intact while sharing specific data with your colleagues.<\/span><\/p>\n What’s more, you can create an automated workflow to update all the connected sheets whenever you update your master spreadsheet.<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/11\/Connection-3.png” alt=”filter Excel 1″ title_text=”filter Excel 1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.17.4″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Filtering Excel data from one workbook to another with Sheetgo is simple and easy. You don’t need to know how to write complex formulas in Excel. You can create automated workflows with just a few clicks.<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Install Sheetgo by clicking the button below.[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”SING UP 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” theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Click +Create workflow<\/strong> <\/span>and then <\/span>Connect<\/strong> <\/span>to create the filter connection between your two Excel files.<\/p>\n At the top of the screen, give your <\/span>Untitled Workflow<\/strong> <\/span>a name so you can identify it later.<\/p>\n<\/div>\n<\/div>\n [\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n To filter data from one Excel file to another with Sheetgo, your source file (the file you want to pull data from) must be available online in Google Drive<\/strong>.<\/p>\n Note that you can send the filtered data to Excel files stored in other cloud storage platforms.[\/et_pb_text][et_pb_text _builder_version=”4.27.3″ background_color=”#e4f4f9″ custom_padding=”20px|20px|20px|20px|true|true” hover_enabled=”0″ border_color_all=”#6ae8ff” border_width_left=”5px” border_color_left=”#00b6ff” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n If you want to connect files that are stored locally (on your computer) you can set up an automated system to back up and sync files from your desktop to your online cloud storage service.<\/p>\n\n
Why use Sheetgo to filter data in Excel?<\/span><\/h3>\n
How to use Sheetgo to filter Excel data from one workbook to another<\/span><\/h3>\n
Step 1: Install Sheetgo<\/h4>\n
Step 2: Upload Excel to Google Drive<\/h4>\n
Are your files stored on your computer?<\/h3>\n