{"id":3535,"date":"0201-04-03T14:33:56","date_gmt":"0201-04-03T14:48:40","guid":{"rendered":"https:\/\/www.sheetgo.com\/?p=3535"},"modified":"0201-04-03T14:33:56","modified_gmt":"0201-04-03T14:48:40","slug":"exportar-datos-filtrados-automaticamente","status":"publish","type":"post","link":"https:\/\/www.sheetgo.com\/es\/blog\/how-to-solve-with-sheetgo\/automatically-export-filtered-data\/","title":{"rendered":"C\u00f3mo exportar autom\u00e1ticamente los datos filtrados a otras hojas de c\u00e1lculo"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”section” module_class=”sheetgo-post” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” 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

Today, it\u00a0is very difficult to imagine our work without spreadsheets. The conventional spreadsheets were predominantly used by a single user in the offline mode. And, Google Sheets has been pioneering the\u00a0transition\u00a0to online-multi-user mode. Certainly, life is much easier with such spreadsheets. We can store them online and manage\u00a0them across the team using\u00a0appropriate access controls. While these advancements\u00a0have\u00a0made a lot of things hassle-free, not everything is taken care of. For instance, we can’t automatically export filtered data.<\/span><\/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_module=”44972″ global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}”][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=”{}”]<\/p>\n

Ready to streamline<\/span> your data?<\/h4>\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=”{}”][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”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.22.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”||0px||false|false” custom_padding=”||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

Why export filtered data?<\/h3>\n

To illustrate this, let us assume that a sales manager, Mike, has\u00a0a list of sales leads across all the regions. And he needs to share the appropriate data with corresponding salespersons in-charge. For example, Nathan is the salesperson who takes care\u00a0of the North region. While Nathan would be interested in North<\/g> region’s sales leads, he doesn’t really need other regions’ data.<\/p>\n

So, what does Mike do? Every time he has a new list, he filters\u00a0it\u00a0to retain only the North region’s data and accordingly shares that filtered list to Nathan. Easy, isn’t it? What if\u00a0there are a considerable number of\u00a0salespersons and regions to deal with (let’s say about 50)? And, if he has to do that every day with the new list? Imagine the effort that Mike has to put in to get out all the necessary information to the concerned parties. Not so easy, now! To say the least, it gets highly cumbersome. Certainly, it isn’t an ideal working scenario for Mike.<\/p>\n

Solution: Automate the process with Sheetgo<\/h3>\n

Before we proceed any further, please be advised that we’re assuming that you are using Google Sheets application to handle your spreadsheets.\u00a0We will need a helping hand, in the form of the\u00a0Sheetgo add-on, to accomplish this automation setup. Sheetgo’s<\/g>\u00a0add-on for Google Sheets\u00a0that boosts<\/g> the connectivity of spreadsheets to the next level. With Sheetgo we\u00a0can import, export, merge, filter, and append data. It can automatically manage all the heavy-lifting that Mike had to manually do (explained above). Sheetgo allows us to\u00a0perform all these functions. We can get it 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_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ 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

With this rather extremely handy tool, we can configure Google Sheets to automatically export filtered data subject to predefined conditions. And also\u00a0at a set frequency \u2013 hourly, daily, weekly or monthly. The export takes place from the current spreadsheet to other spreadsheets \u2013\u00a0both ours and other users’.<\/p>\n

Configuration: Steps to automatically export filtered data<\/h3>\n

For the purposes of demonstration, we will use\u00a0five spreadsheets as listed below.<\/p>\n

    \n
  1. Sales Leads – All Regions<\/li>\n
  2. Sales Leads –\u00a0North<\/li>\n
  3. Sales Leads – East<\/li>\n
  4. Sales Leads – West<\/li>\n
  5. Sales Leads –\u00a0South<\/li>\n<\/ol>\n

    As you may have guessed already, we will try and configure auto-export functionality from the\u00a0first<\/g> file (Sales Leads – All Regions) to the last four files.\u00a0It is\u00a0even more interesting to note that the North, West, and South sheets are external files (i.e. another user shared them with edit access control). Therefore,\u00a0we will attempt exporting the data to files not only created by us but by other users as well.<\/p>\n

    We will try with the North file first. Below is the sequence of steps to do so.<\/p>\n

    1. Start\u00a0Sheetgo and initiate an export link connection<\/h4>\n

    Now that we have installed Sheetgo on our Google Sheets application, we now\u00a0open the “Sales Leads – All Regions” file. To start the add-on, we navigate to Add-ons > Sheetgo > Start.<\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/02\/frame-18.png” alt=”Sheetgo Add On to Export Filtered Data” title_text=”add-on-filtered-data” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.22.2″ width=”100%” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

    Doing so will open the Sheetgo interface on the screen as a sidebar, as shown in the image below. Hover the mouse pointer over the green circle with a plus, and click on the Export\u00a0<\/strong>option.<\/span><\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/02\/frame-19.png” alt=”How To Automatically Export Filtered Data: Select File” title_text=”automatically-export-filtered-data” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ width=”100%” 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_module=”44981″ global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][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=”{}”]<\/p>\n

    Connect, merge, filter or split your\u00a0 spreadsheets<\/span><\/h4>\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”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ 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

    2. Link source sheet with the destination file that we need to send the data to<\/span><\/h4>\n

    Clicking the Select file(s)<\/strong>\u00a0button leads us to the list of most recently updated files by default. If we don’t see the file we want, we can use the search module to lookup a file within Google Drive. For this example, we select Sales Leads –\u00a0North<\/strong>\u00a0file for ‘Destination spreadsheet’, and then for ‘Source Sheet<\/g>‘ choose Sales Leads<\/strong>.<\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/02\/frame-21.png” alt=”Export Filtered Data to Other Spreadsheets: Example of File” title_text=”automatically-export-filtered-data” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ width=”100%” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

    We then arrive at the settings screen. Here we can select the frequency of updates in the Automatic update<\/strong>\u00a0section. We leave it to the default option,\u00a0Daily<\/strong>, because of Mike, the sales manager, updates the list every day. Also, in the future, if Mike doesn’t need the automatic updates <\/span>anymore, he can turn them off in this section.<\/span><\/p>\n

    3. Add the filter condition for selective data export, and create a connection<\/h4>\n

    To do this, we may have to scroll down a bit on the sidebar until we see Filter by<\/strong>\u00a0section. By default, it shows “No active filter”. Click on ‘edit’ to add a condition. From the second image on this post, we realize that the region field is in column A. Since we need to create a filter based on Region, we ensure it is Column A: Region<\/strong>\u00a0in the first drop-down. And, since we need North Region’s data to go to the “Sales Leads – North” file, we ensure the second and third options are Text is exactly<\/strong>\u00a0and North<\/strong>\u00a0respectively. Then we click on OK<\/strong>.<\/p>\n

    The\u00a0Filter by<\/strong>\u00a0section now shows Column A: text is exactly North<\/strong>. Finally, to establish the link that can\u00a0automatically export filtered data, we click Connect<\/strong>\u00a0button.<\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/02\/frame-22.png” alt=”Filter Data Using Condition in Google Sheets” title_text=”filter-data-google-sheets” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ width=”100%” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

    Doing so, we notice that in a few seconds Sheetgo creates a new connection whose status shows Last update: Just now<\/strong>.<\/span><\/p>\n

    Congratulations! We’ve just exported a filtered list of sales leads specifically to the north region! Let’s check the Sales Leads – North<\/strong>\u00a0file to see if the data has flown in.<\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/02\/frame-23.png” alt=”Sales Leads Data Example in Google Sheets” title_text=”data-example-google-sheets” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ width=”100%” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

    Sure enough, it has, and rightly so! We see that Sheetgo creates a new sheet (the name will be same as that of the connection), and accordingly puts only North data in it.<\/span><\/p>\n

    It might be a good idea to use a connection name that bears some meaning, which is particularly useful if we manage a lot of connections in the future. So, we change the name to North_Region<\/strong>\u00a0using the edit option against the connection name field.<\/p>\n

    \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_module=”44982″ global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][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=”{}”]<\/p>\n

    Connect<\/span> your spreadsheets to your data sources<\/h4>\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”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ 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

    Create other connections<\/h3>\n

    We repeat the above steps to create connections for other files, in order to automatically export filtered data, but with a couple of differences.<\/p>\n