Dynamically Filter Data from One Worksheet to Another in Microsoft Excel 2010

In this article, you will learn how to get dynamically filtered data from one worksheet to another using Microsoft Query.

 

Let us understand with an example:

We have Sales Report for US States for each year.
 
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The idea is to filter the data in Master workbook for years greater than or equal to 2010. If we will do this step manually, we will not get the updated data as modify or enter new rows of data in Master workbook.

You need to follow the below steps to get result:

  1. Select range A1:C43 & press CTRL + F3 to define name as DataRange

 
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  1. Select the range A1:C43 & press CTRL + T to make dynamic table.

 
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  1. Open a new worksheet and go to Data tab

 

From Get External Data group, click on Other Sources & then select From Microsoft Query
 
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  1. Select Excel files and click on OK

 
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  1. Select the path where Master workbook is saved & click on Ok
  2. The following window will appear

 
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  1. With Data Range appearing in the left hand side panel, click on the plus sign
  2. Select the fields that you are interested in.
  3. Click on Next

 
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  1. Click on Year in Column to filter box

 
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  1. Click on the first drop down & select “is greater than or equal to” and enter value as 2010 in the second drop down

 
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  1. Click on Next twice
  2. Click on Return Data to Microsoft Excel & click on Finish

 
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  1. The Import Data window will appear. Now, click on OK to view the filter list.

 
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The data on the Output sheet will show data from year 2010 onwards, and this will be linked to the Master workbook. Even if you add rows in the Master file or modify the data; now in Output sheet, you need to click on Data tab & click on Refresh All
 
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The result would be updated automatically in the Output sheet.
In this way, you can get the updated values automatically using Microsoft Query, meeting certain criteria.
 
 

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