Here’s the final video update for this week — Automatically Copy Excel Data to Another Sheet. This video now shows the steps in Excel 2010 or Excel 2007, instead of Excel 2003.
To wrap up this week of updates, here are links to a few of my previous Excel Advanced Filter articles and posts. You probably know all the basics, but maybe you’ve missed a few of these tips and tricks.
- Click a Map To Filter Excel Data – set up an Excel workbook so you can click on a map of the USA, and see a list of fictional doctors in the state that you selected.
- Excel Advanced Filter Complex Criteria – see examples of criteria you can use when setting up an advanced filter
- Create New Sheets from Filtered List – a macro uses an Advanced Filter to create a separate sheet of orders for each sales rep visible in a filtered list
Note: Remember — the 30 Excel Functions in 30 Days challenge starts January 2nd. See you then!
Watch the Excel 2010 Advance Filter Video
See how to automatically copy data to a different worksheet, with an Advanced Filter, in Excel 2010 or Excel 2007.
There is a full transcript after the video.
Video Transcript
In Excel, you can use an Advanced Filter to pull data from a table and put it somewhere else in the workbook, either on the same sheet or a different sheet.
In this example, we have a list of orders and we would like to pull the orders with the highest totals and put them on a different sheet in the workbook. I would like to get the date and the customer for each of the high priced orders.
Criteria Area
Back on the Orders sheet, I’ve started a criteria area here. I’m using total, which is the column where the order amount is in the main table. That’s the criteria heading, and below that I’m going to enter my criterion, which is greater than 1500.
I only want orders where the total is greater than 1500. I’m not putting dollar signs in here. It’s just the number that I wanted to check.
We want to pull orders onto a different worksheet. In this case, we have to start on this destination worksheet, and I want to stay away from the cells near the heading. So, I’m just going to click a cell somewhere in an empty area of the worksheet.
Start Filter
To start the filter on the ribbon, I’ll go to the Data tab and click Advanced. In the Advanced Filter dialog, I’m going to select Copy to Another Location.
The List range is my main table. So, I’ll click here, then go to the Orders sheet and select the entire table, including the headings. That’s entered as the list range.
My Criteria range, I’ll click in that cell. Go back to the Orders sheet where I created my criteria range and select the heading cell and the criteria cell below that.
For CopyTo, this is where I want the data to end up. I’ll click here and select my two heading cells on the TopOrders sheet and I’ll click OK, and there are the 3 orders where the total is higher than 1500.
If we look back, we can see 1, 2, 3 orders, and those have been copied automatically to the other worksheet using an Advanced Filter.
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