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Old 08-30-2025, 01:23 AM
Helen Kermode Helen Kermode is offline filter specific data from excel worksheet into pre-set new workbooks with master page and pivots Windows 11 filter specific data from excel worksheet into pre-set new workbooks with master page and pivots Office 2016
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Default filter specific data from excel worksheet into pre-set new workbooks with master page and pivots

Hi,
How can I filter particular information from specified columns in an excel workbook into separate workbooks that are pre-set with the same column names on the main tab and also with further pre-set pivot tables tabs? I can set up the pivots etc, just struggling a bit with actually getting the data across.

Very simplified example of my main workbook data:

Column A Column B Column C Column D Column E Column F


XXX Company 1 Company 1 XXX XXX XXX
XXX Company 1 Company 2 Company 1 XXX XXX
XXX Company 1 Company 1 Company 3 XXX XXX
XXX Company 2 Company 2 XXX XXX XXX
XXX Company 3 Company 1 XXX XXX XXX

I want to pull the data from columns B, C, D and F into 3 separate workbooks for Company 1, Company 2 and Company 3. The company needs to be picked up from columns B and C and D.
Thanks!
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Old 08-30-2025, 05:51 AM
ArviLaanemets ArviLaanemets is offline filter specific data from excel worksheet into pre-set new workbooks with master page and pivots Windows 8 filter specific data from excel worksheet into pre-set new workbooks with master page and pivots Office 2016
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In case you want to get data for specific company only once for specific row (e.g. to put data for Company 1 from rows 1 and 3 only once into Company 1 workbook, and data for Company 3 from row 3 into Company 3 workbook):
Add 3 columns to your source table (every one indicating a specific company workbook to read the row data into);
Into added columns, enter formulas like (an example of formula in column for Company)
Code:
=OR(B2="Company 1",C2="Company 1",D2="Company 1)
The formulas return True in case Specific company is found in any of those columns.

Now you either set autofilter to True for one of those added columns, and copy data into new workbook. Then the same with 2nd and 3rd added column. Or you create append queries with filter condition for specific added column to export data into every target workbook.

In case you want a row of data exported for every case the specific company is found in 3 separate columns, you have to add 9 additional columns - every one checking for specific company in specific column. The rest is same as above - only the process is repeated 9 times instead of 3.
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Old 08-30-2025, 06:22 AM
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Pecoflyer Pecoflyer is offline filter specific data from excel worksheet into pre-set new workbooks with master page and pivots Windows 11 filter specific data from excel worksheet into pre-set new workbooks with master page and pivots Office 2021
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Hi and welcome
just to be sure : workbooks or worksheets ?
You also have different companies in the same row, so what do you want to export.
A small data sample ( sheet no pics please) and manually mocked up results would help
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