How To Save Filtered Data In Excel

Boost your productivity with Sourcetable's AI spreadsheet assistant. Work like a spreadsheet power user and answer all your questions in seconds.

Learn more

How to in Excel
Common Use Cases
Sourcetable vs Excel

Mastering the art of saving filtered data in Excel can streamline your data management and enhance productivity. This guide will walk you through the essential steps to efficiently preserve your filtered datasets.

While Excel is a powerful tool, it has its complexities when saving filtered views. We'll also explore why Sourcetable offers a more straightforward solution for managing and saving your data.

Save Filtered Data in Excel

Creating a New Workbook

First, apply the necessary filters to your data. Once filtered, initiate a new workbook with Ctrl + N. Copy the filtered data with Ctrl + C, then paste it into the new workbook using Ctrl + V. This method ensures that only the filtered data is transferred to the new workbook.

Copying to a New Sheet

Alternatively, without creating a new workbook, you can copy the filtered data to a new sheet in the existing workbook. Use the same copy (Ctrl + C) and paste (Ctrl + V) commands to move the filtered data to the desired location within your workbook.

Advanced Filtering Option

Advanced filtering can also be utilized to copy the filtered data directly to another location within your workbook or a new workbook. This process simplifies the task of working with complex data sets and saves time.

Exporting to CSV Format

To export filtered data, copy the visible cells of your filtered data set to a new workbook. Ensure that you paste as values to include only the visible cells. Save the new workbook as a .CSV file to complete the export of your filtered data.

Try Sourcetable For Free

Ask questions about your data in a powerful spreadsheet that your whole team knows how to use.

Common Use Cases

Streamlining monthly financial reporting by saving only relevant transaction data
Enhancing sales analysis by preserving a subset of customer purchase records
Managing employee rosters by storing filtered staff availability schedules
Improving inventory control by keeping a refined list of low-stock items
Facilitating event planning by saving a selection of available venues and dates

Excel vs. Sourcetable: Modern Spreadsheet Solutions Compared

Excel and Sourcetable serve as powerful tools for data management and analysis. While Excel is renowned for its versatility, Sourcetable introduces an innovative approach with its AI copilot feature.

Sourcetable streamlines data integration, allowing users to consolidate data from multiple sources in one location. This centralization simplifies workflows and enhances productivity, a key differentiator from Excel's more manual data consolidation processes.

Unlike Excel, Sourcetable's AI copilot transforms the user experience by providing assistance in formula creation and template design. This support is particularly beneficial for those less familiar with spreadsheet functions or those seeking to expedite their work.

While Excel requires a more hands-on approach for constructing complex formulas, Sourcetable's AI-driven interface offers a conversational solution, making advanced data manipulation more accessible to a broader user base.

In conclusion, Sourcetable's integration capabilities and AI assistance position it as a cutting-edge alternative to traditional spreadsheets like Excel, catering to the evolving needs of modern data management.

How To Save Filtered Data In Excel

Work smarter with AI.

Try Sourcetable