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How to filter data from one worksheet to another dynamically in Excel?

We can easily filter data and copy the filtered data to another location of active worksheet by using the Advanced Filter function, but, have you ever tried to filter data from one worksheet to another sheet and make the filter dynamically? That means, if data changes in the original sheet, the new filtered data will be changed as well. This article, I will introduce the Microsoft Query feature in Excel to solve this job.

Filter data from one worksheet to another dynamically in Excel


Filter data from one worksheet to another dynamically in Excel

To finish this task, please do with the following step by step:

1. First, define a range name for the source data, please select the data range that you want to filter, and enter a range name into the Name Box, and then press Enter key, see screenshot:

doc filter to another sheet 1

2. Second, you should create a table for the data, please select the data range, and then click Insert > Table, in the popped out Create Table dialog box, check My table has headers option, see screenshot:

doc filter to another sheet 2

3. And then click OK button, a table has been created for the data range, then open a new worksheet where you want to locate the filter result, and click Data > From Other Sources > From Microsoft Query, see screenshot:

doc filter to another sheet 3

4. In the Choose Data Source dialog box, please click Excel Files* into the Databases list box, see screenshot:

doc filter to another sheet 4

5. Then click OK button to go to the Select Workbook dialog, from the right Directories list box, please choose the folder which the active workbook locates, and then click the workbook name of your current workbook from the left Database Name list box, see screenshot:

doc filter to another sheet 5

6. Go on clicking OK button, in the popped Query Wizard-Choose Columns dialog, in the left box, select the range name you have created for your data, and click the plus sign (+) to expand the option, and all column headers have been displayed as following screenshot shown:

doc filter to another sheet 6

7. Then you should add the column headers from the Available tables and columns box into the Columns in your query box by selecting the headers and clicking doc filter to another sheet addbutton button, see screenshot:

doc filter to another sheet 7

8. And then click Next button go to the Query Wizard-Filter Data dialog, in the dialog box, please specify the filter criteria which you want to filter by, see screenshot:

doc filter to another sheet 8

9. Then click Next > Next buttons to go to the Query Wizard-Finish dialog, in this dialog box, select Return Data to Microsoft Excel option, see screenshot:

doc filter to another sheet 9

10. And then click Finish button, an Import Data dialog box is popped out, please check Table, and specify a cell location to put the filter result under the Existing worksheet option, see screenshot:

doc filter to another sheet 10

11. At last, click OK button, the filter data has been imported into the new sheet, see screenshot:

doc filter to another sheet 11

12. Now, the filtered data has been linked to your original data, even if you add rows or change values in the original data, the filter result would be updated automatically in the output sheet after clicking the Refresh All button under the Data tab, see screenshot:

doc filter to another sheet 12


Filter data by multiple criteria or other specific condition, such as by text length, by case sensitive, etc.

Kutools for Excel’s Super Filter feature is a powerful utility, you can apply this feature to finish the following operations:

  • Filter data with multiple criteria;              Filter data by text length;
  • Filter data by upper / lower case;             Filter date by year / month / Day / week / quarter

doc-super-filter1

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Demo: Filter data from one worksheet to another dynamically in Excel

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Comments (4)
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This comment was minimized by the moderator on the site
I did this in Excel 2019 (64-bit) and of course it's working beautifully, but I can't make it work in Excel 2007 (which is 32-bit): ODBC Excel Driver Login Failed: Unrecognized database format.
This comment was minimized by the moderator on the site
This is lame, because you always have to keep your document name and the directory where you save it to the same. A solution without document save location etc would be much more helpfull. Because you wnat data from a worksheet filtered to another worksheet in the same document you have to cut out the part save location etc.

Alejandra, probably this is the problem in your case to. When you save your file to antoher location, when you give it another name, when you want to make this for a friend or another computer it wont work because the file location changes or the name etc.
This comment was minimized by the moderator on the site
My data wont refresh to show new information
This comment was minimized by the moderator on the site
can i from excel spreadsheet find mileages from a set point to multi post codes as to establish the distance to and from post codes
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