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Filtering Data from Another Worksheet

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    Filtering Data from Another Worksheet

    I'm trying to sort/filter data on worksheet1 (that has our full list of clients with email addresses, phone numbers, etc.) from worksheet2 (a narrowed down segment of clients based on various criteria in our agency management system). I'd like to remove all clients that do not show up on the second worksheet. From here I can upload the remaining clients into our email marketing platform and market to the specific group of clients that we narrowed down.

    Based on our system, I can't export contact information for the specific group of clients that I want to market to, so I need to narrow down our full list to that smaller group, if that makes sense. I assumed I would have to use a pivot table, but I can't seem to make that work.

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    Forum Moderator davesexcel's Avatar
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    Re: Filtering Data from Another Worksheet

    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

    View Pic

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    Re: Filtering Data from Another Worksheet

    Excel Question Example Workbook.xlsx

    I've attached a sample worksheet to help illustrate the issue. Let me know if I need to clarify anything.

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    Forum Moderator davesexcel's Avatar
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    Re: Filtering Data from Another Worksheet

    Try this out,
    Please Login or Register  to view this content.
    Attached Files Attached Files

  5. #5
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    Re: Filtering Data from Another Worksheet

    What do I do with the code? I didn't think this issue would be complicated enough to need to get into coding. Good to know...

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