Does adding conditions to a power query connection mean it won't update to pull new data?

Apologies if I'm not posing this question very well; all of my use of Excel is self-taught and relies heavily on blogs, YouTube and help from experts here.

I'm creating two incident logs as two separate Excel workbooks (they have to be separate). The first captures every incident, the second captures anything that gets escalated. I'd like to connect them and use the first as a source for the second, to save people re-entering the basic details such as names and dates. The process needs to be as automated as possible, so that anyone can use the two logs without needing to know more than the basics about Excel.

I followed a guide on YouTube to do this, but I think I'm going wrong somewhere.

In the query editor, I filtered the escalated column so that only those rows from the first log where there's a 'Yes' in the escalated column appeared in the second log.

However, when I added another record to the first log with 'Yes' in the escalated column, the second log still only included the records that were there when I first created the connection, even after refreshing the data/query.

So I'm guessing I've done this in a ham-fisted way (!) and wonder where I've gone wrong. Would really appreciate any pointers (or just a heads up that I'm trying to do something that won't work).

Thank you :-)