Thread: filtering and linking

I have an excel document with all clients and their contact info, each one coded as NEW CLIENT and OLD CLIENT. I'd like to create a separate linked worksheet that shows abbreviated information for just those individuals listed as NEW CLIENT. How do I create a linked worksheet that integrates the filter function?

All you have to do is copy the existing worksheet that you have and paste it on the new worksheet. From there you Highlight the collumps-->click on Home-->Sort & Filter-->Filter. Then click on the New vs Old column and uncheck old.

See attached dummy workbook for a reference.

Hope this is what you're looking for!

Thanks. Quick follow-up: (1) Is there a way to ensure that all new entries I make into the larger file are automatically linked into the abridged worksheet. I don't want to have to cut and link with each new input. (2) My larger file consists of a lot of data. Over 1,000 rows and about ten columns. When I cut and link everything into new worksheet, it freezes. Any way around this?

Sure, click on the cell that is to match the cell in the original worksheet (assuming A1 for example) and insert:

=A1 and press enter

Then click on the botom right of the cell where we just inserted the equation and drag it down as far as needed. Where you stop dragging, is where it will stop reading on the previous worksheet.

Follow the same pattern for the other columns

OK, but there's no way -- for efficiency sake -- to automatically migrate just info for NEW CLIENT and not OLD CLIENT over to the linked worksheet?

Take a look at this dummybook. It utilizes =IF( statements and OFFSET( to transfer over the information from the previous worksheet. After that I implemented the filtering which I had described above, to get rid of the blank cells, only showing the "New" ones.

This works, but isn't the most efficient way if you have a ton of columns to transfer over. How much information (columns) do you need to move over?