Pull Data from Another Sheet by Criteria 📊

Learn how to pull data from another Excel sheet based on specific criteria.
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In this video, I'll show you 4 ways to pull data from another worksheet based on specific criteria. For example, only extracting the transactions where hours worked are less then 10 to another worksheet. I’ll walk you through how this works not just across different worksheets, but also between completely separate Excel files. The first method is going to be using the XLOOKUP and / or VLOOKUP formulas. However, this only returns a single match which doesn't work if you're looking for multiple matches. The second method we'll look at is using the advanced filter tool. While this returns multiple matches, it doesn't update automatically if there are any changes to the original data. The third method is using the filter formula which accounts for multiple matches as well as updates automatically. I'll even show you how to use the filter formula with multiple criteria. Finally, we look at using Power Query which is more efficient to pull data from another sheet based on specific criteria.

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Chapters:
0:00​ -​ Method 1 (Single Match)
1:37​ - Method 2 (Multiple Match)
3:28​ - Method 3 (Multiple Matches & Criteria)
6:19​ - Working with Separate Excel Files
7:28​ - Method 4 (Separate Excel Files)