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Michael Gaudioso's avatar
Michael Gaudioso
Copper Contributor
Aug 16, 2018

need help on data extraction

I have a 4000 record excel work sheet with names, business titles, and email, I need to extract all contacts with Human resource titles into a different worksheet with names, titles and email address

 

any help

 

Michael

1 Reply

  • Philip West's avatar
    Philip West
    Steel Contributor

    Advanced filter..

     

    make a copy of the worksheet so you have your original and a second one.

    Imagine this is your 4k list and you wanted to copy all the administrative assistants somewhere..

    Titlenameemail
    Account Executive.LiamLiam@email.com
    Administrative Assistant.NoahNoah@email.com
    Administrative Manager.WilliamWilliam@email.com
    Administrative Assistant.JamesJames@email.com

     

    Create another table that looks like this:

    Title
    Account Executive.

    This is your criteria

     

    Now highlight the whole of your table including column headers (job title, name, phone number, email, whatever) and go to Data Ribbon, Sort and Filter, Advanced.

     

    You will be asked for a list range, which should already be filled in, Criteria range which is the second table we made. Click ok and then it will filter the list for just those job titles in the criteria

     

     

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