Find and transfer data

New Contributor

I have a large database of professionals and want to select a certain type under the position column. Such as, 'Financial Advisor'. And then, transfer all of the Financial Advisors to another workbook.

2 Replies


If that's one-time operation you may filter the data and copy/paste into another workbook. Power Query could be an option if data is changing from time to time.


@Sergei Baklan 

Thanks Sergie, but I'm not even sure how to filter it. New to this