Find and transfer data

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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
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@Peanutnut 

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.

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@Sergei Baklan 

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