When you are working with any set of data there are a variety of ways you can distribute the information. With Sheetgo you can build a workflow that will easily filter the information that you need based on the value of one of the columns on your spreadsheet.
In our example we are using the Split function to separate the data from a Projects spreadsheet based on the Project managers (column E), so each manager will have a tab with only the projects associated with it.
To Split your data using Sheetgo you need to start by opening or creating a New Workflow and then Creating a new automation.β
To create a new automation you first need to select your source data. This is the file that Sheetgo will use to split and transfer the information to the destination. Select the spreadsheet and the tab that will be your source material and click Next Step.
After selecting the source, you need to select the Split option on the Data processor step.
On the Split option, use the dropdown menu, to specify which column will be e used to filter the data. In our case, we are splitting based on Column E. When you are done click on Next step.
Splitting from a Single file to a Single file will create tabs (based on the column specified) in the destination file. If you want to split the information into multiple files you need to choose the Folder option on the destination step.
When using the Split feature you can only send the data to Google Sheets files.β
To split into a single file, select the single
Select New file and Sheetgo will create the destination spreadsheet automatically. Or, select the existing file if you would like to work with an existing file. Notice that the tabs will be created automatically by Sheetgo based on the values present in the column you specified on the Data processor step.
Click Finish and save and run the workflow.
Sheetgo has split projects and grouped them into tabs for each project manager in the destination spreadsheet.
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