Help Centre › Building Processes
Filter a sheet on one column, so only the matching rows show.
Runs on: macOS and Windows only.
Add it to a process
In the process designer, open the Add step tab. Find Filter data under Excel › Search & Filter, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| File path | Yes | Enter the file path, or use a variable such as {folder::desktop::path}\file.xlsx. |
| Sheet | Yes | Name of the sheet to filter. Supports wildcards: * matches any characters. |
| Column | Yes | The column to filter on: its heading, e.g. Status, or its letter, e.g. C. |
| Operator | No | How each cell in the column is compared with Value. Only the rows that match stay visible. |
| Value | No | What to compare with, e.g. Paid or 1000. For 'Is one of', separate the values with commas, e.g. Paid,Overdue. Leave empty for blank and not blank. |
See all Excel steps.