How to use Split Table Wizard for Excel

Using Split Table Wizard, you can bring a large worksheet to multiple sheets based on the values in the selected key columns. The tool works with sheets of any size, so you can divide your summary tables the way you need with minimum efforts. Below you can learn how to use this add-in.

Before you start

If you have a standard Excel filter enabled in your table, the add-in will process only visible filtered rows. If you need to work with the entire table, turn the filter off before starting the add-in.

How to split a table into separate files

To divide your table into multiple separate tables, you need to go through 4 simple steps.

Start Split Table Wizard

Open the workbook and click the Split Table icon in the Transform group on the Ablebits Tools tab:
Run Split Table in Excel.

Step 1: Select your table

The range with your data will be entered automatically but you can edit it right in the Select your table field. Just use the Select range icon you'll see there or select the table manually in your spreadsheet:
Choose the Excel table to split.

Click Next to continue.

Step 2: Select key column(s)

Key columns are the ones that contain values by which you want to group the resulting tables. You can select one or more columns for consideration; just tick the checkboxes next to the columns with the key values:
Pick the key columns to split your Excel table.

Check My table has headers to indicate if the first row in your table contains labels. If it doesn't, look at the values in the 1st row content column to pick the right records.

Tip. If you have a lot of columns in your table, take advantage of the Columns checkbox at the top of the list to instantly tick or untick all the boxes.
Tip. If you need to get back to step 1, press the Back button in the add-in window.

Click Next to proceed.

Step 3: Select destination

This step lets you choose where to place the split tables:
Select destination for your Excel split tables.

  • Select the Current workbook radio button if you would like to insert the sheets with the grouped records to the same workbook where you have the main table.
  • Pick the New workbook option to place the resulting tables to a new Excel file and define where you'd like to save it on your computer using the Save as file field. Click on the icon with three dots and you will see the Save As window where you will be able to specify the path.
  • Choose Multiple new workbooks to insert each created table in a separate Excel workbook. Use the Save to folder field to browse for the location where you'd like to save the new workbooks. Click on the icon with three dots and open the Browse For Folder window to find the needed place for your new files.

Click Next.

Step 4: Choose additional options

The last step allows you to choose how to name the created Excel sheets or files and specify if you want to preserve original formatting and headers:
Select additional options.

How to name new sheets

There are two ways the tool can name new sheets:

  • Select Key values to name new worksheets after the values in the column(s) you selected on step 2.
  • Pick the Number radio button to use numbers as spreadsheet names.
  • Choose Before name and enter the text you want to appear at the beginning of each new sheet name.
  • Check After name to add custom text at the end of all new Excel worksheet names.
Tip. You can use the Before name and After name options separately or in combination.

How to copy headers and preserve formatting

  • To get the header row in all the split tables, choose to Copy header and specify the row with labels in your Excel table. Use Select range in this field to collapse the window and highlight the range manually.
  • To transfer the current formatting to your new tables, select the Preserve formatting checkbox.

Click Finish and give the tool a couple of seconds to process your data and create new tables:
Split your Excel tables easily.

Responses

Is there a way to preserve formulas within the split-table wizard? When exporting as multiple workbooks, it seems only the value of a cell is copied, not the underlying formula.

Reply

Hi, Augie,
Thank you for the question. Unfortunately, there is no such an option to preserve formulas when you split a table. However, I will discuss this idea with our developers and maybe this feature will be implemented in future releases.

Thank you.

Reply

I join the proposal about the preservation of formulas.
When you select the option to save the formatting and table header, the formatting of the header is copied to all rows. Is it possible to split the copy format settings to
1) copy headers formatting
and
2) copy cells formatting ?

Reply

Thank you for your question, Denis.

I've forwarded your request to our QA assistants and developers and they will check if it's possible to introduce what you described.
As soon as there's any news, I'll reply to you by email.

Thank you for your understanding.

Reply

Hi,

I am wondering if there a way to refresh the data once the split has been completed.
i.e. if more data is added to the original table is there a way to refresh the data so the newly added information is added to the respective separate sheet?

Thank You in advance.

Reply

Hi Jaclyn,
Thank you for the question. I am afraid there is no way to refresh your data in the split tables automatically when the split has been completed. Each time you add information to the original table you should perform the split again to keep data in split tables up to date.

Thank you.

Reply

Hello. Once the split is complete and new workbooks are created, is there a way to utilize Ablebits to attach these new files to e-mails. Example: I have 3 rows, Ablebits creates 3 new files, 1 for each row. Each row is for a different person (Jack, Carl, Jane). If I include the e-mail address in the original file for each person, can Ablebits attach each of these new files to a new e-mail for each person (Jack's file is attached to a file with Jack's email, etc.)?

Reply

Hi Nick,
Thank you for your question. Unfortunately, the tool can't do this, but the good news is that we included this idea to our plan and maybe we will implement it in our future releases. I wish I could assist you more.
Thank you.

Reply

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