Split One Master Sheet into Multiple Tabs or Files

The Split Sheet workflow partitions a master spreadsheet into multiple targets based on the unique values found in a designated partition column (such as Region, Department, SalesRep, or Status).

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Two Output Modes

1. Split into Tabs (Within Current Spreadsheet)

• Automatically generates a tab for each unique category in your partition column (e.g., North_America, EMEA, APAC).
• Whenever the master sheet updates, the partition tabs are refreshed automatically.

2. Split into Separate Drive Files

• Automatically creates and maintains distinct Google Sheets files inside your selected Google Drive folder.
• Confidentiality: Share specific rep files (e.g., John_Doe_Accounts.sheet) without exposing your entire master database or other reps’ sensitive figures.

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Configuration Steps

1. Select Split Sheet in the Sync Wizard.
2. Choose the source tab you wish to partition.
3. Select the Partition Column (e.g., Region).
4. Choose Output Destination:
   • Same Spreadsheet (New Tabs)
   • Google Drive Folder (Separate Spreadsheets)
5. Configure schedule to ensure split files stay up-to-date with your master sheet.