Excel 365 (Mac): How do I pull table data from another excel workbook?

Careless Hare

New Member
Sep 9, 2018
Hello all,

I am wanting to pull specific data from one table into another. Basically, I have an accounting ledger that tracks all debits and credits for our business. At the end of the month, I put together an expense report of all our transactions. Rather than sorting the data in the ledger, I want to create a separate tab, within the workbook, that will populate this expense data to be further analyzed. I thought about doing this with a pivot table, but I need to retain the comments for each transaction. To my knowledge, there is no way to pull over "Text" in a pivot table.

If anyone has any ideas, I would love to hear your recommendations.


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