When you begin building your query (learn more about building queries here) you also have an option to save your query as a template. If you choose not to save the query as a template it will only be available to you on the sheet it was originally created on in your workbook. For example, if you create a query on Worksheet 1 in Excel Workbook A the only place you can run that query is on Worksheet 1 in Workbook A.
We recommend that you save your query as a template so it can be re-used in any workbook.
Saving your query as a template
To save your query as a template build your query as usual, adding all fields and filters from your data source, and then check off the slider to "Save as template". Give your template a name and add a description. Then choose Save & Download.
Editing your template
From the home screen or the menu, click on Templates to find all your saved templates and make any necessary changes, including adding a filter if desired. When done, click "Apply" and you will be prompted to load the template into Excel (this will clear all data on the current sheet) and download your data.
Using your template
From the home screen or the menu, click on Templates and select the desired template. Add a filter if desired, and then click on "Download".
