Filtering Needs to Work in Co-Authoring
Say that several people are editing the same workbook. If Tom filters to show only his records, then the other people will only see Tom's records. We need to be able to have each person apply a different filter and see only their records.
Note that it is fine to require that the workbook can not have SUBTOTAL or AGGREGATE functions in order for independent filtering to work. If you allow these functions, then everyone will have different calculation results which would be problematic.
It is more important to us to be able to have each person apply a local filter than to have the rare AGGREGATE function work correctly.
Thanks!
Bill Jelen
shared this idea
Hello Everyone. We agree with you! The experience you’ve captured here is at the top of our list to address with a future coauthoring feature. I can’t share a timeline for when this will be delivered but wanted to let you know that we do recognize the impact not having this ability has on your coauthoring experience. Stay tuned for more.
Scott (Microsoft Excel PM)
20 comments
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Anonymous
commented
Yeah! Big challenge with having shared excel sheets where people can't view the document individually. Our work around is creating separate sheets using the "Get & Transform Data From Table/Range" feature of excel, which gives us read only filterable views for individual people (One Sheet per Person). Still have massive head aches in updating the data and helping people get to the data they want to update.
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S. Agyei
commented
My team desperately needs this feature to maximize our productivity!
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Kyle Dickinson
commented
This is a must have for co-authorizing. Individual filtering is causing confusions with users.
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Carl Boyd
commented
There is a similar thread with 1123 votes already. Please use the larger thread to vote this up.
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Anonymous
commented
Thanks for the update, Scott. This is one of the crucial missing features that has kept my team from transitioning from Googlesheets to Excel Online.
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Anonymous
commented
When Microsoft !?
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Anonymous
commented
Urgently need this. Please update us with how long this is going to take.
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Steve
commented
there is a similar vote on this thread here, FYI:
Allow for personal user views/filters - https://excel.uservoice.com/forums/274580-excel-online/suggestions/8192445-allow-for-personal-user-views-filters?tracking_code=ac6568636340730ee0ba8e78be9e290b -
Anonymous
commented
Any update regarding this? We have an entire team who work on the same workbook at the same time, and now, when one person filters a column, all the other users lose their place and start typing in the wrong cell! This needs to be addressed URGENTLY. It literally means they can't do their jobs!
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Natasha Gossman
commented
FYI, the other link with the same topic has just been set as "planned" by Microsoft. They posted a link to a survey for people to request the most important features of the new upgrade. I highly suggest going to the link below so we can consolidate this issue and get this done! Almost there!
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Darcy T
commented
Yes, same issue.
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Anonymous
commented
Hey guys.
Is this the same topic?
https://excel.uservoice.com/forums/274580-excel-online/suggestions/8192445-allow-for-personal-user-views-filters -
Shaun
commented
Need this!!!
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Robert Barker
commented
This is a must-have to make the co-authoring experience with a large data set work efficiently.
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Anonymous
commented
This is very problematic and defeats the value of co-authoring for us! Can't wait to see the change for this.
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Nathan
commented
@Excel Team [MSFT] -- PLEASE hurry with an update for this. We rolled out co-authoring to our business and accounting departments who rely heavily on filters and needed co-authoring. Now, we went through this whole upgrade only to find out it doesn't work. Wouldn't co-authoring monitor the actual cell location of the user editing, why would filters effect that?
Yet, amazingly, I am unsurprised this is a thing. Microsoft is notorious for giving you much needed features, with ridiculous caveats.
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Anonymous
commented
Microsoft should not call this co-author if it does not allow multiple users to filter their data.....
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Jonathan
commented
They haven't fixed this for the online version yet either. Not a good look Microsoft. When it comes to collaboration, users expect their filtering not to affect others who are working on the same document!
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Anonymous
commented
I really cant understand why this has not been done yet!!
If your using the now (legacy) shared workbook you can do this....move to the all new singing and dancing co-authoring and the filter situation is a mess!
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[Deleted User]
commented
When many persons edit a shared excel sheet in co-authoring mode and sheet have filters on any columns then:
now when one person filter data in column this filters is apply in each other person in their desktops excel sheets. Thats way other persons have filtered columns with hidden data that they not want to hide and need it to proccess.
Solution (like a A-Tools):
every person can filter column data localy for a her own desktop, that not apply to other desktops.