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.
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)
@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.
Microsoft should not call this co-author if it does not allow multiple users to filter their data.....
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!
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!
[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.