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.
Hi folks, great news!
Sheet View is now available in the production ring of our monthly channel.
You can see it in the following builds and newer:
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!
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!
Darcy T commented
Yes, same issue.
Is this the same topic?
Robert Barker commented
This is a must-have to make the co-authoring experience with a large data set work efficiently.
This is very problematic and defeats the value of co-authoring for us! Can't wait to see the change for this.
@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!
allow users of shared worksheets to filter their view of the data without affecting the view of others who are also using the same spreadsheet even when saving the 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.
'Custom Views' are there, but they are disabled If any worksheet in the workbook contains data formatted as a table.
Since tables are used in Excel very often, this makes the current implementation of 'Custom Views' hardly usable.
'Custom Views' should be extended to support filters on Excel tables as well!
Detlef Lewin commented
This feature should allow you to create, name, and save custom views of data that can be selected without affecting how other users see it.
As a next step it would be handy to share specific filter views with other users and choose which specific filter view should be applied by default.
Similar request already planned for Excel Online:
Example of how it is done with filter views in G Sheets (available for a couple of years by now): https://www.youtube.com/watch?v=Noue5sB69Uc