Forum Discussion
How do I Save a Specific Filter within a DataBase
I have a table of data with headers. I can Sort this data, and I can filter this data. What I would like to do is save a particular system of filtering this data, so that I can recall or re-use it later.
In my research it appeared that this was the intent of "Custom Views." I have encountered this instruction in various places including some How To video tutorials, Help topics, etc. However, when I filter my data as I want and sort it, when I go to the View menu, "Custom Views" is grayed out and is not available. I have not been able to find a reason why, and at least one of the suggestions truly seemed crazy - grayed out because there was data in a table ... of course there was data in the table.
I would like either help in finding out why Custom Views is grayed out and how to correct that, or how otherwise to save a particular filter/sort system for later use.
I am using Microsoft 365 Excel version 2109. Windows 10.
10 Replies
Yes, Custom View doesn't work with structured tables, that's directly mentioned in support page Create, apply, or delete a custom view (microsoft.com)
Why so - philosophic question, you may check discussions like this Custom VIews--menu selection is grayed out- - Microsoft Tech Community
If Custom Views no longer work with structured tables then is there a way to save specific sort/filter operations like Custom Views formerly did?
I would like to not have to go step by step rebuilding my sort/filter (Query?) process each time I have altered my data table.
PS: thanks for your response and help
Custom Views never worked with structured tables, and it didn't work with Lists which was introduced before tables long ago.
If we speak only about sorting/filtering you may use Sheet Views Sheet Views in Excel (microsoft.com) if file is kept online (on SharePoint/OneDrive).
