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MMCCarte34's avatar
MMCCarte34
Copper Contributor
May 12, 2020

How do you automatically remove filters from an online excel doc on sharepoint?

Apologies but this is all new to me and I am a teacher thrown in at the deep end with the current situation.

 

I currently have a whole school excel online spreadsheet on sharepoint so that multiple users can enter data. The problem is (I think) that staff are forgetting to remove filters and are somehow overwriting other staffs values.

 

Is there anyway to set up the doc so that all filters automatically clear after each user? Also incase im missing something could there be another reason why different data is being entered and removed across the entire document?

 

Thanks in advance!

 

 

excel
Excel for web
  • Woody125's avatar
    Woody125
    Copper Contributor
    May 06, 2022

    Having the same issue here. Daily requests to reset filters for users (where they bother to get in touch and don't just abandon the process). Look forward to someone coming up with a solution

    • kevin121's avatar
      kevin121
      Copper Contributor
      Jan 30, 2023

      Woody125 

       

      There is a way, make the file read only. When the file is read only, all filter is limited to individual. If you still want to give them permission to edit the file. Make the file protected as default(meaning as view only as default).

       

      File -> options -> protect file

       

  • BoudardP's avatar
    BoudardP
    Copper Contributor
    Nov 02, 2021
    Also interested if someone found an automatic solution. Just tried to have a look at all available options but didn't find anything.
    • Andrea25411's avatar
      Andrea25411
      Copper Contributor
      Nov 03, 2021

      I am in the same spot. I'm looking for an option upon close that all the filters are removed.  I have a few people in the excel document working and if I don't clear my filters before close and they do my filters hold. Even if I'm in "My View" BoudardP 

  • Luis_Guicho's avatar
    Luis_Guicho
    Copper Contributor
    May 12, 2020

    MMCCarte34 Hi there. First you should tell your students to apply the filters ONLY to them (individual).

     

    To clean all the filters applied go to

    Spoiler
    DATA tab

    click

    Spoiler
    CLEAR

     in the SORT & FILTERS box.

     

    LG

    • Kimmo Kyle's avatar
      Kimmo Kyle
      Copper Contributor
      Jan 21, 2022

      Luis_Guicho Your screenshots are not from Excel Online (the browser version) which I believe the OP was asking about. I have a similar issue. I see in Excel Online that filters are active in some columns, but no matter what I do - highlight the cells or the entire row with the columns - the Clear button in Data tab remains grayed out. In the Excel app this works fine.

    • MMCCarte34's avatar
      MMCCarte34
      Copper Contributor
      May 12, 2020

      Thank you for this however the issue is that staff are not clearing filters. This then affects the next user and so on.

       

      I need it to be done for them. Some staff are not coping well with this transition and are not IT literate no matter how many times they are supported.

       

      Is there anyway to set it up that the document automatically removes all filters when the exit the document?

       

      Luis_Guicho 

      • Luis_Guicho's avatar
        Luis_Guicho
        Copper Contributor
        May 12, 2020
        You should tell your fellow teachers and students when they choose filters choose the option "apply only to me". This will not affect other users.

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