Forum Discussion
Sheet View with "Filters" off?
Hello. I'm wondering if "Filters" must be turned on at all times for Sheet Views to work.
We are using a spreadsheet shared between 3 people to track work that we do. We would like to be able to use Sheet View to easily view just individual user data from the main sheet by simply selecting one filtered sheet, instead of going into the main sheet and sorting/filtering/etc.
We did it before with a macro, but that is not possible with this new Live365 sheet that we are being required to migrate to.
I have made several sheet views, but it seems as soon as Filters are turned "off", all of the sheet views show the same thing as the "Default" sheet. Having Filter always "On" shows the dropdown arrow on every column on every sheet. I am trying to avoid that as it makes the idea of Sheet View irrelevant to us.
The attached picture (fake spreadsheet) shows the dropdown arrows. My goal is simplicity for the users and for a supervisor (with limited Excel knowledge) who may want to go in and look at individual workflow/s.
Can I have multiple Sheet View sheets that are filtered by default without having Filters turned on?
I feel there is a simple fix for this, but NONE of the help pages (Microsoft or independent) I have found address the concept at all.
I'm stumped.
1 Reply
Views can apply filters without the Filters being switched on. But I am not sure they intend it to work as it seems to get reset very easily if you switch Filters off. The pattern I THINK I'm seeing working currently is this:
1, I open the xlsx in desktop Excel and turn on Filters (if I do it in the web, it won't put it on the column I need).
2. I go to Web Excel (not sure this is necessary) and set up my views by going into each view and setting the required filter criteria and then exiting out of the view once it is showing what I want. 3. I make sure I am back on the Default view, in Web Excel when I switch off Filters. If I'm in a custom view, it will turn off filters on that view and reset it to default but leave filters on for the other custom views. If I'm in desktop Excel when I turn off filters on the default view, it seems to reset all custom views to unfiltered.
I'm not 100% sure of this because I just tried it a couple of times today, but it's been vexing me, so I wanted to share this with others while I remember
