Spreadsheet views on Co-authored Spreadsheets

You’re running into a pretty common problem with Excel for the web / co-authored workbooks where people apply filters, and those filters overwrite what others are looking at.

In co-authored Excel files (OneDrive/SharePoint), filters are shared by default.

If someone applies a filter (e.g. “SD” in your Account Handler column), that same filter applies to everyone else — so suddenly the whole workbook only shows SD’s clients for all users.

There are two good approaches:

Option 1 — Use Personal Filter Views

• In Excel for the Web:

1. Go to View tab.
2. Click New View (sometimes called Custom View or Sheet View depending on version).
3. Choose Private View.
4. Apply your filter (e.g., your initials).
5. Save it.

Now, your filter won’t affect anyone else, and you can quickly switch between your view and shared views.

In Excel desktop (with 365 connected workbooks), this shows up as Sheet View. Look for the little “eye” icon in the sheet tab area when you filter — it means you’re in your own private view.

Option 2 — Use “My View” as Default

If you want to always open the file with your filter:

1. Set up your Sheet View (see above).
2. Save and exit the workbook while in that view.
3. When you re-open, Excel will return to your personal view (instead of overriding with someone else’s).

My answers are voluntary and without guarantee!

Hope this will help you.

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