Forum Discussion
SharePoint - Excel Collaboration - Read Only - Filters
Adam,
What's the size and complexity of this Excel? You say it has performance issues, but Excel Online/Excel 2016 with files stored in OneDrive or SharePoint Online support co-authoring. That is usually the preferred method but there are basic requirements to make that work properly (version, file format, etc).
If that isn't an option, typically you could look to convert the XLS to a SharePoint modern list. If you need to show totals and such it might need to be a classic list, but for simplistic needs that might work. Or with the original XLS, you could just enforce checkout which basically defeats the purpose of co-authoring but provides the user a dialog to save as but it's still not ideal. Are users have poor connection to the internet with these files?
Hi Doug,
Thanks for your response. My problem with performance is within excel and local files with the sharing turned on. Historically it's always been the same; you get more than 2 users in the sheet at any one time and the whole thing grinds to a painful halt. Complexity; not very. Pretty basic in terms of excel features with a filter, several columns, but the file size is about 35mb.
We are trying SharePoint for this but like I say the 'live' edits make it chaotic when the filter or sort is used. To say to the 81 users you cannot use these features isn't an option.
I'll take a look at the modern/classic lists and see how they work for me. Thanks for the advice.
Is there any solution to this yet? I have the same issue.
Hey Adam,
Sounds good. That's why I was asking if it was complex because if it was, then you likely wouldn't be able to convert to a list. Remember what you could also do is use the list for data entry, sort filter etc, then if you need complexity open the list with Excel as a datasource to do pivottables or reporting.
