Sep 30 2021 11:40 AM
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.
Sep 30 2021 01:28 PM
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
Sep 30 2021 02:21 PM
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
Sep 30 2021 04:10 PM
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).
Oct 07 2021 11:51 AM
Oct 07 2021 12:28 PM
@KSNelson1 I appreciate if you give the reference, will be very sorry then.
Oct 07 2021 09:36 PM
Oct 08 2021 12:52 AM
Thank you, but I see no table in this video. Range with frozen first row and filtering is used.
Oct 08 2021 06:02 AM
Oct 08 2021 08:35 AM
An opposite - if you'd like to use Custom Views work with ranges, not with structured tables. Or use Sheet Views, they keep filtering of tables.
Oct 12 2021 02:01 PM