Fighting Over the Excel Filter

A new feature that we’ve started to heavily use here at Kumo Partners is the Sheet View feature in Excel. This appeared to us at the perfect time as we utilize excel files embedded in Teams to track various types of tasks. As we use these lists everyday, multiple of us end up working on the spreadsheet at the same time at any given point in the day. Unfortunately as our list grew we quickly started to try and filter the data for my assignments only, however this then started making the others also have to look at my assignments. With everything else in the world being stressful as it may be fighting each other over Excel table filters was not making it any better… Fortunately that’s where the sheet view functionality really started to help us work with each other instead of against.

The Sheet View feature has now allowed us to all be able to create our own views of the data that we need and avoid messing with others work. We’ve started to implement it into our daily use and it works great! Let’s look at how this is setup.

Creating a Sheet View

First create or open an excel file in Office 365 / Teams. The functionality is related to tables in excel, so make sure to convert your data to a table first.

Selecting a range then Insert > Table will convert it to a dynamic table for us.

Once you have a table created, the magic of the platform starts to show. The drop-down menu of any filter presents the sheet view option to toggle the current view. You can also see this in the view tab.

Table Column Filter drop-down displays the various views created.

Once you select “New Sheet View” the column and row headers will turn dark. This means that you are now looking at a sheet view.

Sheet views are public so filter by user, not dynamically.

Under the View Tab, the sheet view drop-down will now appear and you can switch between views as you like. You can also rename a view here. Select the view you want to edit and any filtering / sorting you apply will be auto-saved. You the “Keep” button next to the sheet view drop-down. Now you will be able to change the view and not affect what others are seeing. Switch back to the Default view to go back and voila, now you have custom excel views!

Looking for more Office 365 goodies? See our other posts related to Office 365


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