Have you ever analyzed data in a shared spreadsheet while someone else classifies or filters it at the same time? With a custom temporary view in Microsoft Excel, can stop madness during collaboration.
Although real-time collaboration in Microsoft Office is convenient and, often, Necessary, it can also be harmful. It's a distraction when the sheet suddenly changes as it concentrates on the data. But when creating a temporary view, you can keep your eyes on what you need to focus on while others continue their own work. And best of all, you can save that view and reuse it..
Availability of functions and basic concepts
microsoft calls this excel function sheet views. Here's a rundown of its availability and how it works:
- the feature is enabled in microsoft excel 365 for Windows and Mac, along with Excel for the web.
- In the Excel desktop app, you must store the file in OneDrive, OneDrive for Company or SharePoint. Opposite case, the function will be dimmed.
- Edits you make at the cell level will be saved no matter what view you are using.
- Sheet view is enabled only for the active worksheet.
How to create a temporary sheet view
Now that you know the basics of sheet views in Microsoft Excel, it's time to get this feature up and running. Open your Excel workbook and select a sheet to create the view.
Go to the View tab in the ribbon bar. You will see a Sheet View section at the far left of the row. Click on “New”.
You will immediately notice a difference in the appearance of your leaf:
- The column and row headings will have changed to a black background.
- The Temporary View will be displayed in the Sheet View drop-down menu on the ribbon.
- An eye icon will appear next to the name of the sheet tab. Hover over the icon to see the name of the current sheet view.
Once you are in this new temporary view, you can work on your sheet without interruptions from other people who are doing the same thing. This will allow you to filter and sort as you would if you were working alone..
If someone else is actively working on the sheet with filters and sorting, you will be asked if you want to see your work or just yours.
Save your temporary view
An interesting feature of a sheet view is that you can save it and you can save more than one per sheet. You can do this by clicking on “Conserve” in the Sheet View section of the ribbon. this saves the view with a default name, as Vista1, View2, etc.
You can also save the view by clicking inside the Sheet View drop-down box on the ribbon and giving it a proper name.
Change or leave a sheet view
use the sheet view drop-down box to switch to a different view at any time. To return to the default view, choose that option from the drop-down list. To simply exit a view, click on “Get out”.
Other views on the sheet
The views you use and save are not private. Anyone you're sharing the sheet with can view and use those views. And they can create their own views. each appears in the sheet view drop-down box.
This is good and bad. It's good because everyone can take advantage of views that others have saved.. But it's bad because anyone can change a view., whether on purpose or not. Just keep this in mind.
Manage sheet views
If you want to change the name, duplicate or remove a sheet view, click on “Choices” in the Sheet View section of the ribbon.
You can manage views saved by all users in one place.
When you are analyzing data, using filters and sorting options, a temporary sheet view in excel may prevent you from having to work again while others use the workbook simultaneously. If you are interested in views that can save your workbook settings, see how to use custom views in excel.
RELATED: How to use custom views in Excel to save your workbook settings
