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How To Effectively Use Sheet View While Collaborating In Excel 2461

Sheet view in Excel is useful if multiple people are editing the same workbook. Say that one person wants to filter to Open orders and the other wants to see closed orders. One wants the data sorted descending and the other wants it sorted ascending. Some want to hide some columns. Sheet view can help with this.

Table of Contents

(0:00) Sheet View is better than legacy file sharing
(0:54) Saving for collaboration in Excel
(1:45) Opening the same workbook on another computer
(1:59) Changes on one computer sync to all computers
(2:25) I want to see some records
(2:41) Avoid the “See Just Mine” button
(3:00) Excel Help is wrong: Default View isn’t working
(3:28) Creating a new Sheet View for See All
(4:00) Create a view for Bill records and name it
(4:28) Switching between views works
(4:40) Changes while in a sheet view become part of the sheet view
(4:52) How your sheet view looks on a co-worker’s computer
(5:10) Co-workers can change your Sheet View
(6:06) Exit or Default is not working
(6:51) Creating a view on Computer B for Ann
(8:24) Hiding Excel columns in Sheet View: Help says only in Online
(9:24) Setting up Sheet View for columns in Excel Online
(10:00) Good: Sheet View will unhide columns
(10:07) Fail: Sheet View won’t re-hide columns
(10:22) Successfully using Sheet View to Hide Columns in Desktop
(11:15) Filters must be on for Sheet View to work with columns
(12:06) Closing and Re-opening remembers Sheet View
(12:50) Despite Excel Help’s prediction, hiding columns in Sheet View seems to work
(13:27) Conclusion and Wrap-Up
(14:34) New Excel courses on Retrieve platform

Further Help

I offer limited consulting services to potentially assist you with data challenges, whether it's designing a complex Excel formula, writing a macro or building a whole new process for data capture, modeling and analysis.  Contact me if you have a need.