I'm looking for some help designing and building a simple worksheet that allows about 20 users (Mac and Windows) to manage the data in the table while in a filtered view. The core table has about 20 columns, and each user needs to go in, filter for their records using one column, and then update data in the other columns 1-2x monthly.
The main problem I have, while using the coauthoring scheme and while the file sits on SharePoint in o365, is that when 2 or more people are in the worksheet, only one person has control of the table and its filter. So the last person to set the filter shows their data while the others can no longer use their own. So it becomes not really a multi-user worksheet that can be coauthored. The same thing happens if the users open the worksheet in the SharePoint online/Excel online interface.
I know that one solution would be to create 2 Excel files, one with data, one with filtered view of the other worksheet's data, but then I have to distribute and update it to 20 desktops.
Access would have been good for this, but it's not available to me. I don't believe my company will let me create a list in SharePoint. I've tried PowerApps, but seem also not to have permissions to use it.
Any advice on how to keep this simple and in Excel? Or is there another simple solution, maybe another Access-type product ?
Best,
DC G
The main problem I have, while using the coauthoring scheme and while the file sits on SharePoint in o365, is that when 2 or more people are in the worksheet, only one person has control of the table and its filter. So the last person to set the filter shows their data while the others can no longer use their own. So it becomes not really a multi-user worksheet that can be coauthored. The same thing happens if the users open the worksheet in the SharePoint online/Excel online interface.
I know that one solution would be to create 2 Excel files, one with data, one with filtered view of the other worksheet's data, but then I have to distribute and update it to 20 desktops.
Access would have been good for this, but it's not available to me. I don't believe my company will let me create a list in SharePoint. I've tried PowerApps, but seem also not to have permissions to use it.
Any advice on how to keep this simple and in Excel? Or is there another simple solution, maybe another Access-type product ?
Best,
DC G
