Excel 2024: Save Filter & Sorting in Sheet View

Do you share a workbook with co-workers? Does you co-worker want to Filter or Sort the workbook differently than you do? Eight years ago, I was ready to strangle my co-worker Scott when he kept filtering our project list to show only his projects.

Amazingly, the Excel team has provided a new solution called "Sheet View". It debuted for Microsoft 365 in March 2020.

Below is a small workbook that Andy and Betty share. The Ribbon is showing the new Sheet View settings that are found on the View tab.

To create a new Sheet View, click New.

The new view is initially called Temporary View. Apply any formatting or sorting. In the image below, Andy has filtered to his records and sorted the projects high-to-low.

If you want to be able to return to this view in the future, you can either click the Keep icon or simply type a new name such as Andy Descending.

Notice that the Row and Column labels are now black. This is to alert you that you are seeing a Sheet View.

When Betty opens the workbook, she can filter to Betty and sort ascending. She might name her view as BettyAscending.

This next part is absolutely wild. Say that Andy edits cell C2 in his view and changes the value to $100,000.

When anyone goes back to the Default view of the workbook, the original sort order is retained. But - the new value for Andy's project A008 is still $100,000!

I've asked the Excel team how they manage to do this behind the scenes, and I still don't know how they manage to keep it all tied together. But it works.