I have a spreadsheet with six columns of data. I've created three different views, each of which uses a different filter on the data.



Is it possible to, for example, provide a link to a view or sheet that defaults to one of these filters? And is it possible for a view to hide one or more columns without affecting the other views? If it's not possible with Views, is there another way?

I'd like to share this sheet with others who have different needs for the information. Some might need to see all columns, some might need just a few columns and filtered in a certain way.

If I'm understanding the situation correctly:

You'll have all these different "views" as separate worksheets in the same workbook, and you want different users to be guided directly to the tab or worksheet that is set up for them?

You can use a hyperlink, but I think with some caveats, especially given that you're on Word 2016 for Mac and I have Windows, so I'm not sure this will work exactly.

If your workbook is at X:\Work Files\Spreadsheets\DataWorkbook.xlsx

You would simply add the sheet name, preceded by the # symbol, and optionally a cell at the top of that sheet, preceded by the ! symbol.

X:\Work Files\Spreadsheets\DataWorkbook.xlsx#Overview!A1

That hyperlink should take the user to the page and view needed. I've read on another site, though, that this may or may not work exactly with different versions of Word. Hopefully someone else can weigh in, but I think in some older versions, the sheet name was to be inside 'Sheet1' single quotation marks, inverted commas or however you call them.

Another option would, I think, be to set up different workbooks, all pulling from the same source of data, but in different filters, so that you could direct them to different workbooks entirely. This might require updating links every time you open it.

Are you talking about filtering as in Data/Filter, or the newer Excel =FILTER function? I think you need 365 for that, but I'm not sure. Leila Gharani had some great intro videos on this feature. I used this (https://www.youtube.com/watch?v=Onudkw9DMlU) to make some updating tasks much easier.

On the View ribbon there is a button called Custom Views. You can use this to store and retrieve your different views.

Start with adding a Show All view. Then customise your workbook view and add each one as a new view.

When you save a custom view you can choose to include print settings, hidden rows/columns and filter settings.

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Andrew Lockton
Chrysalis Design, Melbourne Australia

You could also consider create a single, log in sheet for all employees. Each login is different and takes the user to a different worksheet designed specifically for them.