Sheet Views - Filtering & Sorting Functions Broken

Question

Good morning! Has anyone had luck finding a solution to sheet views not working as intended? Each employee has their own sheet view for a shared document, but anytime someone filters in their own view, it impacts ALL users in real time. Sorting, hiding columns, and freezing panes are all actions that impact all workers, even when employees are working in their own established sheet view. 

We are accessing the document via a SharePoint desktop folder via windows 10. 

It looks like these issues have been discussed on other forums that date back to early 2021. Does Microsoft have any plans to address this?

Answer 1

Hi, while I truly appreciate your detailed response, what you are suggesting defeats the entire purpose of having sheet views -- which is for multiple users to collaborate concurrently without disrupting each other's view of the data. If our best option is to move towards a check in and check out process, what's the point of sheet views? It seems like this issue has been documented for 1+ year - does Microsoft have this on their radar to fix?

Thank you

Answer 2

Thank you again for taking the time to reply. I will follow your suggestions to report the issue.

Did you all ever find a fix when your team experienced the same issue? Or is it in fact a system wide bug/defect?

Answer 3

Dear Laura,

We have encountered some similar issue years ago, and we waited for the hotfix of the product group from backend at that time.

We're not sure whether this is the same situation as before, no bug or service impacting incident reported yet.

the related support team can help to find a fix and work it out with you.

Best Regards,

Rhoda

Answer 4

Dear Laura,

We appreciate that you posted back and confirmed the scenario with us. Sorry for having misunderstood your purpose of continuing co-authoring without affecting each other on sheet view.

We also encounter the same situation as yours recently, our sheet view changed in a sudden when someone filters in their own view.

Given this situation, we do understand the inconvenience caused and apologize for it. Since we cannot go further with the product behavior, the best way to troubleshoot the issue is to report the issue to the related Team. We’d suggest you contact your office 365 administrator to go to Office 365 Admin Center-> Support-> New Service Request, the support engineers there have the correct escalation channel, and this is the most efficient way to report such issue. You can refer to this article to check the way how to raise a ticket. Ways to contact support for business products - Admin help. The engineers in related team have higher permission and resources than us to help check the root cause from background directly.

For your reference: How do I find my Microsoft 365 admin? - Microsoft Support

Your understanding and patience will be highly appreciated. I hope that you are keeping safe and well!

Sincerely,

Rhoda | Microsoft Community Moderator

Answer 5

Dear Laura,

Good day! Thanks for posting in Microsoft Community. We're happy to help.

From your description, it seems that you are encountering issue with user's own sheet view in a shared document via a SharePoint desktop folder via windows 10.

If my understanding is right, generally, this is a by design behavior for co-authoring. Each action in the excel workbook will impact the other user who is opening the file at the same tile.

For your reference: Collaborate on Excel workbooks at the same time with co-authoring - Microsoft Support

We'd recommend you enable the check-in and check-out future in library settings, if you want to make changes to a file on a SharePoint site and you want to make sure no one else can edit it, check out the file. When you finish editing and check the file back into the library, other people can see your changes and edit the file, if they have permission. And, if you decide not to make or keep any changes in the file, you can simply discard your checkout, so you don’t affect version history.

For your reference: Check out, check in, or discard changes to files in a SharePoint library - Microsoft Support

To enable require check out, please navigate to the library > settings > library settings > More library settings > Versioning settings > Set require check out to yes > OK as shown below

Additionally, as you mentioned you are" accessing the document via a SharePoint desktop folder via windows 10". May I know if OneDrive sync client in use? If so, we can also pause OneDrive sync for a while, and uncheck the option to "Use Office applications to sync Office files that I open" to avoid the impact, this will also interrupt the co-authoring.

As our product developers are willing to hear the users' suggestions, I kindly suggest you submit your feedback on the Feedback platformto our product developers so that they can know your requirements and ideas for product improvements.

If the scenario above is not consistent with yours, you can also post back and point that.

Thanks for your understanding and have a nice day!

Sincerely,

Rhoda | Microsoft Community Moderator