Tech Tip: Sheet view in Excel

By: Ryan Johnson

Excel sheet view screenshot

Have you ever collaborated with someone else in a worksheet, looking at a large data set, and suddenly the table shrinks and you’re unable to finish your work? It’s pretty disruptive isn’t it?

Sheet views are an innovative way of letting you create customized views in an Excel worksheet without being disrupted by others. For instance, you can set up a filter to display only the records that are important to you, without being affected by others sorting and filtering in the document. You can even set up multiple sheet views on the same worksheet. Any cell-level edits you make will automatically be saved with the workbook regardless of which view you’re in.

How do I add a sheet view?

Select the worksheet where you want the sheet view, and go to View > Sheet View > New. Next, apply the sort/filter that you want. Excel will automatically name your new view: Temporary View. Your view is initially temporary, so if you want to keep it, select that view name from the sheet view switcher drop-down, type your new name, then press Enter.

How do I close or switch between sheet views?

If you want to close a sheet view and return to the default view, go to View > Sheet View > Exit. To switch between views, go to View > Sheet View, and select your view from the sheet view switcher drop-down list.

How do I delete a sheet view?

If you decide that you no longer want a particular sheet view, you can go to View > Sheet Views > Options, select the view in question, then press Delete. You can use Shift/Ctrl+left-click to select multiple views to delete.

 

To learn more about Sheet View, check out this article from Microsoft.

 

One thought on “Tech Tip: Sheet view in Excel

Comments are closed.