How To Create A Filter View In Google Sheets
Picket Video – Creating and Using Filter Views in Google Sheets
Google Sheets has this amazing functionality to collaborate with other users.
However, 1 event when multiple people are working with the aforementioned file is that when someone changes the data, it gets changed for everyone who is working on that data.
Filter Views in Google Sheets tin assist y'all tackle this problem.
What are Filter Views in Google Sheets?
A Filter View is a view (or arrangement of information) that y'all can save for future viewing/employ.
For example, suppose yous accept a dataset as shown below:
This is the store wise sales data has four regions – Due east, West, Due north, and South.
At present if you're working with collaborators who besides accept access to this data, whatever changes you practise in this would also impact what they come across.
So instead of changing the original data, yous tin can create a Filter View.
A filtered view sits above the original information.
You can filter or sort the data according to your demand and and then create a 'filter view' of that data. This will ensure that the original information remains as is, and you withal accept admission to the 'filter view' information in case you need information technology in hereafter.
And the best function of 'Filter Views' is that yous can too share it with other collaborators (nosotros will encounter how to do this later on in this tutorial).
Filter View is useful simply when y'all want to filter and sort the data, and don't want the underlying data to change.
How to Create a Filter View in Google Sheets?
Suppose that I take the aforementioned sales information shown above, and I want to clarify the data to get the data for the following:
- Stores in East region that accept sales of Product A less than 500
- Stores in West region that have sales of Product A less than 500
- Stores in North region that take sales of Product A less than 500
- Stores in South region that have sales of Product A less than 500
This would demand creating four different 'Filter Views' – one for each region.
Here are the steps to create Filter Views in Google Sheets:
- Select the dataset.
- Go to the Data tab.
- In the Filter views option, click on 'Create new filter view'. You would notice that the row/column header turn nighttime-gray.
- In the bar in a higher place the row header, enter a descriptive proper name for the filter. In this case, I will name is 'Eastward with Sales Less than 500'.
- Brand sure the Range refers to the right range. It automatically picks the selection range, but you can modify it if you desire here.
- Click on the Filter icon for Region column, and filter all the Eastward records.
- Click on the Filter icon for Product A icon, click on 'Filter by condition', and filter all record with a value less than 500.
The higher up steps would create a Filter View in Google Sheets that you tin use to come across the stores in Eastward that are selling less than 500 of Product A.
You can close the Filter View by clicking on the close icon at the right of the gray bar.
To create other Filter Views, follow the above steps again.
Accessing Dissimilar Filter Views in a Google Sheets Document
To admission the existing filter views in a Google Sheets file, follow the below steps:
This would instantly modify the color theme of the row/column headers and open the selected filter view.
Sharing Filter Views with Others
The best office about Filter Views is that you lot tin can share information technology with other collaborators.
To share a 'filter view', you first need to open information technology, and and so copy the URL of the file and share it with the other collaborators.
You will observe that when in filter view, the URL of the Google Sheet gets an additional &fvid=########
This Filter View id is unique for each view and allows you to share a unique URL with a collaborator.
In case the collaborator has the permission to edit, he/she tin can make view equally well as make edits to the Filter Views. Once the edits are made, it would be saved and applied for all the collaborators.
In example the person you shared this with has only viewing rights, they will but be able to view the filters. If they endeavor and filter the data or sort information technology, it will be temporary and simply visible to them. This volition not modify the original Filter View. When someone with only viewing rights filters/sorts data, the proper name of the Filter View changes to something similar 'Temporary Filter 1'.
Deleting Filter Views
If you create a 'filter view' that you no longer demand, you can easily delete it using the below steps:
- Go to the Information tab
- Hover your cursor over the 'Filter Views' option in the list.
- Click on the Filter View you desire to delete.
- Click on the Gear icon.
- Click on Delete.
The to a higher place steps would delete the active Filter View.
In the gear icon drib downward, you also become the following options:
- Rename: Use this to rename the current Filter View.
- Update Range: Use this to update the range for which the Filter View is created. This volition help when someone adds/deletes data in the original data fix and y'all want to update the filter view accordingly.
- Duplicate: Use this to chop-chop indistinguishable filter views. This is useful when yous desire to create multiple 'Filter Views' with similar data filtering/sorting.
Creating Clickable Links to Open Filter Views in Google Sheets
Now if in that location are multiple filter views that you have created in Google Sheets, information technology tin be helpful to create clickable links in cells to access these views quickly.
For example, if I am a manager and I want to quickly see which stores underperformed in the four regions, I can just click on a link, and information technology instantly opens that specific filter view. Something every bit shown below:
Here is how to create this links:
The in a higher place steps would create a hyperlink in the jail cell that will open the specified Filter View when clicked.
Y'all tin use this as a part of the dashboard or summary sheet, where if one wants to check out the filter views data, they can simply click on the link (every bit shown below).
You May Also like the Following Google Sheets Tutorials:
- Using FILTER Function in Google Sheets (explained with Examples).
- Using Query Function in Google Sheets.
- How to Remove Duplicates in Google Sheets.
- How to Search in Google Sheets and Highlight the Matching Data.
- How to Insert a Pivot Table in Google Sheets
- How to Utilise Slicer in Pivot Tables in Google Sheets
Sumit
Google Sheets and Microsoft Excel Expert.
How To Create A Filter View In Google Sheets,
Source: https://productivityspot.com/filter-views-google-sheets/
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