Create a Custom Workbook State

Save a custom workbook state so you can access the workbook in that exact state in the future.

If you make filter selections and then save the workbook in that state, you won't have to reset any filter values the next time you open the workbook in that state.

You can also save a custom workbook state for yourself without making any filter personalizations. For example, if you're opening a workbook from a URL that someone has shared with you, you may want to save the workbook in its current state for future use.

  1. On the Home page, hover over a workbook, click Actions, then select Open.
  2. Optional: Make filter selections for the available filters to refine the data to suit your needs.
  3. Click State Menu State Menu icon, then click Save State.
  4. In the Save State dialog, give your state a name.
    Description of filters_save_state.png follows
    Description of the illustration filters_save_state.png

  5. Optional: Select Set as default state if you want the workbook to open in this state the next time you open it.
  6. Click Save.
Your saved state is now available to select in the Apply State drop-down list from the State Menu.