Create a Shared Filter Group (Preview)

Use these steps to create a new, shared filter group.

You can create a filter group directly in the Shared Objects folder in the Data pane. When you do this, the filter group is created as a shared object, but isn't actually used in your workbook. To use the shared filter group in your workbook, see Use a Shared Filter Group (Preview).

When you add a filter group to the Shared Objects folder in the Data pane, both show green dots on their names to indicate your changes aren't saved and the filter group isn't available from other workbooks yet.

For more information about creating a filter group, see Create a Filter Group (Preview).

1. On your home page, hover over a workbook, click Actions, then select Open.
2. In the Data pane, right-click to the Shared Objects folder and click Create Filter Group.
3. Click Save, then click Save Shared Objects.