Create a Workbook State with Persisted Filter Values

Save a workbook state after making filter selections so you can access the workbook in that state in the future without having to reset any filter values.

  1. On the Home page, hover over a workbook, click Actions, then select Open.
  2. 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.