About Filter Personalizations (For Consumers)

Your selected filter values are persisted when you close and re-open a workbook so you can easily pick up where you left off.

You make filter personalizations by changing the filter value selections for any filters and selection steps that are available to you. Filter personalizations don't apply to items in the filter bar.

You can also configure a workbook to always open in a specific state, or you can choose which state to apply after you open the workbook.

The following workbook states are available:
  • Original State - This is the state in which the workbook author last saved the workbook.
  • Last State - This is the state the workbook was in when you last made filter personalizations.
  • Custom State - This is a state you create to save a workbook with your preferred filter selections. You can create up to 15 custom states.

Note:

If you rename a workbook or move it to a different catalog folder, any custom workbook states are lost.

This tutorial shows you how to manage your workbook states. Tutorial icon Tutorial

For information about sharing a workbook URL that other users can use to view the workbook with specific filter selections persisted, see Share a Workbook URL with Persisted Filter Values.