Problems with sharing a workbook

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We've got a weekly accuracy check spreadsheet that's on another drive and accessible to me and another co-worker. Normally, we work on it at different times of the day, but this week we decided to make it accessible to both of us for simultaneous editing.

The data was first filtered to hide duplicates, then sorted by Employee ID and Date. I then went to Tools>Share Workbook, checked the box for sharing, and saved the workbook to our "G" drive.

Then, the trial run: we both accessed it, I had him color-fill the last row and save. I then saved it on my computer. Sure enough, his change was now showing on my screen.

BUT ---- the duplicates had re-appeared, and the sorting had all been undone.

What caused that and what procedure should be followed to make sure that the initial filtering and sorting stays that way?

Thanks in advance for your help.

--
Alan

.

Relevant Pages

  • Re: Problems with sharing a workbook
    ... I checked the box to share the workbook. ... What he saw was exactly what I saw: duplicates hidden, ... If I understand you correctly, it would seem that for the duplicates to stay hidden and that for the data to remain sorted, the solution is to UN-check the box for Filter settings on the Advanced tab of the Share Workbook option? ... we both accessed it, I had him color-fill the last row and save. ...
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  • Re: Problems with sharing a workbook
    ... My guess is that when you created the shared workbook, it immediately created a custom view for you. ... Since the Filter Settings was checked, the applied filter was part of your custom view. ... What he saw was exactly what I saw: duplicates hidden, ...
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