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Sending filtered excel sheets to contacts

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Posted on by JC-10030953-0

Hi, I need to be able to send people different filtered views of an excel sheet to ask for updates. Please can someone help?
As I understand it, it is not possible to add the filter in a link for excel files. There is alot of data so having a new worksheet for each contact is not a preferred option for me.
Thank you.

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David_MA 14,090 Super User 2026 Season 1 on at

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I would create an Office Script for each of the different filtered views you need. Then run the correct script for the person you are sending the spreadsheet. You can learn more about this at ExcelScript.Filter interface - Office Scripts | Microsoft Learn and Run Office Scripts with Power Automate - Office Scripts | Microsoft Learn.

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JC-10030953-0 14 on at

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Does this mean that I would have to send a spreadsheet to each contact and it wouldn't be a link to the same spreadsheet? I need them to provide inputs and prefer it to be added directly into the original spreadsheet.

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David_MA 14,090 Super User 2026 Season 1 on at

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If you are sending them a link to the spreadsheet, then what you want to do is not possible as far as I know. I am not an Excel expert, so you may want to post this in the Excel forums at Welcome to the Excel Community | Microsoft Community Hub. When you said in your post, "to send," I assumed that actually meant you were sending the person the e-mail as an attachment. If you want different people accessing the same spreadsheet, I don't see how you can preset a view form them, with a shared workbook, Excel even prompts you when you filter a table if you want to change the view for just you or everyone. If one person does this, that will defeat what you want to do.

You might want to look into this: https://youtu.be/eq7Ivw0ef3A?si=qnJv66A6dfTC_9qD. But you cannot do this through Power Automate or Office Scripts that I am aware of.

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