EXCEL AGILITY: CUSTOM VIEWS
In this comprehensive presentation, Excel expert David Ringstrom, CPA, covers a variety of ways to automate your work in Excel by way of Custom Views, which is one of the most underutilized features in Excel. David explains how to hide and unhide multiple worksheets at once, freeze or unfreeze worksheet panes on-demand, store multiple print ranges/settings for a given worksheet, gain control over long lists of data by filtering instead of sorting, and more. After participating in the webcast, you’ll be empowered to use Excel far more effectively.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 version of Excel (formerly known as Office 365). David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Topics covered:
• Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
• Creating custom views that will enable you to display all worksheets in a workbook at once as well as hide/display selected worksheets.
• Using Excel’s Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet.
• Understanding how shared workbooks automatically create a custom view for each user.
• Setting a print range that includes multiple noncontiguous areas of a worksheet.
• Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
• Protecting hidden sheets from within a workbook.
• Making the same edits on multiple worksheets at once by grouping worksheets.
• Using the Zoom feature to purposefully zoom an Excel spreadsheet to a particular size, especially after accidentally altering the zoom level.
• Using Custom Views in Excel 2013 and later to instantly resize the application window for a given workbook.
Learning objectives:
• Identify how to replace an existing custom view with new settings.
• Recall how to freeze or unfreeze worksheet panes.
• Apply the Custom Views feature to make a single set of data serve multiple purposes.