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Step by step, Excel expert David Ringstrom, CPA, shows you many ways of automating your work via Custom Views—an often-overlooked feature in Excel. David demonstrates 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 this course, 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 Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.  

Topics Covered:

  • Overviewing Excel’s Custom Views feature and the types of settings that can be managed in this fashion.
  • Using Custom Views in Excel 2013 and later to instantly resize the application window for a given workbook.
  • Using Excel’s Custom Views feature to make a single set of data serve multiple purposes.
  • Turning screen elements—such as scroll bars, gridlines, worksheet tabs, and more—on or off by way of Custom Views.
  • Using Excel’s Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet.
  • Freezing or unfreezing worksheet panes on demand with a custom view.
  • Gaining control of long lists of data by filtering instead of sorting.
  • Setting a print range that includes multiple noncontiguous areas of a worksheet.
  • Making the same edits on multiple worksheets at once by grouping worksheets.
  • Using Custom Views to remember frequently selected cell ranges or cursor positions.
  • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
  • Protecting hidden sheets from within a workbook.

Learning Objectives

  • Discover how to apply the Custom Views feature to make a single set of data serve multiple purposes.
  • Recognize how to make the same edits on multiple worksheets at once. 
  • Identify how to use Custom Views to manage the hidden/visible status of columns, rows, worksheets, print settings, and more.
Last updated/reviewed: September 17, 2018

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Significant amount of information and detail on how to customize views in excel.

Prerequisites

Course Complexity: Intermediate

Program Prerequisites: Experience with Excel Spreadsheets

Advance Preparation: None

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTIONS AND OVERVIEW
  8:40Introduction to Excel Efficiency: Custom Views
  9:08Excel Efficiency: Custom Views Chapter-2
  7:58Excel Efficiency: Custom Views Chapter-3
  7:25Excel Efficiency: Custom Views Chapter-4
  7:10Excel Efficiency: Custom Views Chapter-5
  8:27Excel Efficiency: Custom Views Chapter-6
  8:44Excel Efficiency: Custom Views Chapter-7
  9:26Excel Efficiency: Custom Views Chapter-8
  9:24Excel Efficiency: Custom Views Chapter-9
  7:26Excel Efficiency: Custom Views Chapter-10
  7:24Excel Efficiency: Custom Views Chapter-11
  9:39Conclusion
CONTINUOUS PLAY
  1:40:52Excel Efficiency: Custom Views Full Video
SUPPORTING MATERIALS
  PDFSlides: Excel Efficiency: Custom Views
  PDFExcel Efficiency: Custom Views Glossary/Index
  XLSXWorkbook: Excel Efficiency: Custom Views
  XLSX12 Month Income Statement
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM