Excel Dexterity: Custom Views (video)

  • Credits: 2
  • Format: Self-Study Video
  • Field of Study: Computer Software and Apps
  • Author/Speaker: David Ringstrom
Course ID: Advanced Preparation: Experience Level:
DR-616.21 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© June 2020 Basic Understanding of Technology N/A

In this empowering presentation, Excel expert David Ringstrom, CPA, demonstrates multiple ways to automate your work in Excel by way of the Custom Views feature—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.

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 include:
  • Using Custom Views in Excel 2013 and later to instantly resize the application window for a given workbook.
  • Overviewing Excel’s Custom Views feature and the types of settings that can be managed in this fashion.
  • Using Excel’s Custom Views feature to make a single set of data serves 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:

After reading the course material, you will be able to:

  • Define how to replace an existing custom view with new settings.
  • Identify how to remove all custom views from a given workbook.
  • Recall how to freeze or unfreeze worksheet panes.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: